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Expertflow CX Ideas Portal
Workspace CX-Core
Categories Video
Created by Shaheera Amir
Created on Oct 18, 2023

Video contact center for banks

  1. Video calls and chats: Customers can initiate video calls with a bank representative from their preferred location using a computer, smartphone, or tablet. The representative can provide assistance, answer queries, and guide customers through various banking processes.

  2. Secure communication: Contact center video banking solutions ensure secure and encrypted video communication to protect customer privacy and sensitive information.

  3. Recording and Compliance: A solution that has the capability to record video interactions for regulatory compliance and quality assurance purposes

  4. Co-Browsing: The solution should have features to permit agents to navigate the bank's website, knowledge bank, and Internet banking platform alongside customers, helping them with online transactions.

  5. Screen Sharing: Lets agents share their screens to guide customers through online banking processes or help them complete forms

  6. The solution shall enable self-service options for the customers within the video chat. Customers should be able to select options and menus while they in are a video chat with the agent.

  7. The solution shall enable customers to request a video-chat callback.

  8. The solution shall enable a senior agent to monitor an active video chat between a "junior agent" and a customer.

  9. The solution shall enable a senior agent to pull a customer video chat from other agents.

  10. The solution shall enable agents to transfer video-chat between different queues

  11. The solution shall analyze customers' sentiments via facial expressions.

  12. Wrap-up/reason code, adding notes & PCS/CSAT.

  13. Starting video calls from website, mobile app, or during a chat or voice call.

  14. Reports: a). WebRTC Detail Report b). WebRTC Summary Report

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