Digital Bank Advisor with Microsoft Teams

Take your financial advisory online and provide personal consultations that are highly efficient and extremely personal. Connect with clients from any place and at any time through video calls and use screenshare to work interactively with them.

Safe and compliant

No interactions leave your Teams tenant. Microsoft’s stringent regulatory compliance frameworks apply.

Anywhere and anytime

Video consultations save customers and employees time and money because they can be done from wherever they are.

Connection and trust

Make physical distance irrelevant and build personal and trusting relationships through video calls.

Make digital consultations personal

Easy to handle, easy to love

No plugin integration

To connect to your advisors, customers click a call button on your website or member portal. Your advisor gets a normal call in their Teams client. All the normal Teams functionality such as changing between voice, video and screenshare is available.

All interactions in Teams

The advisor only uses Microsoft Teams as a communication tool. All interactions are safely stored in the advisors Teams client.

Request a demo

Discover the potential of web-based consultations.