No interactions leave your Teams tenant. Microsoft’s stringent regulatory compliance frameworks apply.
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.
No interactions leave your Teams tenant. Microsoft’s stringent regulatory compliance frameworks apply.
Video consultations save customers and employees time and money because they can be done from wherever they are.
Make physical distance irrelevant and build personal and trusting relationships through video calls.
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.
The advisor only uses Microsoft Teams as a communication tool. All interactions are safely stored in the advisors Teams client.
You have to see it to believe it. Schedule a live demo with one of our sales specialists.
