Financial services

Financial services

Video Banking for Financial Services

Enhance your customer journey by integrating video chat into your service offering. Provide a premium experience to your clients through simple and secure video interactions.

 

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How Financial Services Use Our Solution

Remote Selling Assistance

Advisors guide their clients in selecting and finalizing online subscriptions by visualizing their screens and providing assistance.

Expertise & Consultation

Video banking brings more personalized support directly to customers’ screens.

Collection of Documents

During video chats, clients can share documents with their advisors. Files are completed and processed faster.
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Increasing remote selling conversion rate
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Reducing sales cycle
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Customer satisfaction rate for each video call

Apizee enhances the sales efficiency of your advisors

Apizee invitation illustration

Offer a simple and efficient customer experience

  • Initiate your remote appointments easily by sending a simple link to the client via SMS or email.
  • Enjoy a high-quality video communication experience, suitable for all situations, personalized to your brand image.
  • Gather identity (KYC), documents, and supporting materials in a few customizable steps.
Apizee payment illustration

Achieve more remote sales

  • Guide your clients through the subscription process and help them navigate your interfaces through screen sharing and co-browsing.
  • Finalize transactions with integrated electronic signatures and payments.
  • Integrate video into your customer relationship management software, CRM, customer service, and contact center.
Apizee monitoring illustration

Organize and supervise your customer relationship teams

  • Call recordings available via APIs.
  • Automatic Call Distribution (ACD) directs video calls to groups of agents based on their availability, expertise, location, etc.
  • Dashboard and key performance indicator tracking for supervisors.
  • Measure customer satisfaction after each video call through satisfaction questionnaires.
Apizee security illustration

Secure your communications and protect data

  • All communications are encrypted using AES256 to ensure exchange confidentiality.
  • Single Sign-On (SSO) authentication - OpenID Connect - for centralized user management in your systems.
  • Compliance with the General Data Protection Regulation (GDPR).
  • Service hosted in Europe by OVH, HDS-certified and secured with ISO 27001.

What they are saying

"We had privileged contact with the Apizee team throughout the implementation of the project which enabled us to carry out a rapid and efficient deployment."

Matthieu Juglas
Customer Training Manager / Polysoude

"ENEDIS Bretagne implemented the Snap Racco solution using Apizee to avoid systematic travel. Thanks to the use of Apizee, ENEDIS Bretagne has succeeded in reducing travel by its connection technicians."

Rémy Verdier
Department Manager / Enedis

"During a call-out for an apartment fire, the Apizee solution was implemented after the initial rescue operation. The initial resources could be reinforced before the emergency services arrived, saving time for the rest of the operation."

Fabrice Weber
Chief Warrant Officer / SDIS Haut-Rhin

"We're really fans of this solution! Our customers are asking for it, and they're starting to get the reflex of requesting a videoconference. It saves us a lot of travel, and optimizes our technicians' interventions."

Guillaume Chevalier
Technical Manager / Kiloutou

"Thanks to the Apizee solution, every day we troubleshoot our customers remotely, optimizing our diagnostics and above all ensuring people's safety. Thank you for your support!"

Henri Briere
Assistant Manager - Troubleshooting Call Center / Enedis

"The Apizee solution is very useful for troubleshooting machines that don't have a remote connection. Thanks to the solution, we can troubleshoot our customers more quickly and limit travel."

Franck Raguin
Customer Service Manager / Heidelberg

"We appreciated the Apizee team's availability and responsiveness in setting up our project. Integration of the solution was rapid thanks to excellent support from the teams."

Julien Duprat
Technical Project Manager / Kiloutou

"Deployed in several of our sites throughout France, we are fully satisfied with the solution and the collaboration with the Apizee teams. We appreciate the responsiveness, project follow-up and support provided by the teams to ensure success!"

Stéphane Cailleau
Field Service Manager / Groupe Atlantic

"Apizee is an efficient solution that enables us to be in direct visual contact with the insured and his damages. The collaborative tools also enable us to explain to our interlocutor certain rectifications on the claim or points of disagreement."

Laurent Buon
Expert / Eurexo

"Thanks to Apizee we've reduced the number of times our technicians have to travel, speeding up the processing of service requests and decision-making on the type of service and the area of expertise of the technician who is to carry out the service."

Lionel Mailhol
Technical Manager / Habitat Audois

"We can maintain close proximity to our customers when they have technical questions. This device is a major source of savings for our customers. Decision-making time can be reduced from a few days to a few hours."

François Planaud
Executive Vice President / Safran Aircraft Engines

Blog

  • Learn how to implement co-browsing — a more secure form of screen sharing — to protect your customers’ data while walking them through digital processes.

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    What Is Co-Browsing and Why Should You Use It?

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    Insurance Customer Retention: 11 Best Strategies To Encourage Loyalty

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