vScreen

vScreen

Vizolution
+
+

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About

Digitising and streamlining your processes to achieve operational efficiency that anticipates your clients’ needs. Automated and streamlined processes give private bankers and wealth managers the flexibility to tailor their services to their customers’ needs. Providing options for alternative investments (REITs, SRIs, ESG investing, private equity, philanthropy, cryptocurrencies, etc.) is key to customer retention and acquisition in a market landscape where opportunities for diversified investment services evolve quickly. The relationship between clients and wealth managers has changed profoundly as face-to-face interaction is no longer the preferred option. However, bespoke investment recommendations, based on risk profiling, life goals and preferences, remain a high-value requirement. Providing sophisticated and personalised omnichannel digital services throughout the customer lifecycle has become crucial to meeting their convenience and time-saving expectations.

About

Customers are frustrated by being left to manually join information across steps and channels and these breaks create inefficiencies for your business, causing lost sales, higher costs to convert, rushed compliance requirements, and the erosion of your brand position over time. vScreen enables you to streamline remote journeys into effortless experiences: allowing customers to do everything they could in a face-to-face interaction, simplifying journeys so they start and end in the customer’s channel of choice. Verify identity, upload and download documentation digitally in real time on the call. It links up with your back office too. Explain sophisticated products and avoid confusion by displaying digestible information on your customer’s screen. Display terms and conditions and collect esignatures, building an audit trail that guarantees compliance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banking solution for financial institutions

Audience

Businesses searching for an agent-assisted, live-sharing solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ERI
Founded: 1989
Switzerland
www.olympicbankingsystem.com

Company Information

Vizolution
Founded: 2013
United Kingdom
www.vizolution.com/digital-products/vscreen/

Alternatives

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BITA Risk

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Paperless

Paperless

posBoss

Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Integrations

No info available.

Integrations

No info available.
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