PRODUCT TOUR
Every conversation, connected
We are Invo Solutions – a software company born inside of a financial institution that nurtures the relationship between people and their own financial institution.
We want to make banking anywhere else unthinkable.
Results
Stat #1
Stat #2
Stat #3
VIDEO BANKING
Real, face-to face conversations
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•
Secure Video
•
eSignature
•
Co-Browsing
•
Document Capture
•
Screen Share
•
Employee Centralization
• Secure Video • eSignature • Co-Browsing • Document Capture • Screen Share • Employee Centralization
Our journey started with video banking. Back in 2012, working within a local FI, Invo was tasked with deploying the industry’s first ever video banking experience.
Secure Video
Video banking is a secure platform that allows customers to complete transactions from a branch kiosk, their home office, or on the go.
Dynamic Features
Document capture, eSignature, and co-browsing help financial institutions to increase cross sales and close rates, while improving customer experience.
Real Results
Financial institutions that deploy video banking see dramatic returns on their investment.
FIs see an average ROI of 240% thanks to an average desk-to-agent ratio (FTE) of 4-to-1 and slashed wait times of up to 80%.
Video bridges the gap between great customer experience that requires more employees and better staffing efficiency when hiring is tough.
77%
of FIs offering video report better close rates than other channels.
Why It Matters
70%
of customers still prefer face-to face for big financial decisions.
50%
average decrease in wait
times created by video
banking in the branch.
LOBBY MANAGEMENT
Creating seamless experiences, in the branch and out
We want to make every experience at a financial institution easy. Our lobby management tools create a dynamic experience from start to finish.
BOOKING
Seamlessly Scheduled Appointments
CONCIERGE
Guide Customer Journeys with Personalized Care
Our tablet-based lobby tool greets customers at the door, collects the key details up front, and routes to where they need to go, leaving employees with all the context the need.
→ Better managed walk-in traffic
→ Optimized customer experience
→ Self-service check-in
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Our in-house appointment scheduling tool unifies calendars across all channels while enabling customers to skip the line booking branch visits and calls in advance.
→ Integrated with Google & Outlook
→ In-branch & digital appointments
→ Unified staff calendars
CONVERSATIONS
Keep Context Flowing, In The Branch And Out
We ensure that every interaction, whether it be in a branch or at home, establishes confidence. The conversations that take place digitally must continue building that confidence.
WHY IT MATTERS
More Efficient Interactions
Scheduled interactions at financial institutions are shorter and less likely to require a follow up appointment than walk-in interactions.
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A COHESIVE JOURNEY
Seven tools under one roof
Our journey started with video banking. Back in 2012, working within a local FI, Invo was tasked with deploying the industry’s first ever video banking experience.
WHY IT MATTERS
Steadier Branch
Traffic
Employee-driven and/or self-service check-in systems make it easier for a customer to get where they need to go.
CHAT
Intent-Driven Chat For
Financial Institutions
TEXT
Connecting With Customers On Their Terms
Our SMS texting tool opens the door for financial institutions to more efficiently and effectively talk to their customers.
→ Two-way texting capabilities
→ Mass texting campaigns
→ Escalate texts to other channels
Our built-from-scratch chatbot tool allows customers to connect with their financial institution from anywhere, at any time.
→ Fully personalized chatbot
→ Easy-to-use intent builder
→ Live employee chat
WHY IT MATTERS
Uninterrupted, 24/7
Access
Chatbots are not optional in today’s banking climate. Our chatbot gives customers access without needing live employees.
WHY IT MATTERS
True Customer
Convenience
Texting is the preferred channel for banking customers, with 95% of texts being read within 3 minutes.