Unlock the Power of Video Engagement in Financial Services
Please complete the short form to gain instant access to our comprehensive Use Case Kit, designed to help you explore how secure, high-quality video engagement can enhance your customer and member experiences at every stage of their financial journey.
Whether you’re part of a bank, credit union, or insurance provider, this kit outlines practical and proven ways to apply video technology in both customer-facing and internal workflows. From streamlining complex transactions to improving access to specialized services, you’ll discover how video can drive deeper relationships, reduce time-to-resolution, and deliver meaningful ROI.
Inside, you’ll find seven high-impact use cases, including:
Video Engagement for Money Lending
Support loan officers and customers through virtual consultations, increasing speed, clarity, and trust throughout the lending process.
Video Engagement for Account Opening
Reduce friction in new account sign-ups with face-to-face video support, guiding customers through documentation and verification in real-time.
Video Engagement for Private Banking and Wealth Management
Offer high-touch, personal service to high-net-worth clients — no matter where they are — through secure, confidential video sessions.
Video Engagement for Commercial Banking
Enable remote financial advising, portfolio reviews, and strategic planning meetings that fit the fast-paced schedules of business clients.
The Video-Enabled Branch
Extend the reach of your in-branch staff by allowing virtual access to remote experts, improving service without increasing headcount.
The Video-Enabled Bank Contact Center
Move beyond voice calls with integrated video support that improves resolution rates and customer satisfaction scores.
Video Claims Management for Insurance
Expedite claims processing by allowing policyholders to visually share damage, documents, and details — speeding up assessment and decision-making.
Explore how each use case can be tailored to your organization’s goals and customer needs — and see why more financial institutions are choosing video engagement to future-proof their operations.