Virtual Branch

‘Banking from anywhere’ is becoming the new normal and having a virtual branch means empowering your customers to bank when, where, and how they want to.
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With traditional brick-and-mortar bank branches shutting their operations due to change in customer preference, virtual branch has grown in popularity to the extent that majority of people prefer not to visit a bank branch at all. Around 70% of today’s millennials use online banking.

A virtual branch enables the branch employees to deliver branch services to the customers wherever they need. This includes virtual customer on-boarding, loan and mortgage applications, deposits, virtual customer service etc.

GIEOM’s Virtual Branch offering transfers the advantages of a bank branch to a remote service. It is now possible to sell banking products remotely with an easy-to-use and secure online banking component. Virtual branch provides numerous opportunities for bank advisors.

Key functionalities that we offer as part of virtual branch

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TWO-WAY SCREEN SHARING
Both the customer as well as bank employee can share their screens to assist the customer in filling the application form.
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CO-BROWSING
The bank employee can view customer’s browser in real time to identify the issue and jointly navigate the screens for a superior customer support.
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LIVE CHAT
Enables the bank employee to engage with the customer in real-time.
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MEETING SCHEDULER
Customers can schedule an appointment with the bank employee as per their availability from any location.
ONLINE DOCUMENT EXCHANGE
Both customer and the bank staff can share documents during remote conversations.
CONFERENCE OPTION

A 3rd party can also be involved in the discussion to streamline and expedite the decision-making process.

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CLIENT IDENTIFICATION (KYC) & TRANSACTION AUTHORIZATION
This facilitates onboarding of new customers. With the help of a video call between the consultant and the client, identity verification is extremely fast and secure.

How are we different?

How are we different?

1

Real life experience that a physical branch offers is replicated in digital with a 3D view of branch.

2

Customer will get to meet bank representatives as ‘Avatars’ who will assist the customer by showing the way around when a customer enters the virtual 3D branch.

3

Once a service is chosen, a short explainer on “how to access that service” will be shown in a audio visual mode. Customer is given a choice of self service (chat /forms) or assisted service with a video agent connecting on a click.

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3

Once a service is chosen, a short explainer on “how to access that service” will be shown in a audio visual mode. Customer is given a choice of self service (chat /forms) or assisted service with a video agent connecting on a click.

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Resources

brochure
Brochures

Virtual Branch Brochure

Humanize relationships in a Digital world through GIEOM’s Virtual Branch platform