Vee24, a live customer engagement platform provider, takes a multi-pronged approach to help financial institutions serve their customers any time and on any engagement channel. By leveraging AI and deep learning capabilities, Vee24 offers omnichannel engagement modules that integrate with NudgeBOTs to initiate conversations with customers and transition seamlessly between your virtual and human agents. Vee24’s Customer Assist BOTs can handle heavy chat traffic by quickly and efficiently answering customer questions, co-browsing, and setting appointments with financial specialist, or hot transferring to a customer service rep.

We bring the in-branch experience to online banking through live engagement, transforming the way financial institutions think about retail branches

Once engaged with a financial advisor, Vee24’s highly secure and flexible web-based platform, allows agents to navigate the customer to any desired webpage or share offline tools and content with its screen share and co-browse features while simultaneously engaging them through text, voice, or video chat. During the collaboration, the agent can identify the customer, co-form fill, securely transfer documents or even get electronic signatures to open an account or complete a loan or mortgage transaction. “We bring the in-branch experience to online banking through live engagement, transforming the way banks think about retail branches,” says Iyer. “Banks no longer have to put brick and mortar branches in every neighborhood to reach their customers - they can provide banking expertise anywhere, anytime.”

Vee24 integrates with CRM and telephony systems making it a seamless experience for customers and enterprise agents to provide the right level of service to the new breed of 24/7 internet and mobile customers. With increased pressure for financial institutions to acquire new customers and provide great customer support, live engagement offers great return on investment and realizes the vision of the Online Branch of the future.