Invest in Your Customers and Meet Them Where They Are

Video In Person is a platform for video communication designed for financial services, from FinTechs start-ups to financial institutions.

Video In Person for Finance

Facilitate personalized financial consultations with Video In Person. Through 1:1 video calls, screen sharing, and document collaboration, agents are equipped to explain and offer financial products seamlessly. The platform ensures safety and security compliance, prioritizing the protection of sensitive customer information. Whether through a web application or a kiosk terminal, Video In Person for Finance offers a secure and efficient means to engage with clients remotely.

40+ banks use VIP for their remote branches

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280+ kiosk terminals with VIP software

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ISO 27001 certified

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Faster Customer Service

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Personalized experience for your customers

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Quick and convenient video connections

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Trusted by Leading Businesses

Supported Use Cases

Conduct account openings, manage finances, and provide assistance using innovative features like biometrics, ID verification, and digital signing in real-time video sessions.

Facilitate remote discussions on portfolios, enabling private clients to connect with bank agents and manage their financial affairs effectively.

Connect with customers to review savings, offer best practices for financial management, and upsell services through convenient video calls.

Provide personalized advice on mortgages and loans, guiding prospects and customers through decision-making processes with efficient video communication.

Establish trust relationships with business customers, offering quick and convenient video connections for advisors to become trusted partners.

Ready to experience Video In Person?

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Features Best Suited for
Finance

Scheduling tool

Efficiently organize and manage appointments, meetings, and sessions.

Know your customer

Implement processes to verify and authenticate the identity of customers.

Video identification

Utilize video technology for verifying and confirming the identity of individuals.

E-signature

Enable users to electronically sign documents, contracts, or agreements.

Co-browsing documents

Collaboratively view and navigate through documents or web pages in real-time.

Biometric features

Incorporate biometric data for authentication and identification purposes.

ID verification 

Implement procedures to validate the authenticity of identification documents provided by users.

Click & play

Initiate video sessions directly from the browser without the need for downloads or technical expertise.

Real-time auto translations

Automatically translate conversations or content in real-time to facilitate communication across language barriers.

Our Customers stories

Thanks to the video kiosk software we are winning more and more new customers.

Florian Hutter
Managing Director Innovation at Tellma

Ebook 1

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