Support your Customers No Matter Where They Are

Bring advisors closer to customers without the need to travel or open new office locations.

Video In Person for Advisory Services

Elevate advisory services to new heights with Video In Person. Our platform provides a dynamic solution for fostering personalized and impactful consultations. Whether guiding clients through difficult financial decisions, offering insurance advice, or providing expert opinions, Video In Person transforms advisory interactions into engaging face-to-face experiences.

Trusted by Leading Businesses

Benefits

Enable advisors to conduct personalized consultations, offering clients a face-to-face experience in real-time. Build stronger relationships and trust through interactive and engaging video sessions.

Expedite decision-making processes by leveraging video communication. Advisors can guide clients through complex choices, share documents, and ensure a clear understanding of the information presented.

Strengthen relationships with clients by connecting remotely. Video In Person offers a convenient and secure means for advisors to engage with clients, building trust and loyalty.

Collaborate seamlessly with clients, partners, or colleagues without the constraints of physical presence. Video In Person streamlines advisory processes, saving time and enabling professionals to focus on delivering high-quality services.

Ready to experience Video In Person?

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Features Best Suited for
Advisory

Screen-share

Share your screen with other participants during video sessions for collaborative purposes.

Co-browsing documents

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

Ad-Hoc video sessions

Quickly initiate impromptu video sessions or meetings as needed.

Real-time auto translations

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

Annotate on screen

 Collaboratively annotate or mark up content displayed on the screen during sessions.

Invite guests

Easily invite additional participants or guests to join video sessions or meetings.

Click & play

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

Our Customers stories

I really liked that they made me feel well taken care of as a customer. We had some demands and they met and exceeded them. Compared to our previous vendor this was a substantial change.

Oskar Jedynasty
Director of Ergo Hestia

I really liked that they made me feel well taken care of as a customer. We had some demands and they met and exceeded them. Compared to our previous vendor this was a substantial change.

Oskar Jedynasty
Director of Ergo Hestia

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