Financial services

Video Banking for Financial Services

Enhance your customer journey by integrating video chat into your service offering. Provide a premium experience to your clients through simple and secure video interactions.

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How Financial Services Use Our Solution

Remote Selling Assistance

Advisors guide their clients in selecting and finalizing online subscriptions by visualizing their screens and providing assistance.

Expertise & Consultation

Video banking brings more personalized support directly to customers’ screens.

Collection of Documents

During video chats, clients can share documents with their advisors. Files are completed and processed faster.

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Increasing remote selling conversion rate

Reducing sales cycle

Customer satisfaction rate for each video call

Apizee enhances the sales efficiency of your advisors

Offer a simple and efficient customer experience

Initiate your remote appointments easily by sending a simple link to the client via SMS or email.
Enjoy a high-quality video communication experience, suitable for all situations, personalized to your brand image.
Gather identity (KYC), documents, and supporting materials in a few customizable steps.

Achieve more remote sales

Guide your clients through the subscription process and help them navigate your interfaces through screen sharing and co-browsing.
Finalize transactions with integrated electronic signatures and payments.
Integrate video into your customer relationship management software, CRM, customer service, and contact center.

Discover co-browsing ⟶

Organize and supervise your customer relationship teams

Call recordings available via APIs.
Automatic Call Distribution (ACD) directs video calls to groups of agents based on their availability, expertise, location, etc.
Dashboard and key performance indicator tracking for supervisors.
Measure customer satisfaction after each video call through satisfaction questionnaires.

Secure your communications and protect data

All communications are encrypted using AES256 to ensure exchange confidentiality.
Single Sign-On (SSO) authentication - OpenID Connect - for centralized user management in your systems.
Compliance with the General Data Protection Regulation (GDPR).
Service hosted in Europe by OVH, HDS-certified and secured with ISO 27001.

What they are saying

"Deployed in several of our sites throughout France, we are fully satisfied with the solution and the collaboration with the Apizee teams. We appreciate the responsiveness, project follow-up and support provided by the teams to ensure success!"

Stéphane Cailleau

Field Service Manager / Groupe Atlantic

"Thanks to Apizee we've reduced the number of times our technicians have to travel, speeding up the processing of service requests and decision-making on the type of service and the area of expertise of the technician who is to carry out the service."

Lionel Mailhol

Technical Manager / Habitat Audois

"We had privileged contact with the Apizee team throughout the implementation of the project which enabled us to carry out a rapid and efficient deployment."

Matthieu Juglas

Customer Training Manager / Polysoude

"During a call-out for an apartment fire, the Apizee solution was implemented after the initial rescue operation. The initial resources could be reinforced before the emergency services arrived, saving time for the rest of the operation."

Fabrice Weber

Chief Warrant Officer / SDIS Haut-Rhin

"We're really fans of this solution! Our customers are asking for it, and they're starting to get the reflex of requesting a videoconference. It saves us a lot of travel, and optimizes our technicians' interventions."

Guillaume Chevalier

Technical Manager / Kiloutou

"Thanks to the Apizee solution, every day we troubleshoot our customers remotely, optimizing our diagnostics and above all ensuring people's safety. Thank you for your support!"

Henri Briere

Assistant Manager - Troubleshooting Call Center / Enedis

"The Apizee solution is very useful for troubleshooting machines that don't have a remote connection. Thanks to the solution, we can troubleshoot our customers more quickly and limit travel."

Franck Raguin

Customer Service Manager / Heidelberg

"We appreciated the Apizee team's availability and responsiveness in setting up our project. Integration of the solution was rapid thanks to excellent support from the teams."

Julien Duprat

Technical Project Manager / Kiloutou

"Apizee is an efficient solution that enables us to be in direct visual contact with the insured and his damages. The collaborative tools also enable us to explain to our interlocutor certain rectifications on the claim or points of disagreement."

Laurent Buon

Expert / Eurexo

"We can maintain close proximity to our customers when they have technical questions. This device is a major source of savings for our customers. Decision-making time can be reduced from a few days to a few hours."

François Planaud

Executive Vice President / Safran Aircraft Engines

"ENEDIS Bretagne implemented the Snap Racco solution using Apizee to avoid systematic travel. Thanks to the use of Apizee, ENEDIS Bretagne has succeeded in reducing travel by its connection technicians."

Rémy Verdier

Department Manager / Enedis