Video Banking

More personalized service with Video Banking

Offer your customers high-quality remote financial services with Video Banking. Simplify your exchanges while creating personalized, human and secure interactions with your customers.

More personalized service with

Why use Video Banking ?

Remote appointments

Help your customers with their banking needs, whether they're opening an account, taking out a loan or managing their savings.

Remote financial advice

Offer appointments with your advisors for personalized advice with the same quality as in-branch location.

Online assistance

Offer reactive support to meet your customers' urgent needs without them having to travel.

Account follow-up

For financial matters requiring several appointments, you can follow up remotely via video chat.

How does Video Banking work?

Invite

Invite

Schedule an appointment and send a secure invitation link to your customer by SMS or e-mail.

Connect

Connect

Connect on the day of your appointment. Your customer clicks on the link and the meeting starts instantly.

Exchange with ease

Exchange with ease

Discuss with your customer in complete transparency. Share documents in real time and use collaborative features to meet your customer's needs.

Use video banking to enhance your banking services

Remote banking appointment

Provide effective remote advisor services

Get a simple video conferencing solution adapted to the financial sector. Easily manage your appointments and meetings from the comfort of your usual work environment.

100% web-based solution, accessible on any device
Integrated schedule management and simplified appointment scheduling
High-definition video calling for a premium experience

Bank advisor productivity

Boost your advisors' productivity

Equip your teams with high-performance tools to maximize their efficiency and simplify their day-to-day work.

Easily collect identity (KYC) and documents
Co-browsing, screen sharing and live document transfer
Easy integration with your existing business tools

Customer retention

Build customer loyalty with a human touch

Strengthen remote customer engagement with empathetic, personalized video interactions.

Real-time video calls to create strong relationships
Customizable interface
Post-appointment satisfaction surveys for continuous improvement

Secure communication

Maximum security and data protection

Guarantee the confidentiality of your customers' communications and data with a secure, compliant solution.

End-to-end encryption for all communications
Secure access and reinforced authentication
Data hosted in Europe

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Key figures

0%

Increasing remote selling conversion rate

0%

Reducing sales cycle

0%

Customer satisfaction rate for each video call

0%

European

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

FAQs

Video banking is a banking service that allows customers to interact with their bank advisor remotely through videoconferencing. This service offers a personalized and convenient experience, comparable to a branch visit, but without requiring travel to a physical branch. With video banking, customers can perform a wide range of banking operations in real-time and can benefit from personalized advice and immediate assistance.

Video banking can solve many customer requests remotely. Here are the main operations you can perform with video banking:

1. Routine account management

Checking balances and statements
Transfers between accounts

2. Banking product requests

Opening new accounts
Subscribing to savings products
Loan applications
Financing applications

3. Personalized financial advice

Planning savings goals (property purchase, retirement, etc.)
Analysis of your financial situation
Investment advice
Presentation of new products tailored to the client's profile

4. Business services

Cash management
Financing of commercial operations
Business development advice

5. Problem resolution

Transaction disputes
Reporting and managing fraud cases
Modifying account information
Unblocking cards

6. Financial education

Information sessions on new products or services
Explanations of regulatory or market changes
Training on the use of online banking tools

Video banking allows for the handling of most routine banking operations, more complex requests requiring personalized advice, as well as the resolution of specific problems, all with the advantage of face-to-face interaction at a distance.

A video banking appointment mainly takes place in three stages.

First, the advisor and the client agree on a remote appointment. The bank advisor sends an invitation to the client with the connection details for the appointed day. On the day of the appointment, the advisor and the client connect to the video session. Once the connection is established, they can communicate in real-time as if they were face-to-face. They can share documents and use collaborative tools to facilitate interaction.

To take advantage of the video banking service, the client must have a device (computer, tablet, or smartphone) equipped with a camera and microphone, as well as a stable internet connection. Frequently, they need to download an application or software before the appointment to conduct the video session. However, Apizee offers a 100% web-based video banking platform. This means that the client can access the service directly from their browser, without having to download any additional software or application. This approach ensures ease of use and a smooth experience for both the client and the bank advisor. Moreover, the solution has a high level of security, guaranteeing the confidentiality of client data.

Video banking offers many advantages to financial services:

1. Improved CX and customer relationship

Thanks to video banking, banks offer a more accessible, convenient, and personalized service to their customers. Clients can consult an advisor from anywhere, without needing to physically visit a branch. This enhances customer satisfaction by offering a flexible and innovative service that meets their expectations in terms of availability and ease of use.

2. More sales opportunities

Video banking allows for more frequent and personalized interactions, giving advisors better opportunities to educate clients about financial products. Through screen sharing and co-browsing, advisors can explain the benefits of different products more clearly and convincingly. Additionally, the regular follow-up made possible by video banking facilitates the identification of new business opportunities, thus strengthening the customer relationship and increasing long-term sales potential.

3. Competitive advantage and brand modernization

The adoption of video banking allows banks to differentiate themselves from traditional competition by displaying an innovative and technological image. This approach attracts a wider clientele, including more tech-savvy younger generations. It also demonstrates the bank's ability to quickly adapt to changes in consumer behavior and exceptional situations.

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