Kuber

Kuber Video Banking & Wealth Management, developed by RankTech Solutions, is a digital video banking solution that aims to enhance customer engagement for banks, wealth management services, and non-banking financial companies (NBFCs). According to the vendor, this platform enables face-to-face live video banking and customer interactions from any location, with the goal of improving customer acquisition, service, and grievance handling. The product is designed for small to large-sized businesses in the banking, wealth management, NBFCs, financial services, and insurance industries.

Key Features

Mobile Video Banking: According to the vendor, customers can have face-to-face video consultations with their preferred wealth managers or bankers using their mobile devices. This feature is said to enable immersive and personalized customer engagement, as well as facilitate customer service, grievance handling, customer onboarding, and v-KYC processes.

Advance Skill-based Routing: The product is designed to intelligently route video calls to the most suitable and qualified wealth managers or bankers based on their skills and expertise. According to the vendor, this ensures that customers are connected with professionals who can effectively address their specific needs and queries.

Secure Document Exchange: The platform allows customers to securely exchange documents with wealth managers or bankers during video consultations. According to the vendor, the product supports multiple formats for document exchange, enhancing efficiency and eliminating the need for physical paperwork.

Call Back Option: According to the vendor, customers have the option to request a call back from a wealth manager or banker if they are unavailable at the moment. This feature is said to improve convenience and overall customer satisfaction by enabling customers to connect with professionals at their preferred time.

Multi-way Call and Call Forwarding: The platform enables multi-way video calls, allowing multiple participants to join a video consultation. According to the vendor, this feature supports call forwarding, ensuring seamless transfer of calls to other wealth managers or bankers if necessary, promoting collaboration and effective communication.

Built-in Business Processes: Kuber Video Banking & Wealth Management incorporates built-in business processes for customer acquisition, according to the vendor. The product is designed to ensure a streamlined and consistent approach by integrating with customer relationship management (CRM) systems and core insurance solutions. The vendor also mentions that integration with chatbots for automated customer interactions and assistance is supported.

Advanced Reports and Analytics: The solution provides advanced reporting and analytics capabilities, according to the vendor. This enables banks, wealth management services, and NBFCs to gain valuable insights into customer interactions and performance. The vendor claims that this data-driven approach facilitates informed decision-making and helps identify areas for improvement and optimization.