Pocket Branch

Pocket Branch is a remote channel solution designed for mobile and online banking. According to the vendor, it offers video, audio, and text communication options to address customers' specific banking requirements. This versatile product caters to banks, financial institutions, call centers, customer service departments, and mobile banking providers, providing them with a comprehensive solution to enhance their customer interactions.

Key Features

Screensharing: Advisors can enhance product understanding by utilizing visual aids such as simulations and tables. Screensharing ensures transparency in the sales process, allowing customers to view essential aspects of the product.

Drawing board: Advisors can annotate, highlight, and emphasize key information on the screen, facilitating effective communication with customers. This feature visually emphasizes critical details, assisting customers in making informed decisions.

Sending documents: Customers can conveniently receive essential documents, including agreements and forms, during or after their conversation with an advisor. This feature expedites the sales process by promptly providing necessary paperwork to customers.

Advertisements: Engaging banners are displayed during the connection waiting screen to capture customers' attention. By clicking on the banner, relevant information about the customer's action is forwarded to the advisor, potentially increasing sales opportunities.

Proactive chat: The system proactively launches a chat window when a customer is uncertain, offering real-time assistance. This feature proves particularly valuable when Pocket Branch is synchronized with the no-code solution, Extentum.

Quick responses: Advisors have access to a customizable set of predefined responses for frequently asked questions. This feature streamlines the advisor's work by providing prompt and accurate responses to customers.

VIP queue: A selected group of customers can receive priority service, enhancing their user experience. This feature enables banks to provide personalized attention to high-value customers.

Multichat and asynchronous chat: Advisors can engage in multiple concurrent chat conversations, seamlessly switching between clients and accessing chat history. This feature improves communication efficiency, enabling advisors to handle multiple customer inquiries simultaneously.

Initiating a call by the advisor: Advisors can initiate audio or video calls with clients, ensuring seamless communication. This feature enhances the overall customer experience by facilitating direct and efficient interaction.

API - quick integration with any mobile banking application: Pocket Branch provides an SDK that seamlessly integrates into existing mobile banking apps. Banks and IT providers can effortlessly incorporate Pocket Branch into their mobile banking design using the provided API and technical documentation.