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

We want to stay up to date for the next 100 years. But personal contact is also still needed. We want to be prepared for both.

Christoph Bugnon
Chief Executive Officer

The situation on the financial markets is very changeable, which requires a dynamic relationship between the customer and the advisor. Thanks to modern technology, we can change the method of contact while maintaining the "face-to-face" conversation formula.

Raiffeisen Polbank porady wideo
Artur Mojecki
Director of the Personal Banking Department

Transition to Video In Person Checklist

Annoyed that your current video communication solution does not meet expectations? Download our transition checklist to best prepare your requirements, test crucial features and implement Video In Person.

Video In Person Checklist