TokBox enables organizations to easily embed live video, voice and messaging directly into web and mobile apps.
Leveraging best practices and professional services from TokBox, it is easy for financial services organizations to embed real-time communications and offer their clients high-touch, secure and personalized services anytime, from anywhere.
Whether offering help with account questions, retirement planning or portfolio management, financial service organizations can talk with their clients via live video, directly embedded into the context of their account, share their screen & other documents, and collaborate in real time.
Real-time communications are easy to embed with best practices and professional services from TokBox.
Built-in call recording makes it possible for organizations to comply with strict standards, and provides easy access to historical customer interactions.
By sharing their screen, participants can easily and securely share documents and webpages with one another for quick collaboration.
Advisors and clients can communicate through live audio and video in the context of a site or app - no downloads required.
The text chat feature makes it simple for users to share content - URLs, contact details, and more.