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Financial Services Accelerator

Real-time communications for secure, high-touch,
and engaging relationship management

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The TokBox Accelerator enables secure communications between in financial service applications.Overview

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.

Accelerator Benefits
  • Reduced costs & go to market times
  • Embeds easily into online services, websites and apps
  • No downloads required for end-users
  • Call recording for transcription and compliance
  • Customizable UI to fit brand look and feel
  • Interactive collaboration features like document sharing
Core Features
Easy to Embed

Real-time communications are easy to embed with best practices and professional services from TokBox.

Secure Recording

Built-in call recording makes it possible for organizations to comply with strict standards, and provides easy access to historical customer interactions.

Screen Sharing

By sharing their screen, participants can easily and securely share documents and webpages with one another for quick collaboration.

Live Audio/Video

Advisors and clients can communicate through live audio and video in the context of a site or app - no downloads required.

Text Chat

The text chat feature makes it simple for users to share content - URLs, contact details, and more.

Limitless possibilities

Enhance your client relationships

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