Transform banking consultations into seamless digital closings
Customers expect personalized advice and digital convenience. Bridge the gap between personal banking and online efficiency, and close deals in a single session.
- Personal advice meets digital efficiency
- Compliant contract workflows built-in
- No branch visit required
- 50%
- Faster customer onboarding
Without the right tools, deals slip away
Hybrid customer expectations
Customers want the convenience of digital banking but still expect personalized advice from a real person.
With Univerx:
Deliver face-to-face advice through video calls while guiding customers through digital products via co-browsing.
Compliance-heavy closings
Financial products require extensive documentation, identity verification, and regulatory workflows that slow down deals.
With Univerx:
Complete compliance workflows in-session. Walk customers through documents and capture signatures digitally.
Branch dependency
Many financial transactions still require a branch visit, limiting reach and increasing operational costs.
With Univerx:
Bring the branch experience online. Handle consultations, product setup, and contract signing entirely remotely.
Traditional process vs. with Univerx
| Measure | Traditional | With Univerx |
|---|---|---|
| Customer onboarding time | Traditional 7 days with branch visits | With Univerx 1 digital session |
| Branch visits required | Traditional 3 visits on average | With Univerx 0 visits needed |
| Conversion rate | Traditional 22% of consultations | With Univerx 38% of consultations |
From consultation to close
A seamless journey from first contact to signed contract, guided every step of the way.
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Digital consultation
Meet customers via video call. Discuss financial products, goals, and options with the personal touch of a branch visit.
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Product walkthrough
Guide customers through financial products, terms, and documentation in real-time using co-browsing.
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Secure contract completion
Finalize the deal with digital signatures and compliant document handling, all within the same session.
Measurable impact on your bottom line
What our customers say
Univerx helped us bring the branch experience online. Our customers get personal advice without leaving home, and our close rates have never been higher.
Sarah M. VP of digital transformation Digital banking group
Ready to close more deals?
Start co-browsing and running one-click video calls with the people you sell to and support.