Financial Services

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Embedded Real-time Communications into Financial Applications

financeUse Case

  • Embedded Real Time Communications into financial application - mobile and Web
  • Users can contact a designated advisor to ask about their portfolio and modify investment in context
  • Agent can initiate Screen-sharing and video sharing to easily explain complex financial instruments
  • Presence lets advisors locate other available resources (legal, estate/tax planning, title, etc.)

Kandy CPaaS APIs

  • Voice, Video, Messaging, Presence, Collaboration

Value Proposition

  • Increase customer satisfaction with faster response to market volatility
  • Competitive Advantage—attract new customers with excellent customer service

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