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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