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Finance

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.

Get Started
50%Faster customer onboarding
01Personal advice meets digital efficiency
02Compliant contract workflows built-in
03No branch visit required
Your challenges

Without the right tools, deals slip away

01

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.

02

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.

03

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.

The difference

Traditional process vs. 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.

01

Digital consultation

Meet customers via video call. Discuss financial products, goals, and options with the personal touch of a branch visit.

02

Product walkthrough

Guide customers through financial products, terms, and documentation in real-time using co-browsing.

03

Secure contract completion

Finalize the deal with digital signatures and compliant document handling, all within the same session.

Proven results

Measurable impact on your bottom line

0
Faster customer onboarding
0
Fewer branch visits required
0
Higher conversion rate

Ready to close more deals?

Get started

Got questions? We've got answers

Co-browsing lets you see exactly what your customer sees on their screen in real-time. You can guide them through sales demos or support issues visually without any downloads or complicated setup, just instant, seamless communication.

Video calls work with a single click, no downloads or installations needed. Your leads and customers connect instantly through their browser, and you can see, hear, and guide them in real-time while simultaneously viewing their screen. Perfect for closing deals or solving problems.

Absolutely! Univerx is designed for both sales and customer support teams. Use it to conduct product demos, close deals, answer questions, and resolve issues, all with the same powerful video and co-browsing tools.

Getting started is simple. Sign up for an account, add the Univerx widget to your website with one line of code, customize it to match your brand, and you're ready to start connecting with leads and customers through video calls and co-browsing.

Absolutely. We use enterprise-grade encryption for all video calls and co-browsing sessions. Customer data is never stored unnecessarily, and all sessions are encrypted. We're fully compliant with GDPR and SOC 2 standards.

Yes! The Univerx widget is fully customizable. You can adjust colors, positioning, text, and behavior to perfectly match your brand. All customization options are available through our easy-to-use dashboard, no coding required.

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