Video + Branch
Mortgage advisor booking
Offer pre-qualified mortgage consultations with dynamic slot allocation based on advisor specialization.
Shorter wait time for qualified advisorsFinancial precision
Banking Scheduling Journeys
Orchestrate trusted financial appointments across advisors, channels, and compliance requirements.
Pexip Engage aligns expert availability with customer urgency so every financial meeting feels timely and intentional.
Industry focus
BankingCoordinate mortgage, wealth, and fraud conversations with secure scheduling logic.Use cases
Operational scenarios to demonstrate Engage value
Voice
Fraud case escalation
Route fraud case callbacks to available specialists with urgency-aware scheduling windows.
Rapid response for high-priority eventsVideo
Wealth portfolio reviews
Schedule recurring wealth advisory checkpoints with automatic reminders and secure follow-up links.
Higher continuity in client relationshipsInteractive journey
Walk through the scheduling flow
Step 1
Intent captured
A customer requests mortgage guidance from digital banking.
Engage classifies intent as advisory and shows available mortgage specialists by branch and language.Demo outcomes
Illustrative impact metrics for stakeholder conversations
Advisory no-show reduction
Demo benchmark from reminder journeys
Faster specialist assignment
From first intent to confirmed advisor
Customer satisfaction lift
After flexible channel scheduling
Demo figures are illustrative and intended for showcase storytelling.
Next step
Bring structured scheduling to every financial conversation
Launch advisor scheduling journeys that match customer urgency, preferred channel, and compliance workflows.
Build this banking demo