Q‑Consultation is a white label virtual meeting room with teleconsultation ideally suited for finance and banking. The software enables financial advisors and relationship managers to communicate privately with their clients via instant messaging and video chat, supported by a range of user management features and AI enhancements.
Q‑Consultation is a ready‑to‑use business offering built on top of the QuickBlox platform. The banking solution is hosted in a secure, scalable and GDPR compliant cloud together with support and enterprise‑ready features.
Enable your clients to find the most suitable financial advisor based on needs, preferences, and expertise. This intelligent customer matching ensures that every interaction is personalized, efficient, and maximizes customer satisfaction.
Ask the AI-powered assistant to answer client queries, common banking questions, and requests for product details. Provide accurate information and efficient customer support in real-time.
AI converts recorded video interviews into accurate written transcripts, ensuring that every spoken word is captured with high precision, preserving important details, financial terminology, and client insights.
The inbuilt AI assistant extracts actions points from the transcript, identifying recommendations, tasks, and followups, allowing banking staff to ensure important client needs are addressed promptly and effectively.
Customers can schedule appointments, video chat, message, send and receive files, all from the convenience of their phone within one app.
Banking staff can consult with customers in real-time regardless of where they are and complete tasks in a timely manner.
Built on an encrypted platform, our software can be hosted in your own cloud infrastructure, ensuring data privacy and compliance.
Q‑Consultation means you can add AI-enhanced communication features to your finance and banking software today instead of waiting months to build your own.
Modify the UI to suit your specific use case and company brand and host on your company domain.
Easily integrate Q-Consultation into your existing banking platform, application or website, enhancing your services without disrupting your workflow.
Our video banking solution offers flexible pricing to cater for diverse needs, from free-to-use open source code, to a comprehensive managed plan offering support, priority access to updates, advanced security, and ongoing maintenance.Speak to Us
We provide open-source software that developers can run and customize at no cost. Try Q-Consultation Lite.
Set up Q-Consultation with your preferred user authentication system, ensuring that your banking software remains secure and conversations stay private.
Manage resources effectively by assigning clients to consultants, holding multiple clients in a virtual waiting room, & move seamlessly between video appointments without leaving the platform.
Engage in real-time instant messaging with clients during video calls, allowing for parallel communication without interrupting the conversation.
Conduct face-to-face video calls with clients, providing a personalized and engaging communication experience.
Share your screen during video calls to present information, review documents, and collaborate on financial data or presentations.
Collect client data through automotive forms and note‑taking features. Data collected can be accessed (via API), downloaded (in several formats) and transferred (to another software system).
Seamlessly exchange important documents, forms, statements, and contracts with clients during video calls, eliminating the need for separate email exchanges.
Record and archive video appointments with clients for compliance purposes, ensuring accurate documentation and easy reference.
Make and track appointments with the in‑built scheduler. Set‑up your individual work schedule, create client profiles, and send appointment invitation links.
A video banking solution is a digital service that enables customers to remotely interact with their bank via live video communication. Customers access the platform through their bank’s website or app, where they can schedule video appointments or initiate video sessions with bank representatives. During these sessions, customers can conduct various transactions, seek assistance, and share documents, all in real time.
A Chat API enhances real-time communication in video banking solutions by offering instant messaging, transaction capabilities, document sharing, visual aids, multi-platform accessibility, and archival features. It plays a pivotal role in ensuring that customers and bank representatives can engage in efficient and secure real-time communication while conducting various banking tasks during video sessions.
Q-Consultation prioritizes security for sensitive financial transactions. It employs robust encryption protocols to safeguard video and chat communications, ensuring that customer data remains confidential during sessions. Users can implement their preferred authentication system and the solution can be hosted within the bank’s own cloud infrastructure for additional data control and security.
Q-Consultation can be integrated into existing banking systems. QuickBlox offers a range of developer-friendly tools, including APIs and SDKs, to facilitate smooth integration with a bank’s existing infrastructure, CRM platform, and other software systems.
Q-Consultation offers the flexibility to support multilingual customer interactions effectively. Users can customize the text and language throughout the user interface to align with the specific language requirements of their organization. This customization allows banks to offer a personalized and language-friendly experience to their diverse customer base.
Extensive technical expertise is not required for customers to use the QuickBlox video banking solution. Q-Consultation is designed to provide a user-friendly and intuitive experience for both customers and bank representatives. The platform is straightforward to access and navigate, allowing users to initiate video banking sessions with ease.