Secure, Compliant Client Communication — Under Your Brand.
Deliver confidential financial consultations through a fully branded, secure video and chat experience.
Q-Consultation is a ready-to-launch white-label banking platform—combining real-time video, chat, and AI-assisted workflows. Ideal for banks, fintechs, and financial institutions looking to deliver secure digital client engagement.
Built for regulated environments where trust, security, and control matter.
Deliver digital banking consultations under your own brand — not a third-party meeting tool.
Go live quickly with a production-ready platform that integrates into existing banking systems software.
Use AI to support onboarding, FAQs, routing, summaries, and identification workflows — with human handover.
Support confidential advisor—client interactions with private video rooms and encrypted chat.
Assign, transfer, or reassign clients to the right advisor with waiting rooms and session controls.
Deploy in the cloud or self-host to meet security, compliance, and governance requirements.
Whether you’re a traditional bank, fintech startup, or financial services provider, Q-Consultation adapts to your consultation workflows.
Deliver secure video and chat consultations within branded virtual meeting rooms.
Embed video, chat, and AI workflows directly into your finance software solutions using APIs and SDKs.
Deploy Q-Consultation as a white-label banking solution in a private or on-prem environment for maximum control over data and compliance.
From client onboarding to wealth advisory sessions, Q-Consultation delivers secure video and messaging in a compliant, white-label platform built for finance.
Enable encrypted advisor—client chat with chat histories and chat summaries.
Host secure, high-quality video chat with recording and transcription.
Allow advisors or support agents to manage multiple client conversations or consultations simultaneously.
Place clients in secure waiting rooms before a consultation begins, ensuring advisors control when sessions start.
Route clients to the appropriate advisor, transfer conversations between teams, or reassign sessions as needs change.
Use AI to support onboarding questions, FAQs, routing, and conversation summaries — with seamless handover to a live advisor.
Share financial documents, statements, images, or screens securely during chat or video consultations.
Embed chat, video, and AI workflows directly into existing banking systems, fintech platforms, or customer portals.
Deploy Q-Consultation in a managed cloud or private environment to align with security, data residency, and compliance requirements.
Q-Consultation isn’t just a communication layer — it helps financial teams reduce repetitive work while keeping advisors and support staff in control.
AI agents to handle those repetive banking FAQs (accounts, cards, onboarding, service questions)
Smart routing to the right advisor, branch, or support team
Conversation summaries to help teams document outcomes and follow-ups
Guided onboarding flows to collect the right information before a session
Seamless AI-to-human handover when a client needs live support
Smart image upload to support customer onboarding and identification checks
See how Q-Consultation supports modern banking services, onboarding, and client communication.
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Conduct secure advisory sessions, onboarding calls, and relationship management interactions.
Embed real-time communication into digital products.
Deliver personalized consultations and portfolio discussions through branded video and chat.
Q-Consultation offers flexible ways for clients to connect with your team — always within your branded, secure environment.
Embed chat and video directly into your app or online portal so clients can start a conversation, join a consultation, and share documents without leaving your platform.
Send clients a secure private consultation link by email or SMS — ideal for follow-ups, onboarding calls, or time-sensitive support.
Start with chat (including AI agents), then move seamlessly into a secure live consultation with an advisor when needed.
Q-Consultation provides a white-label banking platform for secure client communication across modern financial services.
Yes. Q-Consultation is a fully white-label banking platform, meaning your institution controls the branding, domain, user interface, and overall client experience. Clients never see QuickBlox branding or a third-party meeting tool. Whether embedded into your mobile app, online banking portal, or fintech platform, the experience remains entirely under your brand.
Security is foundational to Q-Consultation. The platform uses encrypted video and chat communication, secure session controls, and private virtual consultation rooms to protect sensitive financial conversations. For institutions with stricter governance requirements, Q-Consultation can be deployed in a private cloud or self-hosted environment giving your team full control over infrastructure, data residency, and compliance alignment.
Yes. Q-Consultation is built to integrate into existing banking and fintech infrastructure using APIs and SDKs. You can embed video consultations, secure messaging, AI workflows, and client routing directly into your CRM, core banking platform, identity verification tools, or customer portal — without disrupting your current technology stack.
Q-Consultation is designed around real financial consultation processes — not generic video meetings. Advisors can manage secure waiting rooms, transfer clients between departments, conduct concurrent sessions, share documents or screens, and receive AI-generated conversation summaries. This ensures advisors remain in control while reducing repetitive administrative tasks.
Yes — and always with human oversight. Q-Consultation supports AI-assisted workflows such as FAQ handling, smart routing, onboarding data collection, and session summaries. When a client needs live support, the system enables seamless AI-to-human handover, ensuring compliance and advisor supervision at every step.
No. Clients can join consultations directly through your branded banking app, web portal, or via secure one-click links sent by email or SMS. The experience is designed to be simple and intuitive — reducing friction while maintaining the security expected in financial services.
Deployment timelines depend on your integration requirements, but many institutions can launch quickly using Q-Consultation’s production-ready infrastructure. Because the platform is built as a white-label banking solution, you avoid building secure video and chat capabilities from scratch — accelerating time to market while maintaining full control.
