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CLIENT ENGAGEMENT

Transform your client engagements with Challo

With Challo you can engage with your clients across their entire journey. Features like chat, video, and document-share transform your clients from passive to active participants, empowering you to deliver better, faster services. Learn how Challo energizes client engagements through the following ways:

Schedule a meeting

ONE-STOP EXPERIENCE

Build a better client experience

Challo connects every message, meeting, and shared document in one view.

Unlike meetings platforms that bring you to a single engagement, Challo consolidates your engagements with a client into a single continued experience.

Challo requires no downloads so your clients can quickly access meetings and you can get straight to business without delay.

Draw on your history of past calls, recordings, and documents, to align your services and communication to build trust with your clients.

To find out more about building a better client engagement:
How digital engagement transforms commercial banking

INTEROPERABILITY

Simplicity empowers advisors

With all your communication in one place, boost productivity and give your clients the rapid turnaround they expect. 

Challo integrations let you share your original resources to reduce document duplicity.

Draw attention to specific items and explore new offerings together; while keeping sensitive information out of sight using co-browse, document present, and dynamic whiteboards.

To find out more about interoperability:
Building a successful client engagement strategy

COLLABORATION SECURITY

Enterprise-grade security

Protect your data

Build security into your existing workflow. With Challo, present documents to your client after you have approval.

Rich session replays keep track of all your activity with a client. You can use this history for auditing purposes, or to personalize recommendations for your client.

Use Challo with your client-portals and maintain user identities for accountability. Even turn phone engagements into a secure, collaborative experience. Use short-code access to begin using video, chat, and content share.

With Bring-Your-Own-Storage you control exactly where your data resides and meet your compliance requirements.

To find out more about security: Challo—Security

Schedule a meeting

Find out more

Challo—Security

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Challo—Bid management How digital engagement transforms commercial banking