Challo—Client engagement

Challo is the all-in-one collaboration tool that harnesses advanced B2C and B2B technologies to address many common challenges in the industry such as wealth management, client advisory services, loan and mortgage application processing. Challo brings vendors, suppliers, clients, and partners together building a community centred around for secure collaboration.

Engaging client collaboration

  • Work alongside partner companies and clients in a single secure Challo workspace. Meet, connect, and chat—all in one application.
  • Make clients active partners—Bring clients into a workspace directly from your website to empower them to make the right decisions.
  • Co-browse across your client portals, with the knowledge that sensitive information remains out of sight.
  • Safely present the documents you approve, and take your clients straight to the places that matter to them, without the need to screen-share.
  • Draw attention to specific items with annotations, or explore ideas together with dynamic whiteboards.
  • Securely upload or share client information from your cloud office suite to collaborate directly with your partners.

Empower your advisors

  • Build engaging relationships with clients—host meetings that anyone can join from any device.
  • Start video meetings immediately—no downloads required.
  • Use persistent workspaces, to collect applications and other client documents securely.
  • No more email with PDFs or wasted productivity searching for documents.
  • Direct all project related emails direct to your workspace with your personalized Challo assistant.
  • Breakout to handle your client’s request with your experts then use the built-on approval system for faster sign-off.

Security and compliance

  • With no downloads, your clients and advisers can get straight to business without delay.
  • Maintain identities and increase activity tracking, that all parties can audit—No guest users.
  • Your clients on PSTN calls can access workspaces and engage with your transparent process.
  • Bring your own cloud storage to keep tight control on where your data resides.

Opportunities for use

  • Digital transformation
  • Consulting
  • Wealth management
  • Relationship management
  • Loan and mortgage applications
  • Client engagement
  • Post-merger integration

If you would like to know more about how Challo can work for you, please don’t hesitate to contact us.

Sign up today for a Challo free account, it includes a 30-day trial of Challo B2X enterprise workspaces:

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