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
- Wealth management
- Relationship management
- Loan and mortgage applications
- Client engagement
- Post-merger integration