Create better financial relationships.
Through secure personal employee-customer conversations across your business
With Jodo For Finance & Insurance
BANKING
One framework for all your business connections
Convenient, hassle-free, quick – redefine your customer services!
VideoKYC
Secure VideoKYC for customers directly from your website
Complex Made Easy
Assist customers during their onboarding journey in realtime with live screen and doc share
Virtual Numbers
Virtual numbers for a direct one to one connection between customers and their relationship managers
Jodo Link
Secure digital video calling with Jodo Link for an enhanced customer experience
Secure database
100% secure interaction logs and recording
Risk Management
Better risk management with improved security and accountability.
Money On the table
Reduction in operating costs
INSURANCE
Assurance of Productivity
for the Business of
Indemnity.
Engage and support your customers in their hour of
need, from the comfort of their homes, from
anywhere. Claims served, trust reclaimed.
API's for Integration
Real-time access to the right policy, client, and claims data.
No Wait Assessment
Real-time assessment of damage, injuries, and property loss with Jodo Video.
Better Processing Time
Real-time processing of claims, no more piled up work-load
On-demand Video verification
Easy & secure customer verification from the comfort of their homes
United teams
Connected delivery agencies, branch offices, and support centres functioning in tandem
Liability Management
Better risk management, higher transparency, due accountability
Features
Omni-Channel
On-demand video, voice & chat for your customers from your websites, emails, QR codes & more
Quick adoption
Quickly adopt WFH business models, & integrate with CRMs and new-age collaboration tools.
Accurate
100 % reliable data w.r.t. customer location and identity records
Fusion
Easy digital & traditional communication channels integration.
Better Engagement
Easy team & Customer engagement through any channel from anywhere with browser based solutions.
Privacy Protection
Globally connected virtual numbers for company and employee protection.
Business Scenarios
Automation for Collection Management
No-lapse, No-Halt, No Incidents. Quite important for our client in insurance. To facilitate the free & timely communication with their policy holders, they leveraged Jodo Integration in their CRM.
A leading insurance company in India needed to automate reminders customers 5 days prior to ther policy renewal date to prevent their policy from lapsing.
Claim's Management
Clear, accurate assessment of damage for transparent claims processing is what our client in Insurance was looking for. And Jodo provided them with a tool (Video Calling facility) that will ensure free flowing process, so that each party is served with what is due to them.
A leading insurance company has decided to improve their customer experience during their claims management process.
