Create Better Financial Relationships
Through secure, auditable employee–customer conversations across your business
Enable trusted, compliant, real-time interactions across banking and insurance with Jodo for Financial Services & Insurance.
BANKING
One Framework for All Your Business Connections
Deliver convenient, fast, and compliant customer service using a single execution framework designed for regulated financial environments.
VideoKYC
Secure VideoKYC journeys deployable in days, integrated directly into onboarding workflows—reducing friction while maintaining compliance.
Complex Made Easy
Assist customers during onboarding with real-time screen and document sharing, improving completion rates and customer confidence.
Virtual Numbers
Enable secure, one-to-one connections between customers and relationship managers with role-based access and controlled identity masking.
Jodo Link
Use secure digital video calling to engage customers directly from links embedded in emails, documents, or web journeys—with full logging.
Secure Records & Auditability
Secure Records & Auditability
Risk Management
All interactions are recorded with consent, logged, searchable, and auditable—supporting regulatory reviews and internal controls.
Reduce Servicing Cost While Improving Compliance
Lower operational effort and rework through assisted digital journeys—without compromising governance or oversight.
INSURANCE
Productivity and Trust for the Business of Indemnity
Productivity and Trust for the Business of Indemnity
API's for Integration
Real-time access to policy, customer, and claims data through CRM and core system integrations.
FNOL & No-Wait Assessment
Enable First Notice of Loss (FNOL) and real-time assessment of damage, injuries, or property loss using secure video interactions.
Faster Claims Processing
Accelerate claims resolution through assisted, real-time workflows, reducing backlog and processing delays.
On-demand Video verification
Secure, remote customer verification with consent recording and audit trails, deployable without physical visits.
United teams
Route interactions across field force, partners, surveyors, branch offices, and back-office teams using intelligent routing rules.
Liability & Risk Management
Improve transparency and accountability with recorded interactions, controlled access, and traceable decision paths.
Features
Omni-Channel
On-demand video, voice, and chat from websites, emails, QR codes, and digital assets.
Quick adoption
Rapid enablement of WFO / WFH / Hybrid models, with integrations into CRMs and collaboration tools.
Accurate Context
Reliable capture of customer location, identity signals, and interaction context to support compliance and risk controls.
Channel Fusion
Seamless integration of digital and traditional communication channels within a single execution layer.
Better Engagement
Browser-based access enabling teams and customers to connect securely from anywhere.
Privacy Protection
Virtual numbers and identity controls protecting both customer and employee privacy.
Business Scenarios
Assisted Sales & Servicing in Financial Products
Financial services face intense competition across products like credit cards, loans, insurance, and mortgages. Differentiation often comes down to timely engagement and follow-up.
A financial institution embedded Jodo into its sales workflows to enable real-time, assisted conversations during high-intent moments—improving conversion without increasing compliance risk.
Automation for Collection Management
To prevent policy lapses and improve renewal rates, an insurance provider automated pre-renewal reminders using Jodo integrated into its CRM.
Customers received timely voice and digital prompts, with escalation to human assistance when required—ensuring no lapses, no delays, and full auditability.
Claim's Management
An insurance company aimed to improve transparency and accuracy in claims assessment.
By enabling video-based damage assessment, customers, surveyors, and insurers collaborated in real time—ensuring fair evaluation, faster resolution, and complete interaction records.
