Conversations & Messages
Communicate with your accountholders safely and securely, keeping them informed about what's happening and assisting them in their moment of need.
Back-office Communication
Assign to User
Assign a specific conversation to someone within your support staff.
Attach a Form
Attach and send a fully authenticated form (i.e. change of address) from your support staff to your users through Conversations.
Attach Accounts, Transactions, Files and Photos
Allow users and support staff to attach accounts, transactions, files, or photos to provide more context to support sessions.
Case Management (Routing, Tagging, Reporting)
Create and attach tags to cases for improved case management and reporting.
Conversation Status (New, Open, Pending, Closed)
Understand and automatically update a conversation’s status based on what action is needed by whom.
Display User’s Recent Activity
Gain context about your user's support history by viewing previous conversations and managing duplicate messages.
Email Notifications
Receive email notification for new and unread support conversations.
Hours
Quickly update your hours of operation, including holidays hours, to let your users know the best times to contact you.
Message all Users
Send messages to all of your users, keeping them up to date with your institution’s news, and gain greater control with the ability to schedule, expire, and send your messages as an in-app push notifications.
Saved Replies
Utilize a custom saved reply or template to answer your most common questions.
Schedule and Expire Messages
Create timely messaging for all users with the ability to schedule, expire, and send as an in-app push notification.
Screen Sharing
Skip the confusion and quickly reach a solution by allowing both employees from your financial institution and accountholders to share any part of their screen during video calls.
Secure, Asynchronous, Personal Chat
Allow users to have a secure conversation with your institution, exchanging messages and documents.
Segmented Messages
Target a specific group of users with customized marketing and notices, allowing for more tailored messaging and delivering a more efficient, personalized experience.
Support Initiated Conversations
Quickly start a conversation from a user’s profile.
System Status Message
Alert users when your institution is experiencing maintenance or other disruptions to their mobile and online banking services.
Video Chat
Quickly initiate a video call within Banno Conversations™ to more efficiently assist your accountholders.
View User Profile
User photos provide an opportunity for a more personal support conversation.
Secure Conversations
After Hours Message
Set an after hours message to appear when you are unavailable. This helps your users know when they can expect a response and you can provide other opportunities for self-service/help.
Attach a Form
Save your users a trip to your branch. Now your support staff can attach and send a fully authenticated form (i.e. change of address) with just a couple of clicks – and it’s just as easy for the customer to fill out and send right back!
Attach Accounts, Transactions, Files and Photos
Users and support team members can attach accounts, transactions, files or photos to provide more context to support sessions.
Branded Email Notifications
Receive email notification for new and unread support conversations.
Start a Conversation
Users can chat securely with your bank’s support team to get the answers they need, designed to feel like the messaging app they use every day.
View Hours of Operation
Users can see when your institution is available to help.