Features currently supported by Claripoint Virtual Advisor

Screen share

Claripoint Virtual Advisor Screen Share can be used to transmit any content to the customer. Any real time analysis software, showing graphics and tabular data, can be used to discuss and illustrate a point. This can be very powerful, saving hours when it comes to describing something particularly visual or complex.

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Co-browsing

Claripoint Virtual Advisor co-browsing tool allows the adviser to guide customers to product providers' websites including locked down areas and apply for a mortgage or financial product online. It can also be used to visit competitor's web sites to show transparency in the sales process.

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Audit trail

Claripoint Virtual Advisor provides a full audit trail of all content presented during a live advice session. This is stored in an accessible secure server.

The audio is sync with the advice session and is formatted to "tell a story" and tie-in with a "reasons why" letter or report. The recording and audit trial is also activated automatically when an advice session commences to avoid user errors. This is crucial to comply with FSA regulations.

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PowerPoint

Agents can upload Microsoft PowerPoint to deliver customised presentation material, explaining products and features relevant to customers' circumstances. PowerPoint slides can be accessed randomly, so that advice sessions can be tailored on-the-hoof to clients' questions and requests. (Note that the client does not require PowerPoint to be installed on their computer.)

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File transfer tool

Claripoint Virtual Advisor has the ability to send files so that generated reports can be sent rapidly during an advice session. This can also include quotations; "Key Features" documents, "Reasons why" letters and Analysis reports. If online applications are not available from any product providers, then PDF forms can be sent immediately using this tool.

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Poll questions

Claripoint Virtual Advisor can send questions to record customers' responses, and these are stored within the audit trail. (Please note this has been specifically customised on the Virtual Advisor platform for use in the FSA-regulated market.)

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Pointer

Claripoint Virtual Advisor has a pointer function to emphasise a point or highlight a detail. This is especially useful when scrolling through a number of product lists for selection.

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Customisable audience toolbar

Claripoint Virtual Advisor has the option to embed the adviser's picture onto the page, giving a personal touch. It is an FSA requirement to present your business card and contact details before an advice session commences. Customer interface and adviser interface can be fully customised and branded to promote the company's proposition.

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Web slides

Claripoint Virtual Advisor has this option to effortlessly slide from presentation to web page, for showing web content to illustrate the proposition and its benefits.

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Screen Show

Claripoint Virtual Advisor screen show is essentially a desktop sharing product which will allow application forms to be filled in before the customer's eyes and submitted to the product providers.

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