Client Experience Software for Banking and Financial Advisors - TABLE CX

Better Returns Start with a Better Client Experience

Differentiate your financial business with fast, seamless, and secure solutions to engage and retain more clients. TABLE helps banks and financial institutions deliver an amazing client experience with a single point of contact that includes automated bots, collaboration, services, and appointments.

Client Experience Simple and Secure Messaging

A simple and secure client experience

Make it easy for clients to connect with bankers and financial advisors from anywhere through a single point of contact that includes chat, voice, and video calls. All communication is encrypted at REST and in transit and every message is transmitted and stored securely.

Collaborate on investments​

Clients trust your advisors because of the expertise they provide. Make it easy for them to collaborate together by sharing files, conducting presentations, accepting terms, and taking payments on your platform of choice, all within a single conversational interface.

Client Experience Collaborate on Investments

Numbers Matter

of all banking interactions will be mobile by 2022, as reported by Blumberg Capital.

of U.S. banking customers said mobile accessibility is one of the most important features.

is the expected success rate of bot interactions in the banking sector by 2022, according to Juniper.

of customers who plan to leave their bank say it was due to poor service rather than poor products.

Client Experience Expert Services on Demand

Services or experts on-demand​

Clients can quickly access banking services through simple conversational Bots and custom Experiences. Segment your experts by department, skills, or availability so clients can instantly access the knowledge they need. For example, give your VIP clients on-demand access to your best advisors if their personal banker isn’t currently available. 

Like Putting Data in a Vault

Stop letting your advisors and clients communicate via unsecure or public channels. With TABLE, your CISO will rest assured knowing that we treat data and security seriously. Every contact, message, and file in TABLE is encrypted at REST and in transit. 

Client Experience Like Putting Data in Vault
Client Experience Mobile SDK

On-the-go accessibilty

Our Mobile Software Development Kit (SDK) makes it easy to embed TABLE in your own app on iOS or Android. Clients will love getting the same personal support they expect in-person or on the web. Configure TABLE to use just the features that work for your business and maintain your branding with our customizable whitelabel platform. 

Ready to transform your client experience?

Connect with our CX Experts and we’ll show you how TABLE’s suite of features can help provide the frictionless and secure collaborative experience your clients are looking for.

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