Skip to main content

Features

take a closer look at our products

Schedule a demo

Category Featured

Conversations & Messages

Explore features offered in this category.

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 New & Noteworthy

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.

Coming Soon

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 New & Noteworthy

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.


Don't see a feature listed?

Let’s discuss your ideas.

Connect With Us