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Finance · ANYSUPPORT · External support
iM Bank
· ANYSUPPORT Customer Stories / iM Bank

CUSTOMER STORY

Mirroring customers' screens at the internet call center to guide digital banking

When a customer struggles with authentication, transfers, product lookups or document submission in internet or mobile banking, the agent guides them while viewing a mirrored screen. Explaining from the menu the customer is actually looking at shortens the session and raises the completion rate on digital channels.

ClientiM Bank
ProductANYSUPPORT · PC + Mobile
Use TypeFinance · External support

BACKGROUND

Background

UsersInternet and mobile banking customersContact center agentsDigital channel operators

Challenge

What the customer sees on mobile varies by app version, font size and permission settings, so phone guidance alone rarely resolves it.

Key Objective

Agents may view the screen, but sensitive input fields such as transfer passwords must be hidden by policy.

After

  • Higher digital banking completion rate
  • Less explanation required from the customer
  • Consultation, resolution and completion records are kept as standard history and used to improve operations

SCENARIO

Remote Scenario

Internet and mobile banking customers

Contact center inquiries

Inquiry ID and consent record

Contact center agents

Customer consent and screen mirroring

Session ID and agent record

Contact center agents

Check the current screen

Issue classification and resolution log

Digital channel operators

Step-by-step guidance

Approval, handoff and change records

Detailed Scenario

When a customer struggles with authentication, transfers, product lookups or document submission in internet or mobile banking, the agent guides them while viewing a mirrored screen. Explaining from the menu the customer is actually looking at shortens the session and raises the completion rate on digital channels. Agents may view the screen, but sensitive input fields such as transfer passwords must be hidden by policy.

OPERATION

Security Controls

Security Controls

  • Prior consent from the customer or user
  • Role-based access permissions for agents
  • Screen restriction and masking on sensitive input fields
  • Auditing of session and resolution history

Operational Risks

  • Customer anxiety about remote support
  • Risk of exposing sensitive input screens
  • Sessions being ended without confirming the issue was resolved

PERFORMANCE

Recommended KPIs

Average consultation handling timeBaselines and targets to be set from real operational data
Remote session completion rateBaselines and targets to be set from real operational data
Repeat inquiry rate for the same causeBaselines and targets to be set from real operational data
Completion rate on digital channelsBaselines and targets to be set from real operational data

Rollout Phases

1. Design

The external support scope, consultation coverage, connection paths and agent groups are defined.

2. Rollout

AnySupport is deployed for PC and mobile environments and the operating scenario is validated against the most common inquiry types.

3. Optimization

Consultation data is analyzed around average consultation handling time and remote session completion rate, and the standard resolution playbook is expanded.

Is It Right for Your Company?

We'll propose a remote support model tailored to your industry, users, and security policy.

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