The Online Bank Branch

Create an immersive online banking experience for your customers that increases sales and loyalty

Xaleon’s Online Bank Branch is a software solution that mimics the customers in-branch experience online. Bankers, for the first time are able to seamlessly serve the customers in digital meeting rooms that have a range of tools including a whiteboard, screen drawing, co-browsing, collaborative form filling and eSignatures.

Why should Banks consider the Digital Bank Branch?

With between 50-80% of customer world-wide and cross-generation still choosing Bank Branches to purchase new products and open accounts, Banks are having to adapt rapidly. On one hand, the footfall in-branch has lowered considerably with customers choosing to undertake everyday banking themselves, and on the other hand, most banking products including mortgages, new accounts and loans are still purchased in-branch. Banks need to find a balanced and scalable solution to create a banking experience that provides their customers with digital flexibility, but also support when they need it.

The Online Bank Branch

Banks can now re-create the branch experience online in a way they were unable to do before. What does this mean? Let’s take a tour around a digital banking branch:

The Online Branch:

The Online Branch:

Instead of driving through to the bank branch, both the customer and the agent are entered into a digital branch room. In this space, all the office/branch tools you would have physically, are now digitally available including: a whiteboard, screen drawing, document collaboration, document sharing, video call and eSignatures. The digital branch is a private online space where customers can be supported with:

  • Setting up a new bank account
  • A Mortgage application (including collaborative form-filling and signing contracts)
  • Investment advice and collaborative investments (Wealth Managers and Private Bankers can guide their clients through every step of the process and take over if they need to)
  • Bigger online transfers and international transfers
  • New product sales such as insurance
  • Know Your Customer process

The digital appointment booker:

The digital appointment booker:

New customers and current customers are able to select the service they require and book an appointment with the agent or manager of their choice. The appointment booking tool opens the calendar of let’s say all the Wealth Managers available on the day of your choice. You simply book the appointment – the tool will send the agent a calendar request with a link to the digital branch meeting room and send the customer a link and reminder on the day

The Video Call

The Video Call

Customers and Bankers are able to share the face-to-face experience with a video call – they are able to send each other documents and chat throughout should they need to. Other agents can join the call, or, should another family member need to join from a different location, this is also possible.

The Whiteboard

The Whiteboard

Agents are able to upload images, documents or websites onto the whiteboard and draw, mark and annotate just as they would with an in-branch experience. An agent can highlight certain texts, draw and erase and draw attention to what matters.

Document Collaboration

Document Collaboration

Forms and documents, especially for mortgages can be long and often, mistakes can be made, and often, the process will have to start from the beginning again. This is frustrating for customers, but also for banks who have their own targets and deadlines. With Document Collaboration, agents and managers can simply upload the appropriate form that requires filling and signing, and support the customer in filling this in, just as they would do in branch.



After forms and documentation is filled out, the customer and the agent can sign on the spot with a legally binding eSignature.

Engage with your Prospects – let us help you get started

How to get started



To make sure we are both aligned, Xaleon will discuss your goals and learn about your business through a value engineering assessment.



Depending on your business and strategic goals, we’ll build a customized roadmap in partnership, from entry point to deployment.



Take the first step to a cutting- edge Digital Bank Branch by adopting the Xaleon platform. Our team will get you started on the path to a capital light, rapid time- to-value platform in the cloud.



In addition to the long-term benefits of the Xaleon Digital Banking Branch Platform, we are committed to rapid speed-to-value so you can start reaping the rewards of the platform quickly.



Ongoing updates and comprehensive support from Xaleon ensure you have a partner in technology. We’re here to simplify your relationship with the platform and lead your business to long-term success.

Create an experience that your customers love

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