Video Consulting
Advice directly On Site. No Matter Where.
Offer your customers advice that responds flexibly to their requirements. No detours, no restrictions – right where they are.
Customers
Consulting
Simply
better advise
With Dynamic Workload, you can take your customer advice to a new level and create new standards in terms of flexibility and efficiency. The innovative platform adapts seamlessly to the requirements of your customers and enables advice from anywhere – for a customer experience that inspires.
All business cases
As individual
as your customers
Thanks to a wide range of customization options, you are optimally prepared for all business cases and react flexibly to the needs of your customers.
Digital Signature
Directly to
contract conclusion
After successful consultation, your customers will be able to conclude the contract without detours. It couldn't be more comfortable.
AI summary
Record
what is said
Smart AI assistants support your employees: customer conversations are transcribed live and summarized in real time. This minimizes errors and relieves your employees.
Multichannel
Reachable everywhere
Whether by phone, chat or video — reach your customers anytime, anywhere.
3rd Party interfaces
Everything
at a glance
Connect your CRM and other 3rd party applications to always have an overview of all customer data during a conversation.
IPD Sovereign Cloud
Sicher, souverän, compliant
Dynamic Workload läuft in der eigens entwickelten IPD Sovereign Cloud. Als Full-Stack-Lösung bietet die Plattform vollständige Unabhängigkeit von Hyperscalern sowie volle Transparenz. So gewährleisten wir volle Datenkontrolle, höchste Sicherheit und eine Infrastruktur, die sämtlichen regulatorischen Anforderungen gerecht wird.
Seamless integration
Thanks to powerful API interfaces,
Dynamic Workload adapts flexibly to your existing IT landscape.
Use Cases
Dynamic Workload Solutions
Dynamic Workload live
Discover how you can optimize your customer service with the help of
state-of-the-art technologies and request a no-obligation live demo!
- Boost Your Efficiency
- Take the Pressure Off Your Employees
- Captivate Your Customers
FAQ
Frequently Asked Questions
Video Consulting is designed for structured customer consultation, whereas classic video conferences merely facilitate communication. Dynamic Workload offers features such as a shared document view for customers and employees, a digital signature option, and live transcription and AI-powered summaries. In addition to video calls, traditional telephony and a chat function are also available to connect with customers.
Service quality improves as complex issues can be resolved more quickly and with visual support. Customers no longer need to grasp documents, options, or contract details solely through phone conversations. Employees can share contracts, answer questions immediately, and formally record the next steps. This significantly boosts the first-contact resolution rate, especially in hybrid service organizations, as consultation, documentation, and follow-up processing are all integrated into a single, unified process.
Video consulting is particularly well-suited for complex inquiries that require explanation, such as when customers need to review documents, understand decision-making processes, or sign contracts on the spot. Typical use cases include insurance consultations, claims processing, contract modifications, financial advice, and complex service requests. The greatest operational benefit is realized when processes that were previously split across phone, email, and separate specialized systems are consolidated. In these cases, integrated video consulting can shorten processing times and reduce the need for follow-up questions.
Yes, if the digital signature is technically integrated, the consultation can transition directly into the closing process. Dynamic Workload supports digital signatures within the consultation workflow. This eliminates the need for additional emails, printouts, or separate signing procedures. Before implementation, companies should verify which type of signature is legally required for the specific contract and ensure that identification, consent, and documentation are fully integrated into the process.
A professional video consulting solution should be able to integrate relevant customer data and specialized applications into the advisory process. To this end, Dynamic Workload supports interfaces for CRM systems and other third-party applications, as well as API-based integrations. This allows employees to access the information they need during a call without having to switch between applications.