Patent ID: 8731180

Claim:
A video collaboration method comprising: receiving, by a processing device, a request from a customer to access an online banking account at a financial institution through an online banking; authenticating, by the processing device, the customer as the customer associated with the online banking account, via the online banking application; monitoring, by the processing device, products or services that the customer is researching within the online banking application to determine the products or services in which the customer has an interest; providing, by the processing device, a prompt through the online banking application if the customer would like to speak to an expert over a video call regarding the products or services in which the customer has the interest; receiving, by the processing device, an indication that the customer would like to participate in the video call with the expert in response to the notification; initiating, by the processing device, the video call between a first remote video system of the customer at a first location and a second remote video system at a second location, wherein the first remote video system is a computer system of the customer; determining, by the processing device, routing instructions associated with the call, wherein the routing instructions at least indicate that the call includes video capabilities and an indication of the products or services in which the customer has the interest; routing the video call to the second location of the expert, wherein the expert at the second location has video capabilities and has an expertise in the products or services in which the customer has the interest; displaying, via the first remote video system and the second remote video system, information associated with the online banking account to the first location and second location during the video call; and receiving, via the first remote video system, input from the customer, wherein the input is an electronic signature.