RTC & Digital Signature DemoTwilio Video POC
Video Consultations & On-Screen Consent Signing
Connect with clients via encrypted video and prompt them to electronically execute financial counseling agreements on their phone, tablet, or PC—without leaving the call.
Video Platform
Twilio Video & WebRTC
Client Devices
Phone, Tablet, Desktop
Compliance
E-SIGN Act & GLBA Audit
Active Counseling Sessions
Manage appointments, join as counselor, and monitor client consent status in real time
Quick Testing Instructions (Mobile, Tablet, Desktop)
1. Click "Counselor Room" to open the counselor console in this window.
2. Click "Phone QR" or "Copy Client Invite Link" and open it in a secondary browser window or scan it with your smartphone or iPad.
3. Once connected, click "Prompt for Signature" on the counselor console. Watch the responsive signature drawer open on the client screen while audio and video continue running seamlessly!