Pocket Banker by BOQ Specialist is a new way for you to virtually connect and chat securely with your dedicated financial specialist. You can share messages, documents and schedule video meetings with your financial specialist through the app.
You can ask questions and discuss applications you have with your financial specialist at a time and place that’s convenient to you. Instant messaging allows you to easily and quickly send your financial specialist a message whenever you want and receive a notification when they reply, just like all your other chat apps.
Not only can you securely share documents about applications, but you can mark them up and add comments to them. This helps you get the correct documents sent quicker so we can get your application moving as fast as possible.
Pocket Banker by BOQ Specialist ensures your data is encrypted in transit in line with industry best practice.
How to get started
1. Contact your financial specialist about getting an invitation to the Pocket Banker app.
2. You will then receive a unique invitation link via email. Click on the secure link.
3. Download the app here and set up your account.
4. You’ll be connected straight to your financial specialist once you’re logged in to the app, where you can start chatting.