One-point integration

Comprehensive support for digital banking in one platform

Simple Plug&Play approach

Back-end system dependencies and customer data dispersion may cause longer handling time. Stay ahead of the competition and integrate the platform various banking systems, like authentication, file repository, CRM and others, to offer smooth customer service. One-point integration approach is a simple solution guaranteeing availability and safety in all channels.

One-point integration made simple

LiveBank offers a standard list of integration that is the most common in financial services, however applies specific custom integrations on demand in order to streamline processes. This approach ensures access to customer data, but also speeds up transactions and solving the issues for the customers.

All key systems
in one place

Conversation history and documents

Various contact channels

EFFICIENT INFORMATION FLOW BASED ON CONVERSATION HISTORY

All the digital channels are required to reach the customers. LiveBank ensures access to the entire history of conversations, exchanged files with the split by every channel and touch point. In addition the Financial Advisor can put a note after each conversation, which gives a full context of customer’s issues for any next interaction with the financial institution. LiveBank Web Agent Application enables to track the issues and offer a complementary customer service.

Multiple touch points

One agent desktop

Comprehensive
customer history

Communication channels tailored to customers’ need

Our technology is here to help, regardless of the channel. That is why LiveBank supports multiple back-end systems, as well numerous means of communication mediums: text chat, audio, video, voice calls, social media, email, and SMS. Thanks to complementary and interactive conversations customers can finalize a purchase agreement or get support with banking products or services. LiveBank has its own ACD and fully configurable routing logic but also can co-exist with Contact Center platforms to unify routing within voice and text channels. Last but not least, a transaction can be finalized thanks to e-signature incorporated in a secure platform.

Traditional and modern
communication channels
with collaborative tools

LiveBank routing
or external routing
integration

DocuSign Integration

INTEGRATION WITH REPOSITORY SYSTEMS BOOSTS SALES PROCESSES

LiveBank is capable to integrate with file repository systems, already existing in the financial institutions. The financial advisor can pick up a personalized document directly from file repository and send to the customer through LiveBank Web Agent Application i.e. agreement. This approach doesn’t require that the Financial Advisor has to move between other systems and application windows. In addition the Financial Advisor can receive the documents from the customer and pin it directly to customer’s files, for example for product application processes.