Process optimization & automation

With collaborative tools like screen sharing, document sharing, LiveBank can easily provide the same meaningful service as the customer would get during a visit to a branch. Let your remote advisors share the materials of their choice with their audience, boost your sales, and collaborate on online websites. Share personalized files by the means of integration with the banking document repository.

Opening a new current account doesn’t require a physical presence of the customer in the branch. LiveBank has evolved and offers fully automated eKYC process which enables to upload all information and documents without an assistance of the Financial Advisor. However, human assistance is offered whenever the customer needs support or there are some steps which should be verified by the Financial Advisors. In addition, eKYC may be applicable for high-risk post-sales processes, which require an enhanced customer video-verification, like personal data update, changing credentials to online services or loan generation.