Process optimization & automation

Improve your processes with functionalities and modules powered by LiveBank

Provide communication and tools to convert your prospects

Meeting in the branch in person is now harder than ever.Availability of branches is reduced and many customers are reluctant to visit those which are left. Luckily, LiveBank can help you reach members of your target audiences at their home.

SHARING AND COLLABORATING FOR BETTER RESULTS

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.

Human advisory
for complex
customer’s issues

File exchange

Screen sharing

BROWSER BASED MODERN AGENT APPLICATION INCREASES PRODUCTIVITY AND EFFICIENCY

A Financial Advisor can see in Agent Application insights and context of every interaction, like touch point (mobile banking, internet banking, public website or WhatsApp.There is multichat available for agents, allowing them to switch easily and securely between concurrent conversations. The tool improves productivity by giving access to quick actions panel: predefined links, files and canned responses. The Financial Advisors can approach their customers with outbound text chat (i.e. commercial campaigns, other notifications) sent to mobile application (push notification) or to messaging tools, like WhatsApp.

Multichat, video, audio

Quick action panel

Outbound text chat

AUTOMATED eKYC CUSTOMER ONBOARDING AND POST SALES PROCESSES

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.