Sales

Maximise sales results with existing resources

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LiveBank
benefits

  • Streamline the onboarding process

    A cumbersome onboarding process means lost sales opportunities and high churn rates. Acquire new clients and reduce the onboarding time with a simple ID verification in digital channels and eKYC.

  • Increase conversion rates

    Support your bank’s sales and upselling by making services available to prospects through a chat, voice or video calls, and messaging apps. Help your prospects become clients using collaboration tools such as screen sharing, co-browsing, and file exchange. With an outbound communication feature, LiveBank promotes a proactive approach to sales.

  • Optimise costs and seize new sales opportunities

    LiveBank facilitates remote interaction with clients in a secure environment, which results in better management of human resources and increased sales. The routing function redirects clients to appropriate agents. Case-based communication provides for effective sales conversations across multiple contact channels. Additional features such as documents repository or canned responses shorten the time wasted on searching for information and files to be shared.

Solve your problems with LiveBank

How to increase the effectiveness of sales in digital channels?

Realise the full potential of sales in digital channels and support end-to-end processes.

  • Omnichannel

    Give clients access to digital banking whenever they need and wherever they are via integrated communication channels such as chat, audio and video calls, or text messages.

  • Human touch

    Combine self-service with human assistance and assign cases to the most competent agents using the routing function.

  • Automation

    Provide secure onboarding with eKYC functions such as remote ID verification and authentication, and close the sale in a single online session.

  • Prospecting

    Improve prospecting by flagging cases with the highest sales potential, and enable initiation of outbound interactions.

  • Collaboration tools

    Employ collaboration tools such as co-browsing, screen-sharing, or file exchange to guide clients through the online process from start to finish.

How to proactively offer banking services and products to clients?

A proactive sales approach is a prerequisite for high conversion and achieving targeted KPIs. Use LiveBank to build close relations with your clients.

  • Proactivity

    Outbound chat communication that empowers agents to approach clients at the optimal moment

  • Scheduling

    The possibility to arrange a virtual meeting with a client

  • Flexibility

    Real-time or asynchronous communication

  • Collaboration tools

    Collaboration tools such as files or links exchange, screen sharing, or graphical tools to support face-to-face remote support

How to optimize the workflow and leverage the competencies of salespeople?

Streamline processes and relieve agents from repetitive tasks.

  • Automated onboarding

    Implement eKYC to automate online onboarding of new clients.

  • Time optimisation

    Use canned responses to shorten the waiting time and accelerate the processing of standard inquiries.

  • Data accessibility

    Ensure quick access to all necessary information such as customer case status and conversation history.

  • One-point integration

    Integrate LiveBank with CRMs, databases, or file repositories to shorten the time used to search for documents and data in internal bank systems.

  • Smart use of resources

    Engage highly skilled employees working in physical branches and call centers to support remote sales.

  • Increased revenue

    recovery of lost sales

  • Cost efficiency

    reduced client acquisition cost

  • Effective sales

    increased lead conversion rate

See what success with LiveBank looks like

See all case studies
  • Citibank has selected LiveBank – implementing innovative virtual branches in 16 countries of APAC and EMEA regions

    Citibank has signed an agreement to implement Polish LiveBank technology, which will enable bank’s customers in 16 countries to benefit from virtual banking without leaving home. This is the first implementation of a virtual banking system on such a large scale in the world. Citibank is one of the world’s banking leaders. The bank serves […]

    Read full client story
  • LiveBank revolutionizing Chinese Standard Chartered branches

    Standard Chartered Bank, which has more than 1,200 branches in over 70 countries, has launched the LiveBank virtual banking system developed by the Cracovian company Ailleron in their Chinese branches. The bank had already implemented this pilot solution in Malaysia and Singapore, and the rapid adoption of LiveBank by users in the region opened the […]

    Read full client story
  • LiveBank takes Greek bank into a new era of customer service

    LiveBank will allow the largest Greek bank to create an e-branch service [1] – an innovative form of customer service that uses virtual advisors. This is yet another leader of a local banking sector which has decided to meet the needs of its customers by deciding to cooperate with the Cracovian company. Piraeus Bank is […]

    Read full client story
See all case studies

Our clients say it best

Conversation history and notifications about incoming messages are only some of the many solutions implemented as part of the project, carried out in cooperation with Ailleron. Very positive feedback from our customers shows us that we have taken the right path, which in turn poses additional challenges for us in terms of further product development.

Jarosław Ścigała

Manager of the Contact Center Development Department at mBank

An omnichannel platform for instant and secure communication over chat, video, audio and social media, optimizing remote advisory processes. An omnichannel platform for instant and secure communication over chat, video, audio and social media, optimizing remote advisory processes.

Aleksandra Buczkowska

Contact Center Director at mBank

As we have demonstrated in the past with our digital innovations, which has included the digital e-Kiosk, and the CommBank SmartWealth app – our awardwinning wealth management mobile application, Bank Commonwealth is committed to realising its digital transformation journey with CommBank Mobile. By partnering with LiveBank we have been able to make CommBank Mobile the next evolution of that journey, and the technology will ensure Bank Commonwealth continues moving towards our purpose: Building a brighter future for all.

Ming Chen

Director of Digital & Strategy at PT. Bank Commonwealth

Test our solution or contact us to find out how LiveBank can help you