Wealth management software
Get personal with a communication hub
Get personal with a communication hub
LiveBank
omnichannel wealth management
benefits
Trust and confidence
Clients in personal banking expect access to reliable tools and services at all times while still being able to interact with their bankers in a highly secure environment. LiveBank technology enables instant communication with an advisor and making sound decisions. Every single interaction helps build trust and confidence in the bank.
Trust and confidence
Embrace a new generation of clients
Personal banking is currently undergoing significant changes in customer behaviour. As wealth is being transferred between generations, more young people enter the client base. This generation is much more digitally savvy, open to modern technologies, and uncomfortable with the traditional personal banking model. LiveBank helps meet new clients’ expectations by enabling direct interaction with the bank through multiple digital channels and providing a personalized online customer journey.
Embrace a new generation of clients
Security
Personal banking clients are particularly sensitive to security issues. LiveBank meets stringent security standards and legal requirements thanks to encrypted connections, integrated antivirus software, safe database architecture, and state-of-the-art technologies for secure biometric authentication.
Security-
Meeting clients’ needs
51% of clients are not satisfied with the current form of communication with their banks
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Convenience
80% of people prefer online banking over visiting a physical branch
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Client retention
89% of clients are loyal to banks that implement an omnichannel strategy
How to build personalised relationships with clients remotely?
Effective communication is the prerequisite of building relationships. LiveBank enables contact using various channels and ensures easy switching between these channels and devices. Build rapport and trust by complementing self-service with professional human support. Enable agents to provide personalised and relevant information with case-based communication, history of interactions and data available thanks to LiveBank integration with internal systems and databases. While the scheduling function helps to arrange appointments at mutually convenient times, the outbound communication option supports proactivity, helps provide crucial information on time and makes clients feel taken care of.
How to deliver excellent customer experience in digital banking?
Make exceptional CX your competitive advantage. Adopt a customer-centric and technology-based approach to help clients achieve their goals in the most effective flow. LiveBank enables clients to contact the bank through various communication channels as it integrates them all in one point. Seamless switching between channels and devices, single sign-on, case-based communication and history of interactions enable the continuity of conversation and provide context for personalized support. Never keep clients waiting – automated routing directs the case to an available agent who specializes in the matter at hand. Collaboration tools prevent confusion during a remote conversation with an agent, help understand all complexities and make the right decisions. Let clients know you care about their opinion and show your commitment to excellence. After the case is closed, ask them to complete a satisfaction survey to learn what you can improve to increase client loyalty.
How to ensure a secure remote work environment?
LiveBank meets strict banking security standards thanks to encrypted connections, integrated antivirus software, safe database architecture, and state-of-the-art technologies for secure biometric authentication. It ensures secure data storage and processing in a private or public cloud. You can reduce the risk of data leakage or interception by separating sensitive data and introducing appropriate security measures, e.g. programmes that analyse traffic and react to potential attacks. LiveBank is a Saas product, and as such it eliminates the problem of complicated and time-consuming updates.
Our clients say it best
