What's New?

Stay updated with LiveBank's latest features, improvements, and integrations. Discover what's new and enhance your banking experience.

Team Meeting Calendar – better coordination, less chaos 

Team Management
October 2025
We’ve added a brand-new Team Meeting Calendar designed especially for Supervisors, giving them full visibility and control over upcoming meetings scheduled by or for their team members. Key capabilities:  View all meetings related to supervised teams in a chronological list, starting from the current day.  Modify upcoming meetings – Supervisors can reassign the responsible advisor with just a few clicks. When a meeting is reassigned, the system automatically:  Sends an email notification to the newly assigned advisor  Updates audit details [...]

Smarter Control over Transcription and Chatbot Availability

AI Tools Chat Customer Service
September 2025
We’re expanding LiveBank with two new options that give organizations more flexibility in managing conversations and automation.    Automatic Call Transcription – with rules you control In the admin panel you can now define when and how call transcriptions are created. You may set rules for specific types of interactions to be transcribed automatically, or let the specialist decide to activate transcription during the call. This ensures compliance and insight where it matters, without overloading processes where transcription isn’t needed.  [...]

Adding an agent to the ongoing conversation – because expertise shouldn’t wait

Customer Service Voice & Video
July 2025
We’ve added a new option in LiveBank that lets a specialist, during an active audio or video call, invite another agent directly into the same conversation. The only requirement is that the invited agent must be in a ready status to take the call. No need to transfer or restart the session. You can seamlessly bring in the right expertise at the moment the client needs it. Example: A client discussing a mortgage has additional questions about investment offers. Instead [...]

New features in team management: import, export, and KEY

Team Management
June 2025
Managing team structures has become much faster. The Teams module in LiveBank has been enhanced with new features that reduce manual work and provide better control over configuration. We believe that time is better spent managing your team than clicking. What’s new: Export team data to Excel for easy viewing, reporting, or documentation. Import teams from Excel – no more adding roles and tasks one by one. KEY – unique team identifiers for transparency when exchanging data. Each team now [...]
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