What's New?

Our new settings in LiveBank bring significant enhancements to easier compliance management and improved data handling. 

1. Customized Retention Periods for Recordings/Interactions: We’ve introduced a flexible retention period setting for recordings and interactions. This allows you to define how long data is retained in the system, helping you stay compliant with internal regulations and legal requirements. After the specified retention period lapses, recordings are automatically purged from the system reducing the risk of holding onto unnecessary information.
2. Enhanced Conversation Tagging: Our new feature enables you to tag conversations as “Verified”. This functionality provides clear visibility into which interactions have been audited and assessed, improving oversight and quality control. 

These updates are designed to simplify your data management practices while enhancing oversight and control. By automating data retention and providing detailed tagging options, we help you maintain compliance and meet all necessary regulatory and internal standards. 

Introducing two new features in chat channel that give businesses greater control over customer interactions.  

First, administrators can now create and manage pop-up messages that appear directly in the chat window, perfect for presenting personalized welcome messages, promotions, or important notifications to users at just the right moment. This capability allows businesses to engage with customers more effectively, ensuring key information is communicated promptly and clearly. 

Additionally, we’ve introduced the ability to set a maximum character limit for chat messages. This feature ensures that communication remains concise, reducing the risk of overwhelming or paste-long text from clients. 

Both of these parameters—pop-up message configuration and character limits—are now fully manageable by business administrators through a streamlined interface. This new level of control allows for more flexible and strategic management of your communication channels, enabling businesses to tailor the customer experience in real-time to meet specific needs and goals. Whether you’re looking to create a consistent messaging style or deliver targeted content, these enhancements provide the tools needed to optimize your chat interactions. 

We are excited to unveil our latest feature—Multi-Conference Mode, designed to enhance your customer engagement capabilities. Now, advisors can initiate and manage “one-to-many” conversations effortlessly. Whether it’s a financial briefing or a customer support session, interact with multiple clients simultaneously while maintaining a personalized touch. This feature is perfect for hosting group consultations, or multi-stakeholder meetings, all within a secure and compliant environment.
How its work?
Advisors book a meeting in the LiveBank calendar modules. Each created meeting works as a separate room with a time border from start to end. A client who receives the link to the meeting will be able to join.
Soo simple.

We’re introducing a new feature that allows users to test their camera and microphone directly within the platform. Before joining a call, ensure your devices work perfectly, avoiding any last-minute technical glitches. Our intuitive interface guides users through the testing process, confirming audio and video quality. Additionally, the system now automatically detects if a client has not granted permission to use their camera or microphone. In such cases, a clear notification will prompt them to adjust their settings, ensuring smooth communication without interruptions. This proactive approach minimizes delays and enhances the overall user experience, making every interaction more efficient and professional. 

Faster. Simply. Proactive. 

We’re adding a new, powerful module to our application—Appointment Scheduling for advisors. With this feature, advisors can now easily schedule both video calls and in-person meetings directly within the app. The module provides access to a comprehensive list of all appointments (upcoming and past), allowing advisors to keep track of their interactions seamlessly. This enhanced functionality empowers advisors to better manage their activities and organize their workday more effectively, ensuring a higher level of productivity and customer satisfaction.

The new module also enhances visibility and control over activities. With access to a complete history of meetings, advisors can track and prepare more thoroughly for future engagements. The ability to schedule different types of meetings—whether virtual or in-person—provides flexibility, catering to the diverse needs of clients. By centralizing all appointment-related activities within one interface, advisors can reduce the time spent on administrative tasks and focus more on delivering exceptional service.

Happy to announce the launch of our new cloud-based version of LiveBank, built on Google Cloud Platform (GCP). This transition to a native cloud infrastructure offers significant benefits, including faster and smoother scalability to meet your growing needs. With GCP’s robust and flexible architecture, our application can now handle increased demand more efficiently, ensuring consistent performance and reliability.

This solution has already been successfully implemented for our client, ING. For more details, you can read the full case study on our website.

LiveBank Cloud took just 4 weeks to implement!

LiveBank transformed ING Bank’s online mortgage journey