Sell & manage complex financial products 100% remotely
LiveBank is an enterprise-class cloud solution for safe and effective banking.
Imagine a platform where your clients can fully remotely complete the end-to-end process of even the most sophisticated financial products, such as a mortgage loan. They get the constant support of professional advisers in no time, and are safely navigated through all the complexities. The document flow is secure and fully digital, and it all can be reached from the comfort of their couch.
Ready to create your Customer Engagement Platform with LiveBank?
Key values of the Platform
- Increasing sales
Improve the conversion rate by providing customers with an easy, intuitive platform for handling complex banking matters 100% remotely. Increase the availability of advisors with the convenience of communication channels and meeting times of the client's choice.
- Manage advisors work efficiency
LiveBank brings the ability to build complementary team of advisors regardless of their physical location to make banking services more friendly and accessible to your clients.
- Reduce credit decision time
Online collaboration and automations reduce the overall process time by weeks and allow to finalize even the most complex product (e.g. mortgage loan) in a shorten time, which leads to increased total sales value.
- Customer data security guaranteed
Dedicated banking platform that meet data security standards for the financial sector and complies with regulations.
Customer Engagement Platform for Mortgage
In the LiveBank cloud-based CEP application, intelligent customer processes are orchestrated and are based on a case management record and processes. It also includes collaboration tools, diagnosing and solving problems, as well as handling complex financial issues.
Interested in selling complex products remotely? Contact us to get more details!
Our consultants will email you within 24 hours to arrange a LiveBank discovery meeting, so check all your inboxes soon.