(844) 207-6663
Financial Services

Industry Expertise | Financial Services

Enhance Your Customer Experience Capabilities While Improving Quality And Mitigating Risk

Implementing a wholescale digital transformation can be complicated and time-consuming. But transforming your contact center doesn’t have to be. LiveVox’s comprehensive omnichannel solution is helping financial services companies across the spectrum develop customer-focused, conversational strategies that drive growth and retention while mitigating risk. This includes credit unions, fintechs, banks, and insurance companies among others.

Case Study

Bringing Back the Human Touch to Customer Experience

Read how fintech provider, New Credit America, leveraged LiveVox to bring back the human touch to personal finance amid a pandemic by downloading this case study.

Sucess Story_New Credit America Brings Back the Human Touch to CX

Subscribe to LiveVox Insights

Sign up for the LiveVox newsletter and learn about the latest trends and innovations curated for contact center leaders.

Channels of Choice

Benefit from a channel-of-choice, conversational strategy

From payment reminders and account alerts to two-way conversations with agents, customer demand for messaging capabilities is quickly shifting how customers engage with their financial service providers.

LiveVox’s omnichannel platform which includes Voice, SMS, Email, and Webchat, empowers you to quickly initiate and respond to customers on their chosen channel, at scale, while maintaining a high level of personalization and gaining insight across their entire journey.

Learn more about our Blended Omnichannel capability.

TCPA Risk Mitigation

Purpose-built to mitigate risk

LiveVox has over 20 years of experience supporting contact centers in the financial services segment with the tools and best practices they need to successfully navigate shifting regulatory requirements. LiveVox’s platform is purpose-built to mitigate risk with capabilities including:

  • A battle-tested, TCPA-focused dialing system for cell phone engagement
  • Embedded omnichannel consent management
  • Comprehensive compliance controls
  • Complete quality and compliance analysis
  • PCI-DSS certified platform and secure payment capture functionality.

Learn more about LiveVox’s approach to compliance.

Unified Customer Profiles

Boost your ability to cross-sell products

Studies show that customers are more willing to share information if they receive personalized financial products and services. LiveVox’s CRM enables you to effortlessly create sophisticated omnichannel workflows that take customer segment and interaction history into account. Drastically increase your ability to upsell by engaging your customers with relevant and timely information in a format they are most likely to engage with.

Find out more about how LiveVox’s Unified CRM can help create targeted campaigns.

Why Choose LiveVox?

Better Customer Experience

Agents engage via configurable workflows in tailored desktops. The tailored desktops have the benefit of key consumer profile information and interaction history, to provide superior customer experiences.

One Unified Platform

All LiveVox capabilities are accessed via a single, secure, cloud-based platform, allowing for a seamless experience for agents, supervisors, and decision-makers.

Easy Integration

Supplement rather than replace your existing systems of record and CRMs via our open APIs so agents get up and running quickly.

Reduced Total Cost of Ownership

Drive performance and stay on top of security requirements while also reducing operational and capital expenditures.

Mitigate Risk

Comprehensive compliance controls including consent and revocation management as well as CTIA industry guide and TCPA and CAN-SPAM regulations.

Customer Channels of Choice

Engage with customers in the places they want to be including Voice, Email, SMS, and Web Chat and unite all conversations.