LiveVox Customer Experience

LiveVox Solutions | Financial Services

How Can You Change The Financial Services Game?

Contact center leaders in the financial services industry must adapt to new challenges every day. Here, you’ll find solutions to help you be a game changer for your company when it comes to originating loans, servicing accounts, or collecting debts.

Transform The Way You Do CX, AX, And Compliance

Your financial services company is more than just your products or services. Can’t win new customers and keep them happy? Then it doesn’t matter what you’re selling. The right contact center tech helps you simplify lending, exceed client expectations, and drive higher ROI.

Easy Digital Lending For Everyone

Looking for simple, seamless loan origination across channels?

+ Implement cloud software to help speed up processes
+ Enhance engagement with a unified CRM to secure more loans
+ Resolve claims quicker with AI tools / live agent guidance

Better Client Service At Every Step

In the financial services industry, it pays to know your clients:

+ Integrate with your existing CRM / SORs
+ Gain access to 360° customer data and insights to optimize
+ Give agents tools / data they need to resolve client issues

Faster Resolutions To Bring In More Dollars

Cloud technology helps you reach out & respond to clients effectively:

+ Use smart targeting for alerts / messages that get results
+ Offer clients convenient self-service with digital / AI
+ Add tools that help collect payments / reduce charge-offs

Service Clients Seamlessly

Beat Tech-Savvy Competitors

Make Compliance A Focus

Protect Data & Security

Empower & Coach Agents

Deliver Consistent Client Results Across Channels

  • Voice plus convenient, 24/7/365 digital channels / self-service options
  • Use 360° profiles to tailor messages using relevant product / service offers
  • Give agents tools that help them verify / assist / take payments from clients
  • Offer clients secure payment options via phone / digital / AI solutions
  • Add automation tools to enhance offer presentation / compliance / QM

See What Seamless CX Can Be

Stay Ahead Of Smaller, Tech-Savvy Competitors?

  • Stop legacy hardware issues that cost you time / money / opportunity
  • Implement cloud software for max flexibility as financial industry evolves
  • Find a platform that makes scaling / innovating / upgrading fast and easy
  • Add AI-powered tools / automation to improve CX / boost AX / drive ROI
  • Use analytics to monitor / parse 100% of interactions for QM / compliance

See What It Takes To Stay Ahead

Focus On Compliance And New / Changing Regulations?

  • Choose cloud tech that delivers compliance + performance together
  • Gain expert risk coverage spanning TCPA, CFPB, CTIA, and more
  • Add battle-tested tools built for outbound voice / SMS compliance
  • Reduce risk / errors with built-in contact controls / consent tracking
  • Boost results with features like analytics / scripting / DNC lists

See What Compliance Focus Means

Protect Data / Prevent Breaches / Maintain Security?

  • Find a cloud partner that detects / fixes errors before they even happen
  • For maximum data security, strongly consider a public cloud environment
  • Meet payment security requirements with a PCI-DSS certified platform
  • Protect data / prevent compliance risks with data center redundancy
  • Make sure you have an SLA agreement with end-to-end coverage

See What Worry-Free Security Looks Like

Empower Agents With Collaboration & Coaching?

  • Give agents tools that help manage workloads / boost performance
  • Add collaborative tickets / real-time alerts / new accounts via tickets
  • Track / manage escalations linked across departments / channels
  • Use automated Quality Management to gain actionable insights
  • Expand agent skills with targeted 1-to-1 coaching / tailored eLearning

See What Works To Empower Agents

The Contact Center Platform
That Helps You Do Financial Services Differently

Keeping up with the pace of change in customer communications is a constant challenge. With LiveVox’s cloud contact center platform, you can redefine customer engagement and deliver game-changing performance.

Omnichannel / AI
  • Meet Customers On Their Channels Of Choice
  • Provide AI-Powered Self-Service Options
  • Voice, Chat, SMS, Email, And More

Attempt Supervisor
  • Manage Outbound Contact Attempts
  • Across Voice, Email, And SMS
  • For Compliance / Customer Consent

Contact Center CRM
  • Keep All Your Systems Synced In Real-Time
  • Channels, Customer Data, Plus Ticketing History
  • Agent Desktop In A Single Pane Of Glass

Agent Scripting
  • Dynamic, Trigger-Based Scripts
  • Get Agents Up To Speed Fast
  • Guide Them With Key Info

Consent Management
  • Verify Consent At Every Step
  • Tailor Campaigns To Preferences
  • Profiles Automatically Update

Secure Payment Capture
  • Protect Customer Information
  • Self-Service Payment Option
  • Offload Payment Security Burden

Customer Journey Analytics
  • 360° View Of Behavior Across Channels
  • Optimize Strategies Based On Insights
  • Fast Data Integration / No Disruptions

Quality & Compliance Management
  • Monitor 100% Of Interactions
  • Custom Scorecards And Filters
  • Reduce Risk Across Channels

Complete Product List
  • Channels, AI, Contact Center CRM, WEM Tools
  • Seamless Integration, Frictionless Experiences
  • Highest Risk Mitigation And Data Security Levels

Analyst Report

Modern CX For Financial Institutions

See Frost & Sullivan’s advice for modernizing contact center CX in your financial services organization.

What Are Your Advantages With LiveVox?

Transform your contact center's performance with a proven cloud platform that's actually easy to use and optimize.

Billions of Omnichannel interactions powered every year

Trusted by game-changing clients for more than 20 years

Recognized by the industry's leading analysts

Fully-Integrated Public Cloud Platform

+ Unified Tools, Channels, And Data To Maximize ROI
+ Fast, Easy, And Cost-Effective To Scale And Optimize
+ Turnkey Omnichannel / AI / Analytics Out-Of-The-Box

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AX Workplace Made For Contact Centers

+ Integrate It All, Including Agent Workflows, In One Screen
+ Smart, Simple, And Seamless Cross-Channel Interactions
+ Easily Push And Pull Data From Your CRM / Other SORs

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Scalable, Flexible, Reliable, And Secure

+ 100% Public Cloud Infrastructure And 24/7/365 Support
+ Easily Configure Our Modules, APIs, And Growing Partner Network
+ End-To-End SLA / High Availability And Enterprise-Grade Security

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LiveVox is proud to be both PCI and SOC 2 Compliant.