Financial Services

Name: Livevox
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Transform your ability to communicate with customers while mitigating risk

Implementing a wholescale digital transformation of your institution is complicated and time-consuming. But transforming your contact center doesn’t have to be. LiveVox’s comprehensive omnichannel solution is helping banks and credit unions of all sizes to develop customer and member focussed, conversational banking strategies, that drive growth and retention while mitigating risk in a highly regulated environment. See how Texas Dow Credit Union (TDECU) expanded its digital engagement and increased member retention.

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Benefit from a channel-of-choice, conversational banking strategy

From payment reminders to account alerts, consumer demand for messaging capabilities is shifting how people manage their money. Because our voice, multichannel, CRM and Workforce Optimization capabilities are part of a single platform within a unified data model, you can greatly expand your powers of communication while driving performance and minimizing risk.

LiveVox’s native SMS, email and chat solutions empower banks 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.

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A compliance-focused solution

In the highly regulated environment of financial services, managing communication preferences and outbound activity is not just a matter of customer satisfaction, but regulatory adherence. LiveVox was born and bred in the industry, and all of our solutions have compliance considerations at their core. When it comes to compliance, our contact and consent management, and outbound voice solutions are industry leaders. Our court record tells the story for itself, with 9 wins and 0 losses in TCPA lawsuits.

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Boost your ability to cross-sell products

Studies show that consumers are more willing to share information if they receive personalized financial offerings. LiveVox’s native CRM enables banks and credit unions to effortlessly create sophisticated multichannel workflows that take into account who the consumer is and the channel that works best for them to be engaged on. Approaching your customers with information that is relevant, timely and in a format they are likely to engage with will drastically increase your ability to upsell.

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