The Power of Integrating Jack Henry™ with LiveVox Contact Center CRM

Ready to create a holistic view of your customers and drive better engagement with the LiveVox + Jack Henry™ integration?

We’re proud to announce that we’ve joined the Jack Henry™™ Vendor Integration Program (VIP). Participation in the program provides LiveVox access to Jack Henry™’s technical resources through an integration with the Symitar® core platform.

The integration with Symitar allows client data to be accessed directly from the LiveVox platform, creating a holistic view of the customer within the agent workspace and digital self-service channels. LiveVox’s cloud contact center platform will allow Jack Henry™ customers to take control of performance and implement game-changing customer engagement strategies.

The rapport between a financial institution and its clientele goes beyond mere transactions. These relationships are built on trust, sustained by service, and nurtured by understanding – because personal finance is all about dreams, goals, and life’s big moments. 

With Jack Henry™’s prowess in relationship management and LiveVox Contact Center CRM‘s multifaceted functionality, the integration of these two giants is nothing short of revolutionary. And here’s why financial service professionals should be sitting at the edge of their seats.

Check out some of the integration benefits below. 

1. Deepened customer connections

In an industry where the difference between a lifelong customer and a fleeting account can be one genuine interaction, the blend of Jack Henry™’s data gathering and LiveVox’s CRM capabilities offers financial institutions the toolkit they need to truly understand their customers. No longer are interactions based on surface-level insights. With this integration, banks and credit unions can access layered, meaningful data that paints a vivid portrait of every customer’s financial journey.

2. Seamless orchestration

While Jack Henry™ focuses on automating tasks and fetching precise insights, LiveVox acts as the maestro, orchestrating each customer interaction based on that information. Imagine a world where your bank knows not only your transaction history but your aspirations. Loan officers could anticipate needs, and advisors could offer financial strategies before you even realized you needed them. It’s proactive banking, and it’s a game-changer.

3. Harness the power of anticipation

Let’s paint a scenario. John, a loyal credit union member for a decade, recently browsed home loans on the website. The Jack Henry™-LiveVox integration ensures that the next time John contacts the credit union, the representative is equipped with this context, paving the way for a tailored conversation about potential homeownership. That’s not just service; it’s a shared journey!

4. Enhanced trust and personalization through transparency

As financial institutions endeavor to tailor services to the unique needs and aspirations of their clientele, the blend of Jack Henry™ and LiveVox proves to be a vital asset.

Accurate data, accurate service

At the heart of this integration is the ability to capture and analyze detailed customer data. Jack Henry™’s specialized tools delve deep into transaction histories, behavioral trends, and individual preferences. This rich trove of information, when fed into LiveVox’s CRM, allows for a nuanced understanding of each customer.

Real-time Insights and Proactivity

Gone are the days when customers had to wait for quarterly statements or year-end reviews. With this integrated system, customers have on-demand access to their financial health, giving them the assurance of being in control. Moreover, these real-time insights enable banks and credit unions to proactively address potential financial concerns or offer timely solutions even before the customer realizes they need them.

Future predictions and individualized strategies

Leveraging predictive analytics, the combined force of Jack Henry™ and LiveVox can forecast possible financial scenarios for customers. This means that a customer considering, for example, a major purchase or an investment, can be equipped with data-driven advice tailored to their specific situation. It’s no longer one-size-fits-all; it’s about crafting individualized financial blueprints.

Helpful conversations

When customers contact their bank or credit union, the integration ensures that representatives are armed with all this personalized data. This shifts the conversation from generic service to focused, helpful discussions that genuinely cater to the customer’s immediate and future needs.

Jack Henry™ and LiveVox offer more than just service — the integration provides a personalized financial journey. By making accurate personalization a priority, financial institutions are not merely offering a service but are extending a commitment, akin to a personal financial guide, dedicated to ensuring every client’s financial well-being.

5. Building future-forward financial institutions

This integration is more than just an improvement to current systems; it represents a strategic move for the future of banking. Financial institutions that effectively use the combined capabilities of Jack Henry™ and LiveVox stand to gain a significant advantage in enhancing customer experiences. 

At its core, this integration is about more than just keeping up with industry peers; it’s about leading in customer trust. The LiveVox and Jack Henry™ integration simplifies the process of understanding customer needs, allowing institutions to consistently demonstrate reliability and transparency, which are key to building lasting trust.