What Modern Banking Should Feel Like - And How to Get There
Modern banking is not just about transactions - it’s about delivering trust, speed, and personalized experience at every customer touchpoint. But legacy systems and disconnected communication channels make it hard to keep up.
Turn These Challenges Into Opportunities With Live
Fragmented communication
A single, unified customer platform
High routine inquiry volume
Automation handles everyday queries
Long waits & poor self-service
Real-time alerts and smarter self-service
Limited customer visibility
A complete 360° customer view
No personalization at scale
Data-driven, personalized outreach
Costly, rigid legacy systems
Cloud-native, secure scalability
Live Platform Features for Smarter, Safer Banking
Live is a cloud-native platform combining contact center tools, CRM, and intelligent automation - purpose-built for financial services.
Key Features:
Omnichannel communication
Manage calls, SMS, email, chat, and in-app messaging in one view
CRM + core banking integration
Full visibility into account activity and interaction history
Proactive messaging tools
Send alerts for transactions, loan reminders, rate updates, and more
Secure self-service options
Let customers resolve issues without long waits
Analytics & reporting
Monitor CX metrics, agent performance, and compliance
Cloud-first infrastructure
Fast deployment, no maintenance, no hardware
How Live Transforms Banking Customer Experience
Today’s customers expect their bank to be as responsive as their favorite app. Live delivers:
Fast, consistent support across every digital and voice channel
Personalization based on real-time customer insights
Self-service banking with 24/7 access to routine transactions
Omnichannel continuity - never repeat info again
Stronger customer loyalty through proactive, relevant outreach
FAQ
What types of financial institutions use Live?
Retail banks, credit unions, fintechs, mortgage providers, and wealth management firms — any organization looking to modernize communication and customer engagement.
Is Live secure and compliant?
Yes. Live supports enterprise-grade encryption, data residency, and compliance with regulations like PCI DSS, GDPR, and local banking standards.
Can we integrate Live with our core banking system?
Absolutely. Live offers flexible APIs and prebuilt integrations to work with your existing banking software and CRM.
Can we start small and scale later?
Yes. Begin with essentials like contact handling and self-service, then scale into AI automation, customer insights, and multi-channel campaigns.
How fast is implementation?
Live’s cloud-native architecture allows for rapid deployment — without heavy IT overhead.
What makes Live different from traditional contact centers?
Live combines advanced contact center features with CRM and automation — all in one secure platform, designed specifically for modern banking needs.
