Financial Services

Cement Customer Loyalty, Increase Online Applications, Cross-Sell Customers

For financial services companies, simply adding chat technology isn't enough. A chat strategy must encompass people, process and unique business requirements, as well as technology to succeed. Based on industry best practices, LivePerson's intelligent engagement solutions for financial services institutions employ innovative ways to anticipate and then meet the needs of those specific visitors who will generate incremental online applications, or require customer service

LivePerson solutions for Financial Services offers key features that are essential to delivering the following benefits to financial services institutions:

• Provable increase in total online applications sales, accounts opened, loans accounts funded
• High agent productivity as measured by chats and application orders per hour worked per-hour-worked
• High service levels as measured by shorter wait times for visitors and lower abandonment rates
• Proactive deflection of high-cost phone and email contacts to a lower cost channel

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