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LinkLive for Finance


Where secure communication meets modern banking. LinkLive enables financial institutions to connect with customers, advisors, teams, and members through compliant, AI-enabled interactions.

Secure Digital Banking
Meet customers where they already are: inside your digital banking experience.
With secure messaging, voice, video, and co-browsing our customers can get help without leaving their session. You can guide users through transactions, navigation, or next steps while keeping interactions secure.
For routine questions, automated responses to common digital banking questions help customers quickly find answers or connect with the right representative.

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Secure Digital Banking

Fraud and Service Intelligence

Fraud & Service Intelligence
Protect your customers while maintaining consistent service.
Greater visibility into conversations helps your team recognize unusual activity and respond with confidence. With real-time insights and suggested next steps, staff can handle sensitive situations with the right context.
Access to shared knowledge and customer interaction history supports consistent responses and helps maintain compliance standards.

Powering Every Financial Workflow
LinkLive connects communication, systems, and teams across the financial journey. From advisor conversations to servicing workflows, secure document exchange, and core system integrations, every interaction is protected, connected, and built for efficiency.

Support flexible, compliant communication between advisors and clients.

LinkLive provides secure messaging, voice, and video with full auditability, enabling advisors to connect from anywhere while maintaining compliance. Every interaction is encrypted, documented, and easy to track.

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Make complex processes easier for both customers and teams.

From applications to account updates, LinkLive enables secure, guided interactions that reduce friction and keep everything in one place. Customers can share information, ask questions, and move forward with confidence.

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Simplify sensitive document workflows without sacrificing security.

LinkLive enables secure document sharing, review, and approval processes that help teams move faster while maintaining compliance. Customers and employees can exchange information confidently within a protected, audit-ready environment.

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Bring customer context into every conversation.

LinkLive integrates with core systems and CRM platforms so agents can access customer history, account details, and past interactions in real time without switching between tools.

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Purpose Built for Regulated Industries

Intelligent Contact Center Modernization
Modernize your contact center without sacrificing security or control.
LinkLive unifies voice, secure messaging, video, and digital engagement into one all-in-one platform, giving agents complete customer context across every interaction.
AI-enabled tools provide real-time guidance and insights that improve efficiency, consistency, and service quality — helping teams resolve issues faster while maintaining trust.

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Proven Results in Financial Services
Credit Union of New Jersey unified voice and secure messaging with LinkLive to improve reliability and streamline member support.
By equipping teams with one connected platform, the organization achieved a
24% increase in first-contact resolution while improving operational efficiency.

Proven Results in Financial Services
Credit Union of New Jersey unified voice and secure messaging with LinkLive to improve reliability and streamline member support.
By equipping teams with one connected platform, the organization achieved a 24% increase in first-contact resolution while improving operational efficiency.

Financial professional reviewing information on laptop