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Libertify transforms complex financial documents into engaging AI experiences. Our solution combines interactive video guidance, real-time highlights, and intelligent chat to revolutionize how financial institutions communicate with clients.
Libertify revolutionizes client communication for financial institutions by transforming static and complex documents—such as PDFs, Word files, Excel spreadsheets, and PowerPoint presentations—into engaging AI experiences in just a few minutes.
These experiences include an explanatory video alongside the source document, with key elements highlighted in real-time as the video is watched.
Once the client’s attention is drawn to the document, the AI-powered Libertify platform makes the information in the documents more accessible by also enhancing client engagement through interactive dialogues using a conversational chatbot and a suite of features designed to extract data from interactions into CRMs.
Turn documents into interactive experiences
Boost interaction with your document
Transform your communication impact
Turn critical financial documents into intelligent conversations, specifically designed for financial services.
Send investment advice, with additional details and insights as well as answering likely customer questions.
Create personalized customer outreach with commonly asked questions, helping present your firm with a personal touch, while capturing questions from prospective clients.
Provide regulatory or compliance-related documentation to client and track the level of engagement with the material, including sign-offs.
Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud – a single, connected financial services AI CRM.
Customize experiences and simplify onboarding to strengthen relationships, generate referrals, and scale fast.
Create operational efficiency and simplify the experience for borrowers by bringing the entire lending lifecycle online.
Deepen relationships and create operational efficiency with differentiated insights and compliant deal management.
Put policyholders first and deploy faster with interactions designed to help you stay ahead in increasingly digitized markets.
Deliver success now by empowering your agency or brokerage with digital-first technology, unified insights, and automated workflows.
Connect with customers and give them the support they need without complicated software or distractions.
Modernize client engagement, increase client satisfaction, and fuel advisor productivity by delivering automated, data-driven experiences on an integrated platform.
Deliver a unified experience, scale sales team productivity, reduce costs, and automate service experiences for clients.
Learn how to create prompts for your business needs and bring them into the flow of work.
From support, expert guidance, and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.
Explore solutions to personalize engagement, streamline onboarding, and scale service.
Learn the basics of working in Financial Services Cloud and watch your productivity soar.
Structure your financial services data with objects, fields, and relationships.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Learn how Salesforce for financial services empowers customers’ financial success.
With Salesforce for financial services, financial firms can achieve lifetime value with their customers. Financial services software makes it easier to grow and maintain trusted relationships, drive personalization at scale, and reduce their cost to serve.
Salesforce offers a complete portfolio of best-in-class business apps that are purpose-built for financial services institutions. Our solutions address sales, service, marketing, and data needs for customer satisfaction goals, client onboarding, personalized financial engagement, underwriting, and claims processing, to name a few.
Financial institutions across the globe utilize varying financial services software in the Customer 360 suite of applications, including Financial Services Cloud, Data Cloud, MuleSoft, Sales Cloud, Service Cloud, Marketing Cloud, Tableau, and Slack.
Users can improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows. Additionally, use financial services software to connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Choose the financial services product that’s right for you by evaluating the individual needs of your business. Consider if you need to personalize customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customize to your business needs. See details here.
Automation and AI are improving experiences for financial services firms across data, sales, marketing, and service use cases. AI in banking, insurance and wealth provides time-saving opportunities that improve the customer experience, discover opportunities faster, scale personalization and more.
Our SaaS platform, AI Ready Media, transforms complex documents and information into engaging video storytelling to broaden reach and deepen engagement. We spotlight overlooked and unread important documents. All interactions seamlessly integrate with your CRM software.