LinkLive Banking Setup Process

Once your bank has decided to take advantage of LinkLive Banking, our CSI Digital Implementations Team will reach out to set up a meeting. In this meeting, you will be provided access to user guides, training videos, and all required setup information. The Implementations Team can also answer any questions you have about the product. See below for a step-by-step overview of the setup process.

1. Let your CSI Relationship Manager know that you are ready to set up LinkLive Banking.
2. CSI's Digital Implementations Team will contact your bank to set up a meeting. Identify the bank personnel that should attend. CSI recommends inviting the Project Manager and an IT Representative for this initial meeting.
3. Complete the "Admin Setup Template Chat" form provided by Implementations and return to the Implementations Representative.
4. The Implementations Team will provide your bank with User Guides, Setup Documentation, Training Videos, and a demo site.
5. Determine the Groups and Roles you will maintain within LinkLive Banking for routing customer questions. These are called "Hunt Groups." For example, you might want to establish a Public Website Hunt Group, Digital Banking Hunt Group, NuFund Hunt Group, etc. The Implementations Team will build the Hunt Groups for your bank.
6. Using the provided documentation and assistance from your Implementations Representative, have your Bank Administrator begin setting up the User Profiles.
7. Download and install the Revation Communicator on any PC that will be used to interact with customers through LinkLive Banking. Step-by-step instructions can be found in the Communicator Installation Guide. Note: This step may no longer be necessary depending on developments at Revation.
8. LinkLive Banking will be installed and tested by your bank before going "live."
9. Ensure that your customer representatives have reviewed the provided documentation, demo site, and training videos.
10. Notify your Implementations Representative when you are ready to go "live."

71505