Liveoak is a cutting‐edge virtual customer engagement and digital conferencing platform made specifically for financial institutions. It provides a secure, easy-to-use environment where representatives can connect face-to-face with remote customers. The platform is designed to streamline key processes, such as account onboarding, document collaboration, electronic signatures, and secure data capture, all while ensuring a complete system-of-audit for compliance purposes.

By combining modern video conferencing with real-time document editing and e-signature capabilities, Liveoak transforms how financial institutions manage paperwork. Its secure framework ensures that sensitive client data remains protected, while the intuitive design allows advisors and clients alike to navigate discussions and review documents seamlessly. This holistic approach minimizes errors, accelerates turnaround times, and enhances the overall customer experience, making it an essential tool for any organization looking to improve its remote engagement strategies.

Liveoak is a leader in the Customer Onboarding category and is tailored to meet the evolving needs of large financial institutions. Its integrated solution reduces the friction typically associated with remote transactions, enabling financial professionals to spend less time on administrative tasks and more time focused on building relationships and closing deals.

Key Features and Benefits

• Seamless Remote Engagement: Enjoy high-quality, secure video conferencing that bridges the gap between in-person and virtual interactions, ensuring effective communication regardless of location.
• Streamlined Onboarding: Simplify new account setups with intuitive digital workflows that combine real-time document collaboration and e-signature functionality, reducing manual errors and speeding up processes.
• Comprehensive Audit Trail: Maintain full visibility with a robust system-of-audit that tracks every step of the workflow, ensuring regulated compliance and accountability.
• Efficient Data Capture: Integrate forms collaboration and advanced data/ID capture capabilities which enhance the security and efficiency of customer interactions.

Who Should Use Liveoak?

• Financial Institutions: Banks, credit unions, and financial service providers can leverage Liveoak to improve remote customer interactions and boost operational efficiency.
• Internal Sales Teams: Sales professionals can expedite document signing and streamline transaction processes, allowing for faster closing of deals.
• Compliance Officers: With its complete system-of-audit and secure data handling, compliance becomes a built-in feature rather than an afterthought.

Liveoak’s seamless integration of conferencing and document management capabilities makes it a game changer in the digital transformation of financial services. To explore exclusive deals, visit the Liveoak deals page.

Alternatives

• Bettermode
• Box
• Slack

With its comprehensive suite of features and focus on a secure, user-friendly experience, Liveoak is poised to enhance remote customer engagement, making it the ideal solution for modern financial institutions aiming to lead in today’s competitive marketplace.