Avaliações do Liveoak Technologies

Vantagens

Allows flexibility to coordinating schedules between multiple parties, easy ways to process paperwork without having errors and full audit trails. The client also gets an experience that makes them feel like they are with a company that is investing in technology and helping them be more efficient. LO has an excellent team and support to go along with a product that is truly an innovator in this space.

Desvantagens

Some of the functionality is evolving still - LO has already came so far in the last year alone and some of the features we spoke about early on during set up are now being implemented and used in live scenarios.
I think one of the biggest hurdles that could arise when onboarding a new firm that would like to use Liveoak is when that specific company's ppwk is complex - they will need to find the right team to figure out the "work flow" that would make the best sense for that particular company and the processes they have in place for ppwk processing. It makes it slightly harder to scale this type of technology with multiple firms and different paperwork. Not many people realize the front end work and time that goes into finding the right "work flow" for each different paperwork scenario. I think LO is on the right track and have already made tremendous strides in the technology that they offer and I'm excited to see it continue to grow. They have always exceled in customer service and support and that itself differentiates their company from others.

Vantagens

The cobrowsing and editing feature to complete paperwork for our new clients has been a game changer for us. With Liveoak, we can ensure that paperwork is in good order and easily launch into the e-signing process, making for a smooth onboarding process for our clients.

Desvantagens

Initially there have been limitations in what it can do as far as the actual document tagging (in comparison to Docusign, for example), but the Liveoak team has actively worked with us to continue to enhance their capabilities.

Vantagens

It is fairly easy for us to use and very easy for the client. The overall functionality is great. Good looking user interface. Integration with DocuSign is generally very smooth. Allows me to do my job more easily. Clients like the experience and are impressed with the technology.

Desvantagens

Majority of cases run smoothly, but sometimes we run into system issues and limitations that make this not the best solution in some cases. There are too many templates in our system. It is time consuming to create a conference and we are unable to add or edit documents once a conference is created. As a user, once envelope moves to docusign we cannot see it, edit or resend an email - we have to go to an administrator. We also have to talk clients through the process because it's not easy for them to figure out on their own.

Vantagens

- Ease of use. Both clients and employees comment on how intuitive it is.
- Audit function. Very important to certain businesses and vital for ongoing compliance.
- Quality of video and document uploads. This provides additional comfort to the user.
- The Live Oak team are excellent and listen to feedback, releasing updates frequently.

Desvantagens

No issues.

Vantagens

This software is very attractive to technology-oriented individuals, and makes getting signed paperwork easy especially with people that are rarely stationary!

Desvantagens

Somewhat of a rigid structure that must be followed in order to set up the room to get sold case paperwork signatures.

Vantagens

Easy to arrange a conference and to edit should it need to be re-arranged. This all happens in 'real time' without lags which is great for my particular use of the system.

Desvantagens

You previously could have the clients video screen full frontal and take the pictures, the pictures would then populate above the full screen feature showing the client. This isn't available now, to view the captured images you need to shrink the video screen down in order to view the images. We work with the system in order to take face to face images of documents - being able to view the images and still talk to the camera was a much better layout.

Vantagens

It makes executing agreements easier than ever. It saves me time and headache.

Desvantagens

I would like to be able to see what the trustee see while they are in docusign. Other than that there are no major improvements needed

Vantagens

It has allowed us to get signed paperwork in the door faster, and reduced the number of errors on our forms.
From a professional development standpoint, as someone who is in internal sales, the software has allowed me to connect with many more plan sponsors which has been a great experience.

Desvantagens

Right now, there are far too many templates available in liveoak and this is confusing. I think this is mostly a product of our paperwork at John Hancock and we need to better streamline the number of forms that we have.
Additionally there has been a couple of instances when the trustee on the other line has not received the popup to have them signed and this has required me to go the hardcopy paperwork route. This put me in a negative light in form of clients.

Vantagens

Send documents out for trustees to complete at their convenience.

Desvantagens

Not very easy to edit, or resend if you an email address that you were given is incorrect.

Vantagens

My favorite part of the software is that we are virtually able to be in a conference with many people while completing paperwork. It provides such a high touch experience for our advisors and clients. My favorite part is finishing each call with a request by text message for their actual signature. Everyone loves it!

Desvantagens

I know that it takes time and work to have fully fillable documents, but at times it can become cumbersome trying to navigate through the templates to figure out which one works.

Vantagens

I like how we can all be in a conference together and go through page by page.

Desvantagens

I wish templates, documents, and signers were editable. I wish we could see what signers see when they sign. Sometimes glitches occur.

Vantagens

Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed.

Desvantagens

Once a room is created it would be nice if there was a way to edit what documents were included in that room, without having to set up an entirely new room.

Vantagens

Very easy to use and navigate. High tech feel. Clients are always impressed by the technology, especially the text message function

Desvantagens

Would prefer if the window size was compatible with the size of the documents. Typically have to scroll up and down to view each full page.

Vantagens

- Ease of signing
- Filters for potential NIGO flags
- Quick and easy upload

Desvantagens

- Cannot update once made - too rigid
- Needs to be able to add more docs after creation
- Need more adjustments once created
- Easier signing process
- Clear up glitches

Vantagens

Users are able to collaborate and sign electronically, which saves a substantial amount of time during the signing process. The audit trail has come in handy when there are questions or issues during the onboarding process. The main aspect that stands out to me is Liveoak's professionalism and customer support.

Desvantagens

Integration with DocuSign can lead to performance issues. However, this shouldn't be attributed to Liveoak as they're finding ways to mitigate these issues.

Vantagens

Very interactive and easy to use for all parties involved. Rooms set up very quickly, so there's a lot of flexibility involved as well. Convenient in all cases to sign plans on.

Desvantagens

Have had plenty of glitches. Often times when a plan sponsor starts to type in their SSN, they get kicked out of the room and have a hard time re-entering. Also, it needs to be easier to use on Iphones in the case that laptops aren't readily available. It's hard to guide plan sponsors to sign the paperwork on their phones.

Vantagens

I think the option the client has to be able to send their signatures through their smartphone and have it upload directly into the Liveoak room is extremely helpful and efficient.

Desvantagens

So far, I think the system works great. There were a few things before that made it inconvenient to work with like the time it took for the room to load, however the Liveoak team has since fixed that issue and now the room loads very quickly.

Vantagens

How easy it is to set a room up and gain signatures the first time around.
How all parties can be in the room and all have access to the documents for edits at the same time.

Desvantagens

Once the signature button was hit, not being able to see what the person signing is seeing.

Vantagens

This product is very easy to use with many different people, over many different systems (windows, mac, cell phones, etc.)

Desvantagens

Because of our industry changes have to continually be made to this product. This has caused some instability in regards to the functionality at times.

Vantagens

The ease and convenience of use. Everyone can be in different places and we can still get signatures done. Also like how it is fully interactive.

Desvantagens

The lack of flexibility once you create a room. Once the room is created you cant add another document without deleting the room and creating a whole new one

Vantagens

The software makes doing business efficient. Advisors are growing familiar with DocuSign and enjoy the experience liveoak provides

Desvantagens

I wish there was the ability to edit the documents/templates included in the room AFTER it is created. I also wish these extending of the expiration was a little easier to do

Vantagens

That is gets the paperwork signed quickly and that we can all view together/answer questions. Love the phone text/easy upload feature for specimen signatures.

Desvantagens

limited help when a problem does arise. Working Pacific hours and a loading problems occurs past 5pm EST - seems nobody can help. Also when there is a fund update on our platform, I feel like it takes a few weeks to get the whole system back to running smoothly

Vantagens

I like the ease of use and the ability to save time and efforts for everyone involved by keeping them off the road traveling to other offices to sign paperwork.

Desvantagens

The fact that certain browsers have a tough time bringing up the web portal and delaying the signature process. The process should be universal regardless of the hardware or software being used. Frustrating to hear when advisors get booted up of sessions for no apparent reasons.

Vantagens

I love this software. Quick, efficient, sleek, professional. Really simple to use and great interface.

Desvantagens

Having to reupload the templates and create a new envelope could be annoying. I wish you could see what the trustee was viewing on DocuSign.

Vantagens

I can cut out the advisor for the most part and work directly with clients. It takes the delay out of getting paperwork turned around as well as often times advisors will have forms signed and then just sit on them.

Desvantagens

It doesn't work everywhere. Some BDs have firewalls that prevent us from using it and nobody seems to ever know until I've created the room, prefilled stuff and got the advisor on the line who finds the issue. It also is not Iphone/smartphone compatible which makes it tough with construction companies and folks who work remotely.