We help you get virtual business done™
4.5/5 (33 avaliações)Livoeak's Virtual Interactions™ platform enables enterprises and their customers to accurately complete virtual agreements, multi-step transactions and workflows faster.
By combining Liveoak's functionality with your own highly trained representatives, your customers will receive both the benefit of human assistance with the convenience of a digital experience. Specific functionality includes the unique combination of web conferencing, synchronous form editing, digital signature, screen sharing, selfie photo upload, ID capture, wet signature upload, file sharing and audio/video conference recording (video attestation). Liveoak combines best in class productivity tools into one seamless platform to help you get virtual business done.
Liveoak's platform includes the System-of-Audit™ captures and records all of the conference activity and data down to the keystroke for a complete record of all transaction data by participant.
Liveoak Virtual Interactions™ platform activity and all customer data are wrapped in bank-grade security, compliance and capabilities for the most complex customer interactions.
Liveoak is a cloud-based, Software-as-a-Service platform that is designed to run alongside existing IT infrastructures (and legacy systems). Therefore, you can start using Liveoak without putting additional stress on internal IT resources.
Liveoak Technologies. We help you get virtual business done™.
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.
When we launched electronic signature for our business, we had very low adoption rates among users because it wasn't necessarily intuitive and the process was a bit clunky. Using Liveoak has made it easy for our users, and given us that extra edge over our competitors due to the fantastic cobrowsing/editing capabilities that allow us to quickly and easily complete what can otherwise be very complicated and lengthy paperwork.
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.
Makes my job easier and saves time. Paperwork is submitted correctly the first time. Clients are impressed with the technology.
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.
Enhanced controls environment
Improved client experience (saving client, time, money, and hassle)
Work reduction (able to close down cases quickly)
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.
Exponentially accelerating the speed at which client-signed paperwork can be collected, also allowing for extreme flexibility in the environment which the client can be in when signing.
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.
Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.
Abaixo estão algumas perguntas frequentes sobre o Liveoak Technologies.
O Liveoak Technologies oferece os seguintes planos de pagamento:
Modelo de preços: Assinatura
Avaliação gratuita: Disponível
Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.
O Liveoak Technologies oferece os seguintes recursos:
Os clientes habituais do Liveoak Technologies são:
Grandes empresas, Empresas de médio porte
O Liveoak Technologies está nos seguintes idiomas:
Inglês
O Liveoak Technologies tem os seguintes planos de preços:
Assinatura
Não temos informações sobre os dispositivos compatíveis com o Liveoak Technologies.
O Liveoak Technologies se integra com os seguintes aplicativos:
DocuSign
O Liveoak Technologies oferece as seguintes opções de suporte:
FAQs, Suporte online, Suporte por telefone, Tutoriais em vídeo
