Liveoak Technologies

Liveoak Technologies

We help you get virtual business done™

4.5/5 (33 opiniones)

Información general sobre Liveoak Technologies

¿Qué es Liveoak Technologies?

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™.

Información general sobre Liveoak Technologies

Precio

A partir de
N/A

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.


Funciones de Liveoak Technologies

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos
Idiomas admitidos
Inglés

Capturas de pantalla

Captura de pantalla de Liveoak Technologies: Conference and synchronously edit applications and agreements in real-time with your customers.
Captura de pantalla de Liveoak Technologies: Conference and synchronously edit applications and agreements in real-time with your customers. Captura de pantalla de Liveoak Technologies: Guide your customers through the digital signature process while inside a video conference session. Captura de pantalla de Liveoak Technologies: Detailed System-of-Audit™ provides every action taken inside the conference down to the keystroke. Captura de pantalla de Liveoak Technologies: Upload selfies, wet signatures, photo identification and other required documentation through Liveoak's mobile upload. Captura de pantalla de Liveoak Technologies: Through Liveoak's System-of-Audit, all conference assets are attached to the conference record. Captura de pantalla de Liveoak Technologies: Upload files and documents directly to the Liveoak conference.

Opiniones de Liveoak Technologies

Opiniones de Liveoak Technologies

Calificación general
4.5
/
5 33 opiniones
Excelente
18

Muy bien
13

Normal
2

Pobre
0

Malo
0

Relación calidad-precio
4.4
Funciones
4.2
Facilidad de uso
4.4
Asistencia al cliente
4.5
94% Un ha recomendado esta aplicación
Adam D.

Liveoak has created a seamless way to edit documents with clients to have them sign via...

It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections.


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Usuario verificado

Technology that makes signing ppwk hassle free and more efficient by leveraging virtual...


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Usuario verificado

Game changer for our business

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.


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Brian B.

Liveoak has empowered me to take better control of my business but it's not one size fits all.


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Usuario verificado

Great experience with the majority of cases, but sometimes experience issues and limitations

Makes my job easier and saves time. Paperwork is submitted correctly the first time. Clients are impressed with the technology.


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Adam D.
Sector: Servicios financieros
Traducir con Google

Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign

Software usado A diario durante 6-12 meses
Revisado el 6/3/2018
Fuente de la reseña: Capterra

It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections.

Puntos a favor

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

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Usuario verificado
Sector: Servicios financieros
Traducir con Google

Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions.

Software usado A diario durante Más de dos años
Revisado el 6/3/2018
Fuente de la reseña: Capterra

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Usuario verificado
Sector: Servicios financieros
Tamaño de la empresa: 10.001+ empleados
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Game changer for our business

Software usado A diario durante Más de un año
Revisado el 6/12/2018
Fuente de la reseña: Capterra

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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Brian B.
Traducir con Google

Liveoak has empowered me to take better control of my business but it's not one size fits all.

Software usado A diario durante 6-12 meses
Revisado el 6/3/2018
Fuente de la reseña: Capterra

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 7.0/10

Usuario verificado
Sector: Servicios financieros
Traducir con Google

Great experience with the majority of cases, but sometimes experience issues and limitations

Software usado Semanalmente durante Más de un año
Revisado el 9/3/2018
Fuente de la reseña: Capterra

Makes my job easier and saves time. Paperwork is submitted correctly the first time. Clients are impressed with the technology.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Recomendación de usuario
8.6/10
Basado en 33 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Liveoak Technologies

Precios de Liveoak Technologies

A partir de
N/A
Prueba gratis
Suscripción
Relación calidad-precio

Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

Relación calidad-precio
4.4/5
Basado en 33 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Liveoak Technologies

Funciones de Liveoak Technologies

API
Almacenamiento de documentos
Chat
Comentarios
Control de acceso
Creación de marca personalizable
Espacio de trabajo colaborativo
Funcionalidad de búsqueda
Gestión de archivos
Gestión de documentos
Gestión de flujos de trabajo
Gestión de permisos
Herramientas de colaboración
Integración de terceros
Interfaz para arrastrar y soltar
Notificaciones automáticas
Panel de actividades
Proyecciones
Seguimiento de actividades
Seguridad SSL
Funciones
4.2/5
Basado en 33 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Más información sobre Liveoak Technologies

Más información sobre Liveoak Technologies

Funciones principales de Liveoak Technologies

  • Audio / video conferencing
  • Audit log
  • Audit trail
  • Authentication
  • Bank-grade security (SSL)
  • CRM integration & data capture
  • CRM integration & data capture
  • Chat / messaging
  • Compliance management
  • Device-agnostic
  • Digital workflow
  • Document overview
  • Electronic document routing
  • Electronic signatures
  • Expiration date
  • File upload
  • Forms library
  • Identity authentication (photo/video ID capture)
  • Mobile signature
  • Multi-party signing
  • Omnichannel communication
  • Real-time collaboration
  • Record all session on data and keystrokes
  • Sequential signing
  • System audit reporting
  • Templates
  • Virtual meeting room

Beneficios

  • Liveoak helps financial institutions and regulated industries to virtually engage and complete work with customers through our Virtual Interactions™ platform.

  • By seamlessly combining tools like eSignature, digital video conferencing, synchronous form editing, identity verification and file sharing, enterprises virtually onboard new customers, complete multi-step workflows and agreements.

  • Reduce NIGO (not in good order status) and experience over 99% accuracy on completed customer agreements.

  • Virtually guide customers through complicated applications and agreements - as if meeting face-to face, in person.

  • Improve digital completion rates by 12x by engaging remote customers and providing expert assistance.

  • Increase digital signature adoption rates by walking customers through the process.

  • Liveoak's bank-grade security wraps a protective layer around your customer interactions and data.

  • Liveoak's System-of-Audit™ offers a comprehensive record of all conference activity down by participant to the keystroke.

  • Close deals 60% faster.

  • Feel confident knowing that Liveoak operates with the highest level of integrity and trust. Liveoak is SOC 2 certified and HIPAA Security Rule compliant.

  • Preguntas frecuentes sobre Liveoak Technologies

    Preguntas frecuentes sobre Liveoak Technologies

    He aquí algunas preguntas frecuentes sobre Liveoak Technologies.

    P. ¿Qué tipo de planes de precios ofrece Liveoak Technologies?

    Liveoak Technologies ofrece los siguientes planes de precios:

    Modelo de precios: Suscripción

    Prueba gratis: Disponible

    Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

    P. ¿Cuáles son las características principales de Liveoak Technologies?

    Liveoak Technologies ofrece las siguientes características:

    • Audio / video conferencing
    • Audit log
    • Audit trail
    • Authentication
    • Bank-grade security (SSL)
    • CRM integration & data capture
    • CRM integration & data capture
    • Chat / messaging
    • Compliance management
    • Device-agnostic
    • Digital workflow
    • Document overview
    • Electronic document routing
    • Electronic signatures
    • Expiration date
    • File upload
    • Forms library
    • Identity authentication (photo/video ID capture)
    • Mobile signature
    • Multi-party signing
    • Omnichannel communication
    • Real-time collaboration
    • Record all session on data and keystrokes
    • Sequential signing
    • System audit reporting
    • Templates
    • Virtual meeting room

    P. ¿Quiénes son los usuarios habituales de Liveoak Technologies?

    Los clientes habituales de Liveoak Technologies son:

    Empresas Grandes, Empresas medianas

    P. ¿Qué idiomas admite Liveoak Technologies?

    Liveoak Technologies admite los siguientes idiomas:

    Inglés

    P. ¿Qué tipo de planes de precios ofrece Liveoak Technologies?

    Liveoak Technologies cuenta con los siguientes planes de precios:

    Suscripción

    P. ¿Liveoak Technologies es compatible con dispositivos móviles?

    No tenemos información sobre los dispositivos compatibles con Liveoak Technologies

    P. ¿Con qué otras aplicaciones se integra Liveoak Technologies?

    Liveoak Technologies se integra con las siguientes aplicaciones:

    DocuSign

    P. ¿Qué tipo de asistencia ofrece Liveoak Technologies?

    Liveoak Technologies ofrece las siguientes opciones de asistencia:

    Preguntas frecuentes, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo