Liveoak Technologies

Liveoak Technologies

We help you get virtual business done™

4.5/5 (33 avis)

Liveoak Technologies - Présentation

Description du logiciel 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™.

Liveoak Technologies - Présentation

Prix

À partir de
N/A

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

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


Liveoak Technologies - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis
Langues
anglais

Captures d'écran

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

Liveoak Technologies - Avis

Liveoak Technologies - Avis

Note globale
4.5
/
5 33 avis
Excellent
18

Très bien
13

Moyen
2

Médiocre
0

Mauvais
0

Rapport qualité-prix
4.4
Fonctionnalités
4.2
Simplicité d'utilisation
4.4
Support client
4.5
94% des utilisateurs recommandent cette application
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.


Traduire avec Google Translate
Utilisateur vérifié

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


Traduire avec Google Translate
Utilisateur vérifié

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.


Traduire avec Google Translate
Brian B.

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


Traduire avec Google Translate
Utilisateur vérifié

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.


Traduire avec Google Translate
Adam D.
Secteur d'activité: Services financiers
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 06/03/2018
Provenance de l'avis : Capterra

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

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Utilisateur vérifié
Secteur d'activité: Services financiers
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/03/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Utilisateur vérifié
Secteur d'activité: Services financiers
Taille de l'entreprise: 10 001+ employés
Traduire avec Google Translate

Game changer for our business

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 06/12/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Brian B.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 06/03/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

Utilisateur vérifié
Secteur d'activité: Services financiers
Traduire avec Google Translate

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

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 09/03/2018
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Recommandation utilisateur
8.6/10
Basé sur 33 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Liveoak Technologies - Prix

Liveoak Technologies - Prix

À partir de
N/A
Essai gratuit
Abonnement
Rapport qualité-prix

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.

Rapport qualité-prix
4.4/5
Basé sur 33 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Liveoak Technologies - Fonctionnalités

Liveoak Technologies - Fonctionnalités

API
Chat
Commentaires
Contrôle d'accès
Espace de travail collaboratif
Fonctionnalité de recherche
Gestion des autorisations
Gestion des documents
Gestion des fichiers
Gestion des flux de travail
Interface glisser-déposer
Intégration de tiers
Notifications automatiques
Outils de collaboration
Projections
Stockage de documents
Stratégie de marque personnalisable
Suivi des activités
Sécurité SSL
Tableau de bord d'activités
Fonctionnalités
4.2/5
Basé sur 33 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Plus d'informations sur Liveoak Technologies

Plus d'informations sur Liveoak Technologies

Liveoak Technologies - Principales fonctionnalités

  • 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

Avantages

  • 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.

  • Liveoak Technologies - FAQ

    Liveoak Technologies - FAQ

    Voici quelques-unes des questions fréquentes sur Liveoak Technologies.

    Q. Quels sont les types de licence disponibles pour Liveoak Technologies ?

    Types de licences disponibles pour Liveoak Technologies :

    Type de licence: Abonnement

    Essai gratuit: Disponible

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

    Q. Quelles sont les principales fonctionnalités du logiciel Liveoak Technologies ?

    Fonctionnalités du logiciel 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

    Q. Qui utilise Liveoak Technologies ?

    Utilisateurs habituels du logiciel Liveoak Technologies :

    Grandes entreprises, Entreprises de taille moyenne

    Q. Dans quelles langues Liveoak Technologies est-il disponible ?

    Langues dans lesquelles Liveoak Technologies est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Liveoak Technologies ?

    Types de licences disponibles pour Liveoak Technologies:

    Abonnement

    Q. Liveoak Technologies prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Liveoak Technologies.

    Q. Avec quelles applications Liveoak Technologies peut-il s'intégrer ?

    Applications s'intégrant à Liveoak Technologies :

    DocuSign

    Q. Quelles sont les ressources d'aide disponibles pour Liveoak Technologies ?

    Ressources d'aide disponibles pour Liveoak Technologies :

    FAQ, Support en ligne, Support téléphonique, Tutoriels vidéo