Liveoak is an enterprise software platform that solves the friction in complex financial service engagements.

The platform recreates the power of a face-to-face meeting, allowing enterprises and their customers to collaborate and take action in real time. The solution decreases customer acquisitions costs, reduces a transaction’s time to completion, and increases close ratios for enterprises.Key features include:

  • Simple video-conferencing, chat, and co-browsing
  • In-session electronic signature and transaction fulfillment powered by DocuSign
  • Compliant customer data capture, KYC/identity authentication, and integration to CRM systems
  • Cloud based archiving of conference data and events with audit trail of conference event history, down to the keystroke