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
Acquired in 2020