Liveoak

Liveoak

von Liveoak Technologies

Wer nutzt diese Software?

Financial Services, banking and any regulated industry that has complex and/or multi-step customer agreements and workflows will greatly benefit from Liveoak's Virtual Interactions platform.

Durchschnittliche Bewertung

33 Bewertungen
  • Gesamt 4.5/5
  • Benutzerfreundlichkeit 4.4/5
  • Kundenservice 4.5/5
  • Funktionen 4.2/5
  • Preis-Leistungs-Verhältnis 4.4/5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Liveoak Technologies
  • http://www.liveoak.net
  • Gegründet 2014

Über Liveoak

Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way.

Liveoak seamlessly combines modern conferencing, forms collaboration, e-Signature and efficient data/I.D. capture combined with bank-grade security and a complete System-of-Audit.

Our mission is to create an engagement platform that allows large companies to do business in a virtual context.

Liveoak Funktionen

  • Aufgabenmanagement
  • Bearbeiten in Echtzeit
  • Brainstorming
  • Content-Management
  • Diskussionsforum
  • Dokumentenmanagement
  • Kalenderverwaltung
  • Kontaktmanagement
  • Projektmanagement
  • Versionskontrolle
  • Videokonferenzen
  • Einstellungen (Personalbeschaffung)
  • Ertragsmanagement
  • Gesundheitswerte
  • Gewinn- / Verlust-Analyse
  • Kommunikationsmanagement
  • Konto-Benachrichtigungen
  • Kontoverwaltung
  • Kunden-Lebenszyklus-Management
  • Kundenbindung
  • Nutzungsverfolgung / Analyse
  • Abwanderungsraten-Management
  • Analytik
  • Community-Management
  • Feedback-Sammlung
  • Gamification
  • Inhalt-Syndizierung
  • Kommunikationsmanagement
  • Live-Chat
  • Video-Inhalte

Die hilfreichsten Reviews für Liveoak

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

Bewertet am 6.3.2018
Adam D.
401(k) Wholesaler
Finanzdienstleistungen
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

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

Nachteile: 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.

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

Bewertet am 6.3.2018
Verifizierter Rezensent
Business Development Director
Finanzdienstleistungen
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Game changer for our business

Bewertet am 6.12.2018
Verifizierter Rezensent
Sales Support Manager
Finanzdienstleistungen, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

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

Bewertet am 6.3.2018
Brian B.
Internal Sales Consultant
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
3/5
Gesamt
4/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

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

Bewertet am 9.3.2018
Verifizierter Rezensent
Internal Sales Consultant
Finanzdienstleistungen
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Vorteile: 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.

Nachteile: 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.

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