Description de Liveoak
Liveoak est une plateforme d'engagement client et d'entreprise virtuelle qui permet à vos représentants de se connecter, de s'engager et de travailler avec les clients de manière transparente.
Liveoak combine de manière transparente les conférences modernes, la collaboration de formulaires, la signature électronique et la saisie efficace des données/identifiants, combinée à une sécurité de niveau bancaire et à un système d'audit complet.
La mission de l'éditeur est de créer une plateforme d'engagement qui permet aux grandes entreprises de faire des affaires dans un contexte virtuel.
Qui utilise Liveoak ?
Les services financiers, les banques et tous les secteurs réglementés qui disposent d'accords clients complexes et/ou en plusieurs étapes, ainsi que les flux de travail, bénéficieront largement de la plateforme d'interactions virtuelles de Liveoak.
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Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign
Commentaires : It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections.
Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed.
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.
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.
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.
Commentaires : the ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have.
What I like most about this software is the ability to quickly email a link to an agreement, so that I can walk that individual through the agreement.
There are several areas for improvement. It would be great, if we could upload a pre-fill form, and the information from that prefill form auto-populates in liveoak based on field names. I've listed a few more items below to simply this review: - Add additional documents to a room after the room has been created. - Ability to add trustee's after the room has been created - Bot that scans common forms and autocreates a template that can be used with liveoak. - Integration with salesforce, so that the required paperwork can be automatically sent based on information entered in Salesforce. Also, status updates in salesforce based on opportunity ID/proposal number. -Specific step by step instructions when signing (i.e. Helptext)
Game changer for our business
Commentaires : 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.
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.
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.
Modern video conferencing
Liveoak makes it possible for us to have an excellent video conferencing experience in our internal meetings.
We do not have any negative experience with Liveoak, for that reason nothing to write here.