Liveoak

Logiciels les + demandés


Pour qui ?

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.

Notes moyennes

33 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4.5 / 5
  • Service client 4.5 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 4.5 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Liveoak Technologies
  • http://www.liveoak.net
  • Fondé en 2014

En savoir plus sur 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 - Fonctionnalités

  • Alertes de compte
  • Analyse des gains et des pertes
  • Engagement des clients
  • Gestion de la communication
  • Gestion des comptes
  • Gestion des recettes
  • Gestion du cycle de vie des clients
  • Intégration des employés
  • Score "health score"
  • Suivi et analyse de l'utilisation
  • Analytique
  • Collecte de commentaires
  • Contenu vidéo
  • Gamification
  • Gestion communautaire
  • Gestion de la communication
  • Gestion des désabonnements
  • Messagerie instantanée
  • Syndication de contenu
  • Brainstorming
  • Conférences vidéo
  • Correction en temps réel
  • Forums de discussion
  • Gestion de contenu
  • Gestion de projets
  • Gestion de versions
  • Gestion des calendriers
  • Gestion des contacts
  • Gestion des documents
  • Gestion des tâches

Logiciels similaires

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Avis les plus utiles sur Liveoak

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

Publié le 06/03/2018
Utilisateur vérifié
Business Development Director
Services financiers
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Game changer for our business

Publié le 06/12/2018
Utilisateur vérifié
Sales Support Manager
Services financiers, 10 001+ employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

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.

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

Publié le 09/03/2018
Utilisateur vérifié
Internal Sales Consultant
Services financiers
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
3 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Excellent. Live Oak are very supportive and always available to talk to.

Publié le 23/03/2018
Martyn P.
Analyst
Banque, 10 001+ employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Enhanced controls environment
Improved client experience (saving client, time, money, and hassle)
Work reduction (able to close down cases quickly)

Avantages: - Ease of use. Both clients and employees comment on how intuitive it is.
- Audit function. Very important to certain businesses and vital for ongoing compliance.
- Quality of video and document uploads. This provides additional comfort to the user.
- The Live Oak team are excellent and listen to feedback, releasing updates frequently.

Inconvénients: No issues.

LiveOak - End-User Review

Publié le 07/12/2018
Grant H.
Internal Sales Consultant
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Exponentially accelerating the speed at which client-signed paperwork can be collected, also allowing for extreme flexibility in the environment which the client can be in when signing.

Avantages: This software is very attractive to technology-oriented individuals, and makes getting signed paperwork easy especially with people that are rarely stationary!

Inconvénients: Somewhat of a rigid structure that must be followed in order to set up the room to get sold case paperwork signatures.

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