Why Liveoak?

Liveoak makes it easy for financial institutions to engage with remote customers. Our secure digital conferencing platform provides the tools that financial institutions need to successfully onboard new accounts, transact business and meet face-to-face with remote customers.

Learn what our customers say about using Liveoak

Our customers realize strong results

Our clients experience 99% reduction in Not in Good Order (NIGO) rates after implementing Liveoak

Using Liveoak reduces corporate customer onboarding time from months to hours

Liveoak customers experience a dramatic improvement in their digital completion rates

Read how Liveoak helps enterprises create successful digital customer interactions

Get started in four easy steps

1. Schedule a time to talk with us

2. Allow us to customize Liveoak to meet your specific needs

3. Begin using Liveoak immediately- no downloads or installs required

4. Revolutionize your customer interaction & experience

Our most important features

Collaborate

Synchronously edit documents while in conference with your customers to provide live document support

Capture Your Conference and Compliant Data

Track and store data down to the keystroke for compliance and audit trail

Lay Eyes on Your Customer/Know Your Customer

Verify customer identity and reduce fraud through real-time photo/video I.D. capture

Increase Accuracy and Completion

Reduce missing and incorrect information in account applications and forms (eliminate Not in Good Order – NIGO)

Get a Secure Signature

In session electronic signature and fulfillment powered by Docusign

Bank-grade Security

Your connection to Liveoak is secure and encrypted using SSL (secure socket layers) bank-grade security

Full List of Features

Watch our short demo and learn more about Liveoak

Watch Demo