Our Mission

Our mission is to be the strategic technology partner that enterprises trust with their most valuable customer interactions.

Why Choose Liveoak?

Let’s face it: It’s not always easy doing business with you.

Highly regulated industries like financial services have a very real complexity problem. Confusing and repetitive application forms. Onboarding processes designed for the last century. Identity verification methods that force people to waste hours commuting back and forth for an appointment that only lasts 15 minutes.

At the same time, customers want you to serve them at their convenience in simple and customized ways, much like when use Uber, Airbnb, Netflix or Amazon – and they’re not willing to settle for a second-best status quo.

Liveoak’s flexible cloud technology platform makes these difficulties a thing of the past, marrying technology with a human touch when it matters most to deliver an unparalleled digital customer engagement experience.

We minimize complexity and reduce friction and error while amplifying everything that is great about doing business face-to-face. We use technology to declutter, speed up and modernize your customer interactions, enabling you to exceed service expectations and close more business. We help you get it done right the first time around.

Our cloud platform fits seamlessly into your current technology stack and is designed to meet even the most stringent compliance, risk and legal requirements of your business. Every engagement moment, keystroke, photo and electronic signature can be fully captured using our Complete Audit system, and our technology is guarded by some of the strongest, industrial-grade security available on the market today. That’s why we’re trusted by some of the largest enterprises in the world with their most important customer journeys.

Whether you’re reimagining your account-opening forms, transforming an asset-rollover process or digitizing an insurance claim, Liveoak is your strategic partner every time delivering the best service matters the most.

Turn “high stress” into “high impact.” Call us today.

As your trusted partner, Liveoak is focused on providing your business with a secure customer experience. Liveoak Technologies is Type 2 SOC 2 certified (formerly SAS 70) by the American Institute of CPAs (AICPA). The Type 2 SOC 2 is a third-party audit that provides assurance to customers of service organizations that business practices meet Trust Principles and Criteria (TSP) standards: security, integrity, availability, confidentiality and privacy.

Liveoak is HIPAA Rule Security Compliant. The Security Rule requires covered entities to maintain reasonable and appropriate administrative, technical, and physical safeguards for protecting electronic protected health information (e-PHI).

Team

Our leadership team has extensive experience in financial services and technology. Based on our experiences, we have dedicated our energy to make customer engagements simple and frictionless. We are based in Austin, TX and we have an additional office in New York, NY.

Trusted Partners

Jobs

We are a fast-growing venture-backed startup, constantly looking to add software engineering and business talent. If you’d like to be a part of a team that is changing the future of customer engagement in financial services, we’d love to hear from you. Please send us a note at hello@liveoak.net or see our Careers page for more details.

Case Studies & Whitepapers

Remote Account Opening

Use Liveoak to create a remote live customer interaction. We know from experience that complex paperwork, transactions and remote customer onboarding requires professional assistance.

 

Liveoak Technologies

We get virtual business done™