Capturing a complete audit trail for work completed in a video conference session

The formal definition of an audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of

TPAs do the Heavy Lifting for the 401k and Retirement Plan Industry

With a background in financial services and corporate retirement, I have a deep understanding of how much administrative and compliance work is required to keep a corporate retirement plan running

What you need to know about notary legislation


Notaries public (also called “notaries”, “notarial officers”, or “public notaries”) hold an office which can trace its origins back to ancient Egypt (scribes) — when it became important to document

Liveoak Technologies News & Updates: Q3-2017


Greetings from the team here at Liveoak Technologies in Austin, TX.  We hope this quarterly update finds you well. Our goal is to provide the latest Liveoak updates, best practices and information

WebRTC: Now Supported by Top Web Browsers


As an early adopter of WebRTC, we often get the question from enterprise clients “When will all browsers support the technology?’ We now have the answer. Last week Apple announced

Innovation Happening NOW in Financial Services Technology

Last week, Liveoak was invited to participate in the launch of Barclay’s RISE Fintech innovation center in London. RISE is the largest Fintech co-working space in Europe with  the goal

Key Takeaways from American Bankers Association Wealth Management & Trust Conference

Last week, Liveoak Technologies attended the American Bankers Association Wealth Management and Trust conference in New Orleans. The theme of the industry event was “Capitalize on Change” which was interpreted

Liveoak Technologies obtains SOC 2 certification for Trust Service Principles

Liveoak Technologies, the digital video conferencing and onboarding solution, is Type 1 SOC 2 certified (formerly SAS 70) by the American Institute of CPAs. The SOC 2 is a third

Finding the right balance between digital and human customer service

Our team here at Liveoak Technologies recently came across this white paper by Verint called “The Digital Tipping Point: How do organizations balance the demands for digital and human customer

Report on banks and their remote customer onboarding experiences

Study on opening a business bank account at Austrailia’s top 4 banks I recently came across a report written by iSky Research titled “Business On-boarding with Australia’s Big Four Banks”.

The Paperwork Problem


Part I ­ The Paperwork Problem: forms, applications and contracts that are sent, filled out and returned. The picture above depicts the most common alternatives (express mail, standard mail, fax, email) to…

Know Your Customer


Know your customer (KYC) is a term used by financial institutions to define the process of verifying customer identity. KYC is in place to prevent terrorism, fraud and money laundering here in…

Key Takeaways from DocuSign Momentum 2016

Last week, we attended the DocuSign Momentum 2016 conference in San Francisco, CA. Momentum is where customers and partners join DocuSign to share insights, strategies, and best practices for accelerating the digital transformation…

Fintech Mission to London

The UK Trade & Investment (UKTI) Fintech Mission to London took place the week of December 6th, 2015. A panel of experts from UK financial technology firms selected 12 U.S. financial technology…

It’s a Wrap!

After 13 weeks, the Barclays NYC accelerator powered by Techstars ended with Demo Day on October 16th, 2015. All 11 companies in our cohort presented their pitch to an audience of over…