Liveoak Tech Blog

Over the last few years, we’ve worked at pinning down the actual meaning of “fintech” internally, at conferences, meetings, over pale ales and more. It’s a slippery definition: does fintech mean [...]

Looking back on 2019, we are amazed by the incredible efforts in digital transformation and results that our customers have experienced. We are grateful to be playing an important part with some [...]

The biggest change that has occurred in the notary business is the requirement for the signer to personally appear before the Notary at the time of the notarization. Until recently that [...]

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 [...]

In the digital era, hours of up-close-and-personal quality time might feel odd. After all, many of us now live at least some of our lives remotely. Think about it: whether you’re working from a [...]

Financial institutions have been slower than a lot of other sectors to adopt cloud technologies. A survey of banks in Accenture’s report on cloud readiness, “Cloud and Clear,” found that 43% of [...]

The explosion of e-commerce and tech-driven disruptors over the last decade has profoundly influenced consumer demands and expectations. All of us are now accustomed to doing business with [...]

In today’s business climate, you have to be agile to be successful. The tech climate has changed so much in the past 5-10 years that companies have a seemingly endless amount of options on how [...]

Updating your business model to work seamlessly in the digital age sounds like a great idea, right? After all, a well-executed business transition strategy can increase productivity, eliminate [...]

Let’s start out with a story. Jack’s Insurance Company launched in the 50s. It started out as a small, independently-owned business based out of a mid-sized town. Jack started the business [...]

Thanks to all who came out to Liveoak’s Summer Celebration at Zilker Brewing Company in Austin, TX!  Our guests represented all who have supported Liveoak up to this point. We are so [...]

Background While banking apps make it easy to check balances, pay bills and transfer money, it is much more difficult to conduct complex banking transactions, multi-party account opening and [...]

The 2018 numbers are in for our enterprise financial services, retirement, banking and insurance customers and they are very exciting!   If you are unfamiliar with Liveoak, our Virtual [...]

Chances are if you are reading this, you have experienced the requirement to have a document notarized (fun times…). I think we can all agree that this requirement typically happens at the most [...]

A notary is essentially a government-appointed individual who can act as a verifier or witness to various legally binding documents. Their prime responsibility is to verify identities of the [...]

An article titled “Facing the Future” was recently published in Asset Servicing Times regarding financial services industry trends, challenges and opportunities for 2019. In this [...]

Our team is excited to share with you some exciting news about digital transformation in the insurance industry. Up until now, the insurance and financial services industries have been using [...]

Our team here at Liveoak is pleased to announce that we have received the SOC 2 Type 2 certification from the American Institute of CPAs (AICPA) and the HIPAA Security Rule Compliant [...]

SOC 2 is a set of standards designed to regulate 5 components of information security for 3rd party SaaS and technology providers that deal with their clients’ customer’s personal data. The 5 [...]

At Liveoak, we are grateful for so many things but here is a list of our top 10 for 2018: Our employees – their unique perspective, experience and dedication are an incredible asset to [...]

  Greetings from Liveoak Technologies in Austin, TX. We have had an amazing third quarter and would like to share our news and updates with you. We hope that at the end of this update you [...]

Team Liveoak recently completed a branding exercise to update how we communicate the value that Liveoak brings to our customers. During the process, we uncovered some important concepts that are [...]

We are happy to report that Liveoak Technologies is participating in the University of Texas at Austin Fintech Practicum powered by EY- Ernst & Young.  As part of this semester-long program, [...]

Written by Andy Ambrose, Liveoak’s Co-founder and CEO Three and a half years into starting and building Liveoak, I often reflect on our path – all the twists and turns that have put [...]

  Our sales and business development teams spend a lot of time talking with prospects and existing customers about the challenges they are facing in their day-to-day operations. A common [...]

  It makes sense that one of Liveoak’s most successful customer use cases is in the retirement plan industry. Prior to Liveoak’s inception, our co-founder, Andy Ambrose, had been working in [...]

Liveoak was one of eleven companies selected to participate in the NYC Fintech Innovation Lab. The Fintech Innovation Lab is a 12-week program in NYC for later stage fintech startups. The program [...]

Greetings from Liveoak Technologies in Austin, TX. Our goal is to provide the latest Liveoak updates, best practices, and information about how industry leaders are improving and transforming [...]

  Liveoak’s primary mission is to provide solutions that help financial institutions and other regulated industries make complex agreements, transactions and workflows easier, [...]

Austin A-List 2018 Hottest Startup GROWTH WINNER: Liveoak’s digital customer engagement platform provides enterprises with the ability to offer remote customers a simple way to complete and [...]

Our team here at Liveoak Technologies is thrilled to have been selected as the winner of the “Best Customer Engagement Tool or Campaign” at the 2018 Benzinga Global Fintech Awards. [...]

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 [...]

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 [...]

Notaries public (also called “notaries”, “notarial officers”, or “public notaries”) hold an office which can trace its origins back to ancient Egypt (scribes) [...]

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 [...]

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 WebRTC will be [...]

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 of [...]

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 [...]

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 party audit that [...]

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 [...]

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 [...]