Executive Summary Financial institutions and their business customers are increasingly at cross-purposes in the digital age. Business stakeholders have sky-high expectations from their banks [...]
Use Liveoak to create a remote live customer interaction. We know from experience that complex paperwork, transactions and remote customer onboarding requires professional assistance.
Retirement plan providers and consultants have a lengthy process of gathering up sold case paperwork and plan transition data. We reduce the time from prospect to signature.
New client onboarding has been considered one of the most stressful things that Investment Advisors and their firms go through. Learn how Liveoak can help.
When customer onboarding is too complicated or takes too long, customers seek other solutions. Some bank customers abandon up to 90% of new account applications prior to completion.
Liveoak improves digital signature workflow by providing a secure, virtual workspace where documents can not only be reviewed and signed but also filled out in real-time and corrected if needed.
We get virtual business done.