Liveoak for Wealth Management
Liveoak integrates with existing software and workflow applications to enable a frictionless customer onboarding experience for the wealth and finance industry. Our platform helps some of the country’s largest wealth management brands modernize their customer experience and bring their business model into the 21st Century.
Liveoak for Banking
Liveoak’s customer onboarding platform helps consumer and business banking industry professionals streamline how they connect with their customers in the digital environment. We facilitate compliance and security on a truly modern engagement platform.
Liveoak for Insurance
The insurance industry relies on documentation, compliance, and customer management tools to help facilitate claims, interact with compliance experts, customers, and help manage agreements between parties. Learn how Liveoak’s virtual business platform is changing the way the insurance industry works.
Liveoak for Retirement
Retirement Plan Services (RPS) companies can streamline the way they interact and onboard customers in the digital age. By allowing for completely remote, secure, and frictionless interactions, RPS professionals can meet more customers and gain more business.
Liveoak for Mortgage & Lending
Liveoak’s digital engagement platform changes the way that lenders can interact with their customers for home loans and mortgage lending. Liveoak allows businesses to abandon paperwork and achieve a completely secure, documented, and frictionless customer experience.
More Liveoak Features
Customize Liveoak to suit your specific needs.
Digital Business Tools
Complete Audit™
Synchronous Form Editing
Easy Data and I.D. capture
Industrial Strength Security
Guided Customer Experience
Live eSignature
Web conferencing
Screensharing
File upload
Video attestation
Video/Audio recording
CRM integration
Digital Customer Experience
Device agnostic
Mobile workflow
Easy meeting invite
Virtual meeting rooms
Document library
