Digital Solutions for Retirement Plan Services

By using our technology, RPS companies can guide their clients through key paperwork in real time, obtaining multiple signatures from plan sponsors, trustees and other stakeholders.

Done on paper, and with the need to travel to the client’s physical location, this process takes more than a month – not to mention significant rework due to error.

Done with Liveoak, the work takes less than an hour and gets it done right the first time, with a “not in good standing” rate of less than one percent.

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™