Who Uses This Software?

Financial Services, banking and any regulated industry that has complex and/or multi-step customer agreements and workflows will greatly benefit from Liveoak's Virtual Interactions platform.

Average Ratings

33 reviews
  • Overall 4.5 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4.5 / 5
  • Features 4 / 5
  • Value for Money 4.5 / 5

Product Details

  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
  • Support Business Hours

Vendor Details

  • Liveoak Technologies
  • http://www.liveoak.net
  • Founded 2014

About Liveoak

Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way.

Liveoak seamlessly combines modern conferencing, forms collaboration, e-Signature and efficient data/I.D. capture combined with bank-grade security and a complete System-of-Audit.

Our mission is to create an engagement platform that allows large companies to do business in a virtual context.

Liveoak Features

  • Brainstorming
  • Calendar Management
  • Contact Management
  • Content Management
  • Discussion Boards
  • Document Management
  • Project Management
  • Real Time Editing
  • Task Management
  • Version Control
  • Video Conferencing
  • Analytics
  • Churn Management
  • Communication Management
  • Community Management
  • Content Syndication
  • Feedback Collection
  • Gamification
  • Live Chat
  • Video Content
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking / Analytics
  • Win / Loss Analysis

Liveoak Most Helpful Reviews

Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions.

Reviewed on 6/3/2018
Business Development Director
Financial Services
Used the Software for: 2+ years
Reviewer Source 
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Allows flexibility to coordinating schedules between multiple parties, easy ways to process paperwork without having errors and full audit trails. The client also gets an experience that makes them feel like they are with a company that is investing in technology and helping them be more efficient. LO has an excellent team and support to go along with a product that is truly an innovator in this space.

Cons: Some of the functionality is evolving still - LO has already came so far in the last year alone and some of the features we spoke about early on during set up are now being implemented and used in live scenarios.
I think one of the biggest hurdles that could arise when onboarding a new firm that would like to use Liveoak is when that specific company's ppwk is complex - they will need to find the right team to figure out the "work flow" that would make the best sense for that particular company and the processes they have in place for ppwk processing. It makes it slightly harder to scale this type of technology with multiple firms and different paperwork. Not many people realize the front end work and time that goes into finding the right "work flow" for each different paperwork scenario. I think LO is on the right track and have already made tremendous strides in the technology that they offer and I'm excited to see it continue to grow. They have always exceled in customer service and support and that itself differentiates their company from others.

Game changer for our business

Reviewed on 6/12/2018
Sales Support Manager
Financial Services, 10,001+ Employees
Used the Software for: 1+ year
Reviewer Source 
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: When we launched electronic signature for our business, we had very low adoption rates among users because it wasn't necessarily intuitive and the process was a bit clunky. Using Liveoak has made it easy for our users, and given us that extra edge over our competitors due to the fantastic cobrowsing/editing capabilities that allow us to quickly and easily complete what can otherwise be very complicated and lengthy paperwork.

Pros: The cobrowsing and editing feature to complete paperwork for our new clients has been a game changer for us. With Liveoak, we can ensure that paperwork is in good order and easily launch into the e-signing process, making for a smooth onboarding process for our clients.

Cons: Initially there have been limitations in what it can do as far as the actual document tagging (in comparison to Docusign, for example), but the Liveoak team has actively worked with us to continue to enhance their capabilities.

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