Liveoak Overview
This is a summary of the comprehensive capabilities and benefits of Liveoak based on over 1427 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Liveoak, ContractZen, Contractbook, Docusign CLM, Juro, etc., all belong to a category of solutions that help Contract Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Liveoak is right for your needs? Our Cuspera AI engine can evaluate how Liveoak fits your specific business needs, industry, and context. Get your personalized assessment report today.
Liveoak supports business activities such as:
- Sales Document Management
- Collaboration
- Training & Onboarding
- Engagement Management
- Workflow Management
Liveoak can help you with many business goals, such as Acquire Customers, Improve Digital And Social Presence, Scale Best Practices, Enhance Customer Relationships, Increase Sales & Revenue, etc. It can help manage these activities if you use Offline Video Events etc. for these needs. As a solution, Liveoak's capabilities include Recording, Personalization, Capture Information, etc.
Liveoak Financial Services Vertical is its biggest customer base.
Reviews
"...Some firms use an eSignature provider to help expedite the process and other firms have a digital process in place...." Investment Advisors Customer Onboarding
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Liveoak solved their Contract Management needs. Cuspera uses 1427 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Contract Management needs.
Business Priorities
Acquire Customers and Improve Digital And Social Presence are the most popular business priorities peers achieved using Liveoak.
Use Cases
Peers recommend Sales Document Management , Collaboration , Training & Onboarding , as the business use cases that they have been most satisfied while using Liveoak.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management with Offline |
4.74/5 ★ |
"...Some firms use an eSignature provider to help expedite the process and other firms have a digital process in place...." Investment Advisors Customer Onboarding |
| digital signature |
4.73/5 ★ |
"...Integrate all of your Liveoak conference data (the audit trail), attachments, signatures and recordings directly with your CRM or database...." Winning the Digital Customer Relationship Game for Banks and Credit Unions |
| contract management |
4.61/5 ★ |
"...In addition, multiple parties can sign an agreement inside of a Liveoak conference session...." Boosting Digital Signature Adoption in Complicated Workflows |
| document sharing |
4.23/5 ★ |
"...When files and photo IDs are uploaded, screens are shared, documents are signed, all of it is entered into the conference record and packaged together to create a Complete Audit ...." Capture Data in Real Time with Complete Audit |
| proposal & quote management |
4.26/5 ★ |
"...Leveraging the convenience of Liveoak, she helped an advisor and their clients go from proposal request to signature in 68 minutes. ..." Corporate Retirement Plan Onboarding |
| Collaboration with Offline, Video, Events and Trade Shows |
4.93/5 ★ |
"...In this episode, Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferencing coupled with digital signatures and identity verification is transforming the speed of business for wealth management and other financial services firms...." How to Close Clients Faster with Technology |
| Training & Onboarding |
4.57/5 ★ |
"...We know from experience that complex paperwork, transactions and remote customer onboarding requires professional assistance. ..." Synchronous Form Editing & Remote Collaboration |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management with Offline |
4.74/5 ★ |
"...Some firms use an eSignature provider to help expedite the process and other firms have a digital process in place...." Investment Advisors Customer Onboarding |
|
| digital signature |
4.74/5 ★ |
| contract management |
4.74/5 ★ |
| document sharing |
4.74/5 ★ |
| proposal & quote management |
4.74/5 ★ |
| Collaboration with Offline, Video, Events and Trade Shows |
4.93/5 ★ |
"...In this episode, Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferencing coupled with digital signatures and identity verification is transforming the speed of business for wealth management and other financial services firms...." How to Close Clients Faster with Technology |
|
| Training & Onboarding |
4.57/5 ★ |
"...We know from experience that complex paperwork, transactions and remote customer onboarding requires professional assistance. ..." Synchronous Form Editing & Remote Collaboration |
|
20+ more Business Use Cases
Our AI advisor, Wyz, harnessed 1427 insights from peers and experts to help you assess how these Liveoak use cases fit your Contract Management needs.
Frequently Asked Questions(FAQ)
for Liveoak
What is Liveoak used for?
What are the top features of Liveoak?
Who uses Liveoak?
What are Liveoak alternatives?
Where is Liveoak located?
Popular Business Setting
for Liveoak
Top Industries
- Financial Services
- Banking
- Wholesale
Popular in
- Large Enterprise
- Enterprise
- Mid Market
Peers used Liveoak to Acquire customers and Improve digital and social presence
Liveoak Alternatives
Peer and Expert Opinion on Features
for Liveoak
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (52) |
| Personalization | Read Reviews (44) |
| Capture information | Read Reviews (20) |
| Templates | Read Reviews (11) |
| Capture image | Read Reviews (7) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (52) |
| Personalization | Read Reviews (44) |
| Capture information | Read Reviews (20) |
| Templates | Read Reviews (11) |
| Capture image | Read Reviews (7) |
IT and Other Capabilities
for Liveoak
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (94) |
| Data Import | Read Reviews (121) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (94) |
| Data Import | Read Reviews (121) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (80) |
| Phone Support | Read Reviews (13) |
| Email Support | Read Reviews (12) |
| Chat Support | Read Reviews (7) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (80) |
| Phone Support | Read Reviews (13) |
| Email Support | Read Reviews (12) |
| Chat Support | Read Reviews (7) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (2) |
| Custom Reports | Read Reviews (54) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (2) |
| Custom Reports | Read Reviews (54) |
Software Failure Risk Guidance
?for Liveoak
Overall Risk Meter
Top Failure Risks for Liveoak
Vendor Profile Details
Company Name
Liveoak Technologies
Company Website
https://www.liveoak.net/HQ Location
Austin, TX
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