Liveoak
4.3
53

Not Claimed

Liveoak is a digital conferencing platform that helps financial institutions engage with remote customers securely and successfully onboard new accounts, transact business, and meet face-to-face.
Developer
DocuSign
HQ Location
San Francisco, CA
Year Founded
2003
Number of Employees
7,633
Twitter
Strengths
  • Collaboration

    Allows for real-time collaboration and document sharing

  • Security

    Offers secure video conferencing and document signing

  • Customization

    Can be customized to fit specific business needs

Weaknesses
  • Pricing

    Pricing may be too high for small businesses

  • Integration

    May not integrate well with other software systems

  • Ease of Use

    May have a steep learning curve for some users

Opportunities
  • Can be used for remote work and virtual meetings
  • Can be tailored to fit specific industries such as finance or healthcare
  • Can expand into new markets and industries
Threats
  • May face competition from other collaboration and video conferencing software
  • Security breaches could damage the company's reputation
  • An economic downturn could lead to decreased demand for the product

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Review Distribution

  • 👍
    High - rated users

    Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed.Once a room is created it would be nice if there was a way to edit what documents were included in that room, without having to set up an entirely new room.

  • 🤔
    Average - rated users

    The ability to quickly email a link to an agreement, so that I can walk that individual through the agreement.Several areas for improvement, such as the ability to upload a pre-fill form, add additional documents to a room after the room has been created, add trustee's after the room has been created, bot that scans common forms and autocreates a template that can be used with liveoak, integration with salesforce, and specific step by step instructions when signing.

  • 👎
    Low - rated users

    The fact that this is very easy to use makes it incredibly helpful for me.N/A.

Media

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Liveoak Plan

Liveoak offers a subscription-based pricing model with three versions, starting at $49 per user per month, with additional features in higher versions.
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