By using our technology, Retirement Plan Services 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.
The Liveoak cloud platform seamlessly integrates best-in-class video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. We help enterprises close more business, eliminate nearly all “not in good order” paperwork and turn customers into passionate brand advocates.
Information on our features can be found here: https://www.liveoak.net/features/