How a Financial Advisor Conducts Full Business with Client Virtually

by Liveoak Technologies | Demonstration

In this short video, watch how a financial advisor conducts business with their client without being in the same physical location. The advisor and client review statements, collaborate on documents, fill out forms together, share documents, upload files and finally sign live while inside the conference session. Watch the video to the end to see a quick view of Liveoak’s Complete Audit™ which captures every keystroke and action (for compliance records) that happens sin the conference.

About Liveoak Technologies

Highly regulated industries like financial services have a very real complexity problem. Confusing and repetitive application forms. Onboarding processes designed for the last century. Identity verification methods that force people to waste hours commuting back and forth for an appointment that only lasts 15 minutes.

At the same time, customers want you to serve them at their convenience in simple and customized ways, much like when using Uber, Airbnb or Amazon – and they’re not willing to settle for a second-best status quo.

Liveoak’s flexible cloud technology platform makes these difficulties a thing of the past, marrying technology with a human touch when it matters most to deliver an unparalleled digital customer engagement experience.

We minimize complexity and reduce friction and error while amplifying everything that is great about doing business face-to-face. We use technology to declutter, speed up and modernize your customer interactions, enabling you to exceed service expectations and close more business. We help you get it done right the first time around.

Our cloud platform fits seamlessly into your current technology stack and is designed to meet even the most stringent legal, risk and compliance requirements of your business. Every engagement moment, keystroke, photo and electronic signature can be fully captured using our Complete Audit™ system, and our technology is guarded by some of the strongest, industrial-grade security available on the market today. That’s why we’re trusted by some of the largest enterprises in the world with their most important customer journeys.

Whether you’re reimagining your account-opening forms, transforming an asset-rollover process or digitizing an insurance claim, Liveoak is your strategic partner when delivering the best service matters the most.

Turn “high stress” into “high impact.”

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