In an era where your customers demand more immersive and cohesive experiences from companies than ever before, even the leading brands can benefit from some extra help. Now that “experience” is the only way for any organisation to stand out from its competitors, tools that help businesses to better serve their customers are growing increasingly popular.
Liveoak is a collaboration and customer experience platform designed to help businesses manage even the most complicated transactions. Employees get the perfect blend of real-time chat, on-screen coaching, and document sharing to deliver exceptional results, while customers get the experience they expect from your organisation.
Here’s what you need to know about Liveoak:
Features of Liveoak
Liveoak is a secure piece of customer service and collaboration software designed with state-of-the-art compliance, security, and privacy in mind. Created to help companies manage even the most complex transactions with their customers, Liveoak is packed full of capabilities to streamline the buyer journey and make your employees’ lives easier. Features include:
- Real-time form and file sharing
- Session recording
- Synchronous document editing
- Video conferencing
- Live eSignature support
- Bank-grade security
- Identity authentication
- Screensharing
- Document reviews
- Virtual meeting rooms
- Forms library
- Electronic document routing
- Data capture and CRM integration
- Omni-channel communication (Video, voice, text and real-time chat)
Benefits of Liveoak
Liveoak is a digital platform intended to give companies more control over their customer interactions. Designed to bring all of your CX and collaboration tools together on the same platform, Liveoak helps to integrate the internal and external communications that keep your business running smoothly. Benefits include:
- Exceptional security: Designed for companies that many high-level transactions every day, Liveoak comes with everything you need to keep your company and customers secure. Bank-grade encryption is built into the system at the core, and identity authentication features allow employees to verify that they’re speaking to the right customer via video and photo capture
- Range of communication options: Whether you need to speak to a customer, or collaborate with a team member, Liveoak offers a variety of options, including real-time screen sharing, video conferencing, instant messaging, and even support for text messaging. What’s more, you can instantly record any session for compliance purposes
- Great knowledge management: Liveoak offers plenty of ways for you to manage the data and documents shared throughout your business each day, with CRM integration available, electronic document routing, and a comprehensive forms library. There are even “NIGOS” features to reduce potential errors in your forms and applications
- Flexibility: All users need to deploy Liveoak is a browser and a secure internet connection, there’s nothing to download or install in your enterprise. Additionally, Liveoak is completely device agnostic, so it works with tablets, mobiles, and desktops without compromising on performance
Target Market & Regional Availability
Liveoak is best-suited to companies that manage customer conversations and transactions every day. If you need a secure audit trail for all of your consumer interactions, combined with a collaboration solution, then this is the tool for you. Specifically, Liveoak is designed to serve verticals such as:
- Wealth management
- Insurance
- Banking
- Credit unions
- Automobile
- Mortgage and lending
- Retirement services
How to Buy & Pricing
Pricing packages are not available for Liveoak online, but you can schedule a free consultation with the team. This means that you can get a service that’s completely customised to your needs, and a pricing structure that suits how you plan to use Liveoak.
Finishing Thoughts: Pros, Cons, and Alternatives
If you’re searching for something to combine your customer experience and collaboration strategies, then Liveoak could be the innovative tool you’ve been hunting for. Ideal for supporting virtual interactions between customers and co-workers alike, Liveoak supports compliance, productivity, and innovation in the modern workforce.
Pros:
- Manage compliance easily
- Speak to customers and co-workers on a range of platforms
- Multi-channel support for text, instant messaging and video
- Very easy to use software
- Works on any system or device
- No download or installation required
- Reduces the time required to get paperwork signed
Cons:
- May take time for an update to arrive for fast-moving industries
- Rooms can be difficult to set up at times
Great alternative tools include:
- Jostle
- Trello
- Slack
- Unily
- Microsoft Teams
