October 23, 2017 10:33 AM ET

Internet Software and Services

Company Overview of LiveOak Technologies, Inc.

Company Overview

LiveOak Technologies, Inc. provides a cloud-based real time communication, collaboration, and eSignature platform that helps users to ease financial processes. Its platform enables to collaborate with one or more people in an environment; communicate with video, audio, and text chat directly through browser; and capture and store compliant data. The company was incorporated in 2015 and is based in Austin, Texas.

600 Congress Avenue

Austin, TX 78701

United States

Founded in 2015

Phone:

512-507-3802

Key Executives for LiveOak Technologies, Inc.

LiveOak Technologies, Inc. does not have any Key Executives recorded.

LiveOak Technologies, Inc. Key Developments

John Hancock Retirement Plan Services Selects Liveoak Technologies, Inc. to Provide Customer Onboarding Platform

John Hancock Retirement Plan Services division has selected Liveoak Technologies, Inc. to provide a solution for onboarding corporate customers. The Liveoak digital platform will allow John Hancock Retirement Plan consultants to work remotely with customers to gather plan transition data and complete paperwork.  This remote capability will improve the efficiency of onboarding new retirement plan customers and provide the sales team with more resources and selling time. With Liveoak's platform, John Hancock will have the capability to conference with customers to finalize plan decisions and other important data, as well as execute new account paperwork through a strategic partnership with DocuSign. A full conference record of all key strokes, data, uploaded documents and signatures are provided through Liveoak's platform for a complete audit trail.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
June 2, 2017
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