John Hancock Retirement Plan Services (JHRPS) has selected Austin, Texas, based digital software provider Liveoak Technologies to provide a solution for the more efficient onboarding of corporate customers.
According to the firms, 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,” the firms suggest.
With Liveoak’s platform, John Hancock will further gain 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.” The firms note that a full conference record of “all key strokes, data, uploaded documents and signatures” is provided through Liveoak’s platform, creating “a complete audit trail.”
Andy Ambrose, CEO of Liveoak Technologies, suggests the firms’ solutions can help retirement plan clients input necessary information from multiple contributors in a much less cumbersome process.
More information is available at www.liveoak.net.