Customer case

A streamlined approach to scaling client deliverables

    Live Oak Bank logo
  • Industry: Banking and Finance
  • Location: USA
  • Number of employees: 600+
Live Oak Bank about us
About Live Oak Bank

A united workforce with a common goal of becoming America’s small business bank

Live Oak Bank is on a mission to be America’s small business bank. The firm has expanded rapidly over the past couple of years. Today, it offers accessible and personalized financial services to a growing and diverse portfolio of clients across the country.  

As Live Oak Bank continues to grow, working as a united, aligned workforce becomes increasingly critical to achieving business results – especially in the highly regulated banking industry. Templafy’s Library, Dynamics, and Validator product modules enable Live Oak Bank to streamline workflows, ensure business compliance, and support team alignment on their way to delivering an optimal client experience. 


Live Oak Banks’ perfected processes

Typical of the banking industry, Live Oak Bank deals with a large volume of content that included sales sheets, applications, and more. Before working with Templafy, the firm didn’t have a clear process of managing this content, leading to quality and control issues.   

Templafy helped Live Oak Bank drive new compliant and streamlined processes for creating and managing its’ documents. The firm redesigned over 200 customer-facing forms, complete with new branding and fillable fields, and deployed them enterprise-wide using Templafy. Any updates to texts, links, and visual assets are now made centrally and rolled out instantly, meaning Live Oak Bank employees always send out professional, consistent, and well-designed content.  

Live Oak Bank Validator

Banking is a highly regulated industry. It’s vitally important Live Oak Bank always keeps sensitive information safe.  

For any business content that includes private company data on slides, such as pitch decks or anything customer-facing, Live Oak Bank employs Templafy’s Validator feature. This security plug-in ensures document information is always up to date, minimizing the risk of data misuse. Document admins can also assign access rights to selected data and lock specific fields or slides, giving Live Oak Bank maximum control over its content and messaging.   

Before implementing Templafy, the staff at Live Oak Bank relied on personal preferences for document creation and storage. Usually storing files and templates on their desktops, it wasn't uncommon for employees to deliver documents containing old logos, outdated copyright information, non-fillable applications, or pixelated imagery.  

Now, all Live Oak Bank's latest, pre-approved assets are accessed easily directly within the programs employees are already using. Any updates can be made seamlessly, without users relying on IT or design resources, and without disrupting users’ workflows. 

This streamlined workflow has resulted in increased professionalism and is credited by Live Oak Bank as a major contributor to positive annual results.

Templafy has far exceeded our expectations, enabling us to drive brand consistency across all our marketing and communications efforts with ease.

Micah Davis, Chief Marketing Officer
Micah Davis
Chief Marketing Officer

Whenever we're talking about what Live Oak Bank will do next, we think about how Templafy can be involved. Templafy is essential for our company to be efficient and keep us on-brand.

Ben Meaney
Ben Meaney
Head of Marketing Operations

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