A streamlined approach to scaling client deliverables

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.  

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files and templates on their desktops, it wasn't uncommon for employees to deliver documents containing old logos, outdated copyright information, non-fillable applications, or pixelated imagery.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.