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. 

Empower employees to be business compliant without sacrificing productivity

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files and templates on their desktops, it wasn’t uncommon for employees to deliver documents containing old logos, outdated copyright information, non-fillable applications, or pixelated imagery.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