Case Study: Live Oak Bank achieves streamlined, compliant scaling of client deliverables with Templafy

Streamlined approach to scaling client deliverables

Live Oak Bank, a rapidly growing U.S. small-business bank with 600+ employees, faced quality, control, and compliance challenges managing high volumes of client-facing content. To align its workforce and streamline document workflows, Live Oak Bank turned to Templafy, using Templafy’s Library, Dynamics, and Validator modules to standardize creation and deployment processes.

Templafy helped redesign and deploy more than 200 customer-facing forms enterprise-wide, enabling central updates to text, links, and visuals to roll out instantly; as a result Live Oak Bank now sends consistent, professional materials, maximizes compliance, and minimizes data risk while maintaining employee productivity. Templafy’s solution delivered measurable scale and brand consistency across sales sheets, applications, and other high-volume assets.

Live Oak Bank

Micah Davis

Chief Marketing Officer