{"id":43912,"date":"2023-03-17T13:38:46","date_gmt":"2023-03-17T13:38:46","guid":{"rendered":"https:\/\/www.templafy.com\/?post_type=case&p=43912"},"modified":"2025-09-17T12:20:05","modified_gmt":"2025-09-17T12:20:05","slug":"live-oak-bank","status":"publish","type":"case","link":"https:\/\/www.templafy.com\/case\/live-oak-bank\/","title":{"rendered":"Live Oak Bank"},"content":{"rendered":"\n
\n
\n
\n
\n

CASE STUDY<\/p>\n\n\n\n

How Live Oak Bank is streamlining its approach to scaling client deliverables<\/h1>\n<\/div>\n<\/div>\n\n\n\n
\n
\n

\u201cTemplafy has far exceeded our expectations, enabling us to drive brand consistency across all our marketing and communications efforts with ease.\u201d<\/p>\n\n\n\n

\n

Micah Davis<\/p>\n\n\n\n

Chief Marketing Officer, Live Oak Bank<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\"\"<\/figure>\n\n\n\n
<\/figure>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
\n
\n
\n
\"\"<\/figure>\n<\/div>\n\n\n\n
\n
\n
\n

INDUSTRY<\/p>\n\n\n\n

Banking and Finance<\/p>\n<\/div>\n\n\n\n

\n

LOCATION<\/p>\n\n\n\n

USA<\/p>\n<\/div>\n\n\n\n

\n

EMPLOYEES<\/p>\n\n\n\n

600+<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n

\n
\n
\n

Revolutionize the creation and deployment of 200+ assets<\/h2>\n<\/div>\n\n\n\n
\n
\n

Typical of the banking industry,\u202fLive Oak Bank deals with a large volume of content that included sales sheets, applications, and more. Before working with Templafy, the firm didn\u2019t have a clear process of managing this content, leading to quality and control issues.\u202fTemplafy helped Live Oak Bank drive new compliant and streamlined processes\u202f<\/strong> for creating and managing its documents.<\/p>\n\n\n\n

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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n

\n
\n
\n
\n

The results<\/h4>\n\n\n\n
\n