Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.
Description
You can trust that the individual you are communicating with is indeed who they say they are. Nivo employs a robust combination of security measures, authentication protocols, and identity verification techniques, including biometric AI and encryption. The e-signatures offered by Nivo have received endorsements from top legal professionals. Thanks to our comprehensive security measures and Onfido’s advanced biometric identity verification AI, our e-signatures qualify as Advanced Electronic Signatures under EU law, delivering a level of assurance that many e-signing services do not provide. Financial institutions frequently rely on email to share customer information with partner organizations, which often involves transmitting large files through lengthy email threads, thereby increasing the risk of data breaches. With Nivo’s Business-to-Business messaging solution, providers can specify which documents their intermediaries require and grant access from a single centralized source, significantly mitigating the risk associated with traditional email methods. This innovative approach not only enhances security but also streamlines the document-sharing process.
API Access
Has API
API Access
Has API
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Arrows
Founded
2018
Country
United States
Website
arrows.to/features/
Vendor Details
Company Name
Nivo
Founded
2017
Country
United States
Website
www.nivohub.com
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Product Features
Live Chat
Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking
Video Conferencing
Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard