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Average Ratings 0 Ratings

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ease
features
design
support

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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

We thrive on pushing boundaries in all our endeavors. Our motivation stems from the desire to revolutionize your business, as your success directly contributes to ours. We create exceptional platforms designed to facilitate this transformation. Interested in scheduling a meeting to discuss potential changes? Experience rapid Digital Customer Onboarding in just minutes! A staggering 56% of wealth managers report that the manual customer onboarding process typically takes around four weeks. iStart offers a quick, efficient, and hassle-free onboarding experience. Ensuring a consistent customer onboarding process is essential for your organization! We advocate that your focus should be on activities that generate customers while automating those that assist them. Introducing our Digital Customer KYC and Onboarding Platform! iStart is an advanced digital onboarding solution equipped with intelligent automation features. Our platform empowers banks, insurance companies, and various financial institutions to efficiently enroll and manage their customers online, ultimately enhancing their operational efficiency. This seamless integration not only saves time but also improves customer satisfaction significantly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Zapier Yes 

Integrations

Salesforce No 
Zapier No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Arrows

Founded

2018

Country

United States

Website

arrows.to/features/

Vendor Details

Company Name

iSolve Technologies Europe

Founded

2004

Country

Netherlands

Website

isolveglobal.com

Product Features

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Product Features

Alternatives

Alternatives