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Average Ratings 0 Ratings
Description
An intuitive drag-and-drop screen designer allows users to craft a digital journey featuring tailored CSS and streamlined workflows for seamless processing. This platform comes equipped with ready-to-use industry and product-specific templates that can be modified with ease. By merging an easy-to-navigate user interface, an advanced process designer, and intelligent business rule engines, organizations can accelerate the implementation of their digital strategies. The tool supports the creation of responsive designs that function effectively across various devices, enhancing user engagement and providing a smooth experience. Customers are empowered to take charge of their journey, allowing for the conversion of spontaneous sales opportunities. Additionally, users can design sophisticated, integrated journeys with automated business rules that enable immediate fulfillment. By employing effective customer-centric methodologies, this solution breaks down silos and significantly shortens the time required to develop digital journeys by 70% through its codeless drag-and-drop functionality. Such capabilities not only streamline the design process but also ensure that businesses can adapt swiftly to changing market demands.
Description
OnBoard by MVSI is a comprehensive software platform that automates the onboarding and compliance processes, effectively managing the entire customer journey from the creation of initial offers to the digital application, verification, approval, and continuous due diligence, all while incorporating essential regulatory safeguards. This platform empowers organizations to create customized onboarding experiences using intuitive drag-and-drop smart forms, dynamic contract generation, and tailored workflows, while incorporating real-time risk assessments, scoring, and compliance validations such as KYC, KYB, AML, and OCDD to maintain regulatory compliance and minimize manual tasks, inaccuracies, and customer attrition. Additionally, it enhances visibility across various departments, including sales, compliance, and risk management, by integrating ongoing monitoring and notifications for any compliance updates, facilitating data ingestion from external sources, and enabling automated decision-making processes that aim to boost conversion rates and speed up revenue generation. Its innovative features ultimately help businesses achieve a streamlined onboarding experience that balances efficiency with rigorous regulatory adherence.
API Access
Has API
API Access
Has API
Integrations
IDfy
Kixie PowerCall & SMS
Pricing Details
$15.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
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
Acidaes Solutions
Founded
2001
Country
India
Website
www.crmnext.com
Vendor Details
Company Name
OnBoard by MVSI
Country
Australia
Website
www.mvsi-onboard.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List