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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Bid farewell to constrained data access, challenging integrations, and tedious manual inquiries. Coris's MerchantProfiler delivers the most extensive SMB data intelligence available today. Assess your SMBs by utilizing information from sanctions, review platforms, SMB websites, and additional sources. Monitor your merchants continuously and in real-time for optimal oversight. Evaluate the professionalism of SMB websites by examining numerous proprietary data points, such as stock images, domain status, and product meta-data. Implement automated rule-based actions or escalate cases for manual assessment as needed. This approach minimizes friction for reputable merchants while allowing your risk team to concentrate on significant risk indicators. By streamlining this process, businesses can enhance their operational efficiency significantly.

Description

Enhance your revenue streams through a comprehensive and advanced onboarding journey. Create exceptional customer interactions while managing risks effectively using top-tier tools. Your entire sales funnel is integrated within a single platform, encompassing lead qualification, KYB processes, e-signatures, segmentation, and scheduling meetings. Utilize components such as tailored rules and no-code workflows to streamline and automate all aspects of identity verification and onboarding. Conduct continuous website evaluations, sanction checks, and social media assessments to ensure ongoing compliance. Facilitate a seamless experience for low-risk users, allowing them to navigate effortlessly. Adapt the application process in real-time based on risk assessments from both internal and external sources. Identify specific areas where potential leads drop off, down to the precise moment or data entry field, utilizing detailed analytics and screen recordings. Optimize your conversion rates and elevate productivity significantly, achieving a tenfold increase. Transition from monotonous manual operations to seamless automation, revolutionizing your workflow in the process. This approach not only simplifies the onboarding journey but also fosters stronger customer relationships and trust.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Actus Comply No 
Amazon Redshift Yes 
Belvo No 
Codat No 
Databricks Yes 
Google Cloud BigQuery Yes 
HubSpot Customer Platform No 
LexisNexis Command Center No 
Middesk No 
Plaid No 
PostgreSQL Yes 
Prove No 
Salesforce No 
Snowflake Yes 
Stripe Yes 
Sumsub No 
Trustpilot Yes 
Veriff No 
WhatsApp No 
Yelp Yes 

Integrations

Actus Comply Yes 
Amazon Redshift No 
Belvo Yes 
Codat Yes 
Databricks No 
Google Cloud BigQuery No 
HubSpot Customer Platform Yes 
LexisNexis Command Center Yes 
Middesk Yes 
Plaid Yes 
PostgreSQL No 
Prove Yes 
Salesforce Yes 
Snowflake No 
Stripe No 
Sumsub Yes 
Trustpilot No 
Veriff Yes 
WhatsApp Yes 
Yelp No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Coris

Founded

2022

Country

United States

Website

www.coris.ai/

Vendor Details

Company Name

Formalize

Founded

2022

Country

United States

Website

www.getformalize.com

Product Features

Risk Management

Alerts/Notifications No 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment No 

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