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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.
Description
Quickly gather essential risk-related data for both new and existing business engagements using Intapp Intake. Expedite thorough due diligence with precision by employing contemporary business practices, which encompass dynamic risk-based questionnaires, workflows, and scoring models that seamlessly integrate with your existing systems and reliable third-party data sources. Enhance the speed and accuracy of information collection and risk evaluation. Ensure that your onboarding choices are in harmony with your firm's strategic objectives. Centralize the pivotal information and processes that safeguard your organization. Create improved workflows through dynamic forms and approval routing systems. Implement firm policies efficiently through the automated generation and gathering of engagement letters. Simplify the collection of external data for internal risk assessment activities, such as assessing lateral hires or anti-money laundering processes. Align onboarding decisions with your firm’s risk tolerance using clearly defined risk-scoring metrics. This integration not only facilitates compliance but also enhances the overall efficiency of your risk management procedures.
API Access
Has API
API Access
Has API
Integrations
Actus Comply
Belvo
Bureau van Dijk Review
Codat
D&B Connect
Equifax BusinessConnect
HubSpot CRM
HubSpot Customer Platform
LexisNexis Command Center
Microsoft 365
Integrations
Actus Comply
Belvo
Bureau van Dijk Review
Codat
D&B Connect
Equifax BusinessConnect
HubSpot CRM
HubSpot Customer Platform
LexisNexis Command Center
Microsoft 365
Pricing Details
No price information available.
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
Formalize
Founded
2022
Country
United States
Website
www.getformalize.com
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/intake/