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Average Ratings 0 Ratings
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
Mystro is an efficient tool designed for data gathering and client onboarding, prioritizing speed, adaptability, scalability, and development. It consolidates all the necessary components for client onboarding and information collection. Offering a modern, user-friendly experience, Mystro's products cater to the expectations of today's clients, ultimately saving you significant time on each deal while enhancing your business's representation. By simplifying intricate forms, Mystro ensures they are both aesthetically pleasing and functional. The intuitive and comprehensive form builder allows for the rapid creation of engaging multi-page online forms or users can opt for ready-made templates. Furthermore, its extensive document collection and eSigning capabilities fully automate the documentation process through features like auto-generated checklists, PDF integration, digital signatures, and timely reminders, ensuring a seamless workflow. With Mystro, your client onboarding experience is not only streamlined but also tailored to elevate client satisfaction.
API Access
Has API
API Access
Has API
Integrations
Actus Comply
Belvo
Codat
Equifax BusinessConnect
HubSpot CRM
HubSpot Customer Platform
LexisNexis Command Center
Middesk
Plaid
Prove
Integrations
Actus Comply
Belvo
Codat
Equifax BusinessConnect
HubSpot CRM
HubSpot Customer Platform
LexisNexis Command Center
Middesk
Plaid
Prove
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
Mystro
Country
Australia
Website
www.mystro.com.au