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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.
Description
Onthen streamlines your onboarding experience by consolidating it onto a single branded task page that eliminates the hassle of lengthy email exchanges and follow-ups. Say goodbye to cumbersome communications and welcome intuitive checklists that ensure every step of the onboarding process stays organized and on schedule, so your participants can effortlessly finish their tasks while you receive all necessary information without any hassle.
This platform offers straightforward to-do lists that clearly outline responsibilities and deadlines for everyone involved. Additionally, it facilitates collaboration by providing a unified page for you and your participants to work together seamlessly. Moreover, it ensures that all data remains in sync with your CRM, enhancing overall efficiency and productivity.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19/user/month
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
OnBoard by MVSI
Country
Australia
Website
www.mvsi-onboard.com
Vendor Details
Company Name
Onthen Limited
Founded
2018
Country
United Kingdom
Website
onthen.com
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List