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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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

KYC

Product Features

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