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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.
Description
We thrive on pushing boundaries in all our endeavors. Our motivation stems from the desire to revolutionize your business, as your success directly contributes to ours. We create exceptional platforms designed to facilitate this transformation. Interested in scheduling a meeting to discuss potential changes? Experience rapid Digital Customer Onboarding in just minutes! A staggering 56% of wealth managers report that the manual customer onboarding process typically takes around four weeks. iStart offers a quick, efficient, and hassle-free onboarding experience. Ensuring a consistent customer onboarding process is essential for your organization! We advocate that your focus should be on activities that generate customers while automating those that assist them. Introducing our Digital Customer KYC and Onboarding Platform! iStart is an advanced digital onboarding solution equipped with intelligent automation features. Our platform empowers banks, insurance companies, and various financial institutions to efficiently enroll and manage their customers online, ultimately enhancing their operational efficiency. This seamless integration not only saves time but also improves customer satisfaction significantly.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19/user/month
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
Onthen Limited
Founded
2018
Country
United Kingdom
Website
onthen.com
Vendor Details
Company Name
iSolve Technologies Europe
Founded
2004
Country
Netherlands
Website
isolveglobal.com