Best Customer Onboarding Software of 2024

CustomerSuccessBox, an AI-powered customer satisfaction software for SaaS B2B, is called CustomerSuccessBox. CustomerSuccessBox was founded in response to a need for a solution that could provide 'proactive' customer support. CustomerSuccessBox's vision for artificial intelligence (AI), machine learning (ML) and customer onboarding is to automate customer communication, product usage analysis, and customer onboarding. It hopes to reduce the cost of customer success services and increase the lifetime value of each customer. It also wants to eliminate the need for a full-time CS ops position to calibrate and configure the Customer Success platform. CustomerSuccessBox uses CSI to recommend the next best action for each account, allowing CSMs to be more efficient. CustomerSuccessBox processes millions from over 250,000 end users each week. The patent-pending technology can handle approximately 2,200 events/second.

Every customer has unique needs and goals. Why send the same onboarding plan to all customers? Arrows allows for you to edit, reorder and add/remove tasks from each customer's templates. Each plan can be unique. You can easily assign tasks to anyone on your customer's or your own team. Everyone will know who is responsible for delivering the work. Don't nag your customers about overdue work. Let Arrows handle all reminders and task management so your team can become the strategic partner that your customers need. A simple internal dashboard replaces messy spreadsheets. Customers with outstanding or due today tasks should always be at the top and all active customers below. You can automatically create an onboarding program for each customer. You might also want to update your CRM opportunity once onboarding reaches a certain stage. It's possible! You can keep everyone moving forward with the Monday Morning Heartbeat Email. It includes a status update on the current phase of work.

CommandBar makes it easier for new users to learn your app. This will result in more conversions and less onboarding. Once they become regular users, they will be able to find features and use your app more easily, which will result in fewer support tickets. CommandBar will be a great tool for power users, as it allows them to speed through common workflows. A cmd+k interface combines all of your app's functionality in one searchable interface. You can copy a code snippet and then set up commands using our low-code editor. Then, deploy. The Editor makes it easy to create and ship commands quickly. CommandBar is optimized to work with every major web browser, operating system, or web technology. CommandBar is optimized to speed up interactions. It'll give your users that new-computer-everything-feels-faster feeling.

This is the best way to interact with people outside of your company. Collaborative workspaces are created for customers, prospects, investors, and partners. Transform customer experience from demo to onboarding. Manage the customer lifecycle, and gain engagement analytics. Clients know exactly where to find it when they need it. All of your links, pdfs and deliverables are stored in one place. You can embed your favorite software, from Figma to Google Slides and Vimeo. Navigate complex deals and onboard your customers. You don't need that spreadsheet anymore. Instead, create a mutually collaborative action plan with customers. Share status, align due dates and assign tasks. Leave comments and upload files. Personalization at scale Brand spaces with custom content. Get feedback and move projects forward. Customers can comment on your work and share key resources via file uploads.

Video content can be broken down into bite-sized pieces that are easily digestible by all employees. You can record quick videos with your phone or convert existing content into video content. You can easily string clips and images together, weave or reorganize scenes. Employees don't have to be story-like or intuitive. Microlearning, which is learning by focusing on a few bits of information at a time, is the best way to teach employees who are short on time. Playlists allow you to take a complex idea and break it into smaller bite-sized pieces. This has been shown to have a significant impact on knowledge retention and acquisition. A playlist is simply a collection of bites. You can create a playlist about any topic such as onboarding, compliance, sales enablement, or even onboarding.

With interactive and engaging courses, create a learning environment that is conducive to learning. Increase interaction and engagement by using community and discussion forums. To be future-ready, you must structure your courses and scale your business. Attract prospects, grow your community, keep members engaged, create interesting discussions. Establish strong relationships with your members. Discover the true value of knowledge and discover the unfathomed depths that power. Use API to connect with hundreds of third-party applications through our partners. Your courses can be organized according to your needs. Allow users to create their public URL to list badges or certificates earned. Facilitate focused discussions within the lesson. Allow users to take private notes.

You can be certain that the person you are interacting with is who they claim. Nivo uses a combination security, authentication, and identity verification controls that include biometric AI and encrypted. Leading lawyers have approved Nivo's electronic signature. Our e-signatures are classified as Advanced Electronic Signatures (EU regulations) because of the extensive security controls we have implemented and Onfido’s biometric identity verification AI. This gives us an additional level of confidence that many e-signing companies lack. Financial institutions use email to transfer customer information to partner organizations, often sending large files via email chains. This can lead to data breaches. Nivo's Business to Business messaging allows providers to select the documents that their intermediaries require and to provide access from a single copy.

Create product experiences that are relevant to every stage of the customer journey. It is important to tell your product story clearly, and it should be embedded everywhere. Make sure your presentations are flawless and leave no trace. Make it easy to follow self-paced training guides. Self-guided demos let people experience your product without worrying about getting lost or breaking it. A simple and intuitive experience allows you to communicate clearly and effectively your value. Highlight key points to give people a lasting impression about your product. Regale Studio allows users to easily capture images and animations, keep track of where they clicked, and then quickly assemble them into a demo. To meet your specific needs, you can quickly create demos of desktop, mobile, and web applications. You can easily edit your demos and keep them in sync with the product. You can create a live experience without having to set up and configure custom demo environments.

Eyelet is the fastest and easiest way to create powerful product tours. Software that doesn't require any code and increases product stickiness. You can create beautiful user onboarding guides that increase activation speed. With in-app product announcements, hotspots, and other features, shine the spotlight on your new features. Reduce the complexity of onboarding and make it easy for users to follow. This will increase user satisfaction. On-screen guides make it easy for employees to use any software. Create interactive guides that guide new sign-ups through the steps of getting started. Reduce time-to-value by breaking down complex onboarding processes into simple guides. We make it easy to gather and digest feedback and understand the sentiment of users. You can conduct NPS surveys, or create custom bots to meet your needs. This data will be used to make smart product decisions. Contextual product guides can help you eliminate customer pain points.

Whatfix is a digital adoption platform that helps companies provide modern onboarding, effective training, and better support to users through contextual content. Whatfix empowers software solutions with its incredible simplicity, intuitiveness, and personalization. Many Fortune 500 companies worldwide trust Whatfix to provide a quick return on technology investments and improve end user productivity.

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules. Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process. Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.

Tallyfy is Workflow made easy®. There are many products that automate your workflows, forms and tasks. You can search the internet, but you won't find one that is more satisfying. Tallyfy works seamlessly with your existing apps. Check out what our customers have to say. Tallyfy allows you to capture and automate any process in your company without the need for coding, flowcharts or complexity. Many flowcharts, project management tools, and documentation tools are beautiful but ultimately useless. You should choose a task automation tool that is both beautiful and useful. Start Tallyfying today to eliminate stress at work. Transform tribal knowledge into a system You can create blueprints that you can actually use - without complicated flowcharts, messy code, or messy documents. Automation and training have never been easier.

Mystro is a simple tool for client onboarding and data collection. It's built for speed, flexibility and scale. We provide everything you need to onboard clients and collect their data. Mystro products offer a modern, flexible, and simple client-facing experience that meets today's demands. It saves you time per deal, and helps to represent your business in the best possible way. Mystro makes complicated forms easy and beautiful with Mystro. Easy-to-use and packed with features, Mystro allows you to quickly create multi-page conversational online forms or use pre-configured templates. A robust document collection and eSign system will automate your document collection process with automatic checklists, PDF merges and digital signatures.

True digital adoption empowers users to keep up with technology. WalkMe's Digital Adoption Platform makes it easy to use any software, website or app. Our comprehensive solution analyses and automates processes, providing proactive, step-by–step guidance. Users can complete tasks quickly and easily with our comprehensive solution.

The best solution for business tasks such as KYC, AML, and verification procedure. Our software verifies more than 3,000 government-issued documentation from over 190 countries. This is millions of verified identities every year. Many people work behind the scenes in order to make the lives millions, and perhaps one day, billions of people, safer online. Automate KYC & AML. Use the best customer experience. ZignSec has developed a customer due diligence software that is award-winning. Automate the verification process to provide your users with a great user experience. Big4 has successfully audited the platform to ensure full compliance with eKYC regulations and standards. The best document recognition software on the market. Includes non-Latin language. Save money if you need to verify your customer more than once.

GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

Apty is a Digital Adoption Platform which helps enterprises optimize their business processes. Successful digital adoption requires both the ability to guide people through new software applications and proactive pushing them to complete new processes. Apty is the only company that combines the power and efficiency of on-screen guidance with automated proactive process compliance. Apty is trusted by IT operations managers, Application Owners and VP HR/Sales as well as top CIOs to help them get the most out of their employees' use of web-based apps in their day-today jobs. Nearly 1 million people use Apty every month to learn web-based applications and excel at their jobs in top companies such as Delta Airlines, Boeing and Agile CRM. Remember that the problem isn't the software; it's how you use the software.

Your customers will enjoy a completely digital onboarding experience. You can also ensure peace of mind by automating regulatory compliance. Innovative technology based upon Artificial Intelligence is used to allow customers to quickly begin their customer journey. We are happy to discuss Document processing, Identity verification and Risk Profile Assessment with you. A fully automated solution powered with artificial intelligence will ensure compliance with regulatory requirements throughout the entire lifecycle of your customers. Continuous monitoring ensures that you can easily pass strict controls and contributes to a healthy financial system. Our products, Risk Screening and Customer Due Diligence, make your life easier. A digital document management system that is comprehensive and digitally organized. It can be used to efficiently onboard, remediate, and manage customer files throughout their lifecycle. The tool combines a seamless user experience with compliant, secure, and efficient data management.

We love to challenge the status-quo in everything we do. We are motivated to transform your business because we believe that as you grow, so will we. We have great platforms that can transform your business. Do you want to host a transformation meeting with us? Digital Customer Onboarding in Minutes! 56% of wealth managers believe it takes four weeks to manually onboard a customer. iStart facilitates a seamless, quick and seamless customer onboarding process. Your business needs a consistent customer onboarding experience. Your business should be focused on customer generating activities. We recommend automating customer enabling activities. Digital Customer KYC and Onboarding Platform iStart is a digital customer-onboarding platform that uses smart intelligence and automation tools. Our platform allows Financial Institutions such as Insurance (BFSI), Banking, and Insurance (BFSI), to enroll and manage customers online.

Automate, organize, and manage customer onboarding from handoff through launch. Software specifically designed for customer implementation teams. Customer onboarding doesn't have to be a one-size-fits all approach. Every customer is different, so it's time for you to give up on rigid templates. Onboard's software takes variable customer requirements and creates dynamic launch plans (aka maps). This saves time and energy, and provides a truly personalized onboarding experience. Both your internal and external stakeholders work together to create the same dynamic launch plan. This provides transparency, accountability, and keeps everyone on the same page. Your team will never again ask "Where is this customer during the onboarding process?" The majority of the onboarding process is repetitive. This will allow your team to launch more clients quicker and with less effort. You can provide consistent, reliable service and maximize customer ROI by reducing the time-to-value.

OnScreen is the most trusted Digital Adoption Platform (DAP), for SAP or any other browser-based enterprise application. Just in time OnScreen guidance can help you increase process efficiency and user productivity. Optimize SAP onboarding, Increase Employee Productivity, and Reduce Training Costs by up to 50% In-application walkthroughs for SAP ECC and SAP S4HANA transform business users into superusers. OnScreen is highly rated for its simplicity and usability. Any subject matter expert or trainer can create and manage content in minutes. OnScreen guides Users can access live overlays in any web application such as SAP, Salesforce SuccessFactors and Workday. OnScreen is very easy to set up and requires no server installation. OnScreen is a digital adoption platform for enterprises that offers flexible licensing and guarantees a high ROI.

Your static designs can be transformed into a highly-tuned, scalable service machine. Our simple designer makes it easy for you to take your existing process and break it down into clear stages and steps. Each stage comes with assets and assignments. You can also adjust the design at any time without needing to start again. All of your clients can be onboarded through one dashboard. You have more control over retention and time-to-value with real-time insights. You will be able to identify which parts of the process require your attention and innovate, and communicate with all levels of the organization. You'll be able to better understand the needs of customers and improve your processes by giving your frontline employees a voice. You'll make your employees happier and more engaged, and create a culture that is customer-focused.

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.

Don't let yourself be left behind. Start offering digital onboarding that is flexible, comfortable, secure, and efficient. Nobody wants to be required to remember passwords or carry keys or ID cards. You can operate with the confidence that a company has completed more than 50,000,000 onboardings and counting! Our facial biometrics technology makes it easy to operate in the digital world securely by just being you. Our voice biometric technology is unrivalled for small and large details. With Veridas you can incorporate global document verification into your Digital Onboarding processes. Our fraud prevention technology is superior to any manual process. To ensure a secure and reliable digital transformation, we verify that people are who they claim to be.