Formalize Description
Drive more revenue through a sophisticated end-to-end experience. Best-in-class tools help you create brilliant customer experiences while reducing risk. You can manage your entire funnel from lead qualification, KYB, e-signatures and segmentation to meeting scheduling. Use building blocks such as custom rules and workflows without code to automate your identity and onboarding process. Ongoing website reviews, sanction screening and social media checks. Allow low-risk users to have the best experience. Dynamically adapt application experience in real time based on risk score from first- and third-party source. With screen recordings and comprehensive analytics, you can pinpoint friction points that cause leads to abandon the application, even down to the second. Increase productivity by 10x and maximize conversion. Say goodbye to manual tasks and hello automated automation.
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Company Details
Company:
Formalize
Year Founded:
2022
Headquarters:
United States
Website:
www.getformalize.com
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Product Details
Platforms
SaaS
Type of Training
Documentation
Customer Support
Online
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