Alternatives to Intapp Intake

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

SkyPrep is a powerful and intuitive online training software that helps you train your employees, customers, and partners. Our customizable platform allows you to deliver, manage, and track your training with ease. Serving over 500 companies across various industries worldwide, SkyPrep has been recognized for its ease of use and outstanding customer support. By using SkyPrep, you will be able to onboard employees, train customers on your products, and keep up with compliance requirements effortlessly.

As the world’s only analytics-first software-as-a-service, intelliHR has advanced big data collection and analytics capabilities at its core. The platform allows organizations to maintain a real-time handle on performance, create a culture aligned with business strategy and contribute to strategic decision-making with data-driven insights. Featuring real-time analytics, best practice people management tools and workplace & compliance automation, the platform and data is accessible securely anywhere, anytime, on any device. It’s intelligent and intuitive.

Product Fruits is a code-free product adoption platform for web-based apps. It allows you to onboard users to your product, show them how to derive value and guide them to the aha-moment. Our all-in-one tool gives you all the features you need to improve user onboarding to your app or web: Interactive product tours, guides & walkthroughs Hints, beacons & tooltips User onboarding checklist In product announcements User feedback collection One-click bug reporting In app help center (Life Ring Button) Knowledge base Our customers achieve higher conversions, lower churn and less support tickets. Product Fruits editor was built with a non-technical user in mind and you don’t need any coding skills to create beautiful onboarding experiences. We’ re serving SaaS companies all over the world helping them to increase conversions, reduce churn and lower support tickets. You can get up and running in 5 minutes or under, free trial is available.

HyperVerge Inc is a B2B SaaS company providing AI-based identity verification solutions to enterprises in Financial Services, Telecom, Gaming, E-commerce, Logistics, EdTech, and Crypto. Identity Verification Platform helps in onboarding customers seamlessly, fraud checks, face authentication, age verification, document verification, eKYC and other services. Clients onboard over 30 million customers every month using this product. With just an ID and a Selfie, verify the identity of your customer in seconds. Prevent fraud and ensure compliance with AML/KYC. With an accuracy of 99.5% (the highest among competitors) and 600+ million KYCs across 200+ countries since 2019, HyperVerge’s technology is built for scale. They work with SBI, LIC, Jio, Vodafone, Bajaj Finserv, L&T, Swiggy, WazirX, Coinswitch, Razorpay, ICICI Securities, SBI Cards, Grab, CIMB, FE Credit, Home Credit, and 100+ clients across 5+ geographies for their onboarding journeys.

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.

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.

Ondato offers identity verification, business onboarding, customer data platform, due diligence, and authentication solutions tailored to fit in your everyday workflow. Our tools fit the entire customer lifecycle management, starting from onboarding and ending with continuous user monitoring. It's a one-stop solution whether you're worried about compliance or are looking for a more user-friendly data management platform.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

The customer acquisition "speed dial" Your complete onboarding system for accelerated hyperscale -- with fully configurable KYC, KYB, customized scoring, biometrics, and integrations. [GO] Connect integrates core legacy technology, Geniusto, and 3rd-party technology seamlessly, like a nervous system that sends signals throughout your entire payment ecosystem. With advanced data processing, identity verification and data analysis, you can easily ensure that your business is in compliance with any territory. This will minimize abandonment and maximize revenue. Advanced intelligent customer screening automates the prevention of crime and money laundering. With lightning-fast, neutral assessments based upon custom parameters, you can improve credit quality and acceptance rates as well as make better onboarding choices.

CorpIntake is an automated web-based application for new business intake. It allows you to reduce risks and increase revenue through automating manual processes. Expedite file opening for existing and new clients. CorpIntake automates the data collection, conflict-checking, and approval process, and can be deployed on-premises or in Azure cloud. CorpIntake is an application for client and matter intake with the following features. 1. Data collection with dynamic forms 2. Integration with existing systems 3. Conflict search and approval workflow 4. Auditing.

Verify 365 provides advanced client onboarding for law firms, estate agencies, accountants, and IFAs. Verify 365 allows you to be confident that your clients have been thoroughly vetted. This will save you time and reduce the risk of fraud. Verify 365 provides biometric verification to ensure that your clients are indeed who they claim to be. Verify 365 performs thorough ID checks including government-issued IDs and address verification. Our AML checks ensure your clients aren't on any financial crime watchlists. We also check the source of funds to make sure that your clients' money is legitimate. Verify 365 includes epayment and esignature capabilities to make the onboarding process quick and easy. Verify 365 supports more than 10,000 government-issued identification cards from over 200 different countries. Verify 365's global reach allows you verify clients from around the globe.

Enhance your compliance procedures and boost efficiency with a leading platform that features real-time data synchronization and personalized questionnaires. This advanced system incorporates AI-driven facial recognition and identity verification technologies, alongside biometric and NFC-based authentication, ensuring worldwide accessibility. It includes proof of address verification and holds iBeta certification for added assurance. Effortlessly onboard clients digitally, doing away with the necessity for certified copies. Design questionnaires that reflect your firm’s unique branding and choose from a variety of templates available in our library. Data updates are seamlessly synced with client profiles and corresponding risk assessments, which can be fully customized to match the specific risk appetite of each firm. Additionally, receive daily jurisdictional risk updates sourced from over ten different channels. Regardless of whether you operate as a small firm or a globally distributed compliance team, Binderr empowers you to concentrate on what is most important: your clients and your growth trajectory. The flexibility of the platform ensures that it adapts to your operational needs, making compliance simpler and more effective.

Provide your clients with a completely digital onboarding process that guarantees peace of mind through a fully automated solution for regulatory compliance. Leverage cutting-edge technology driven by Artificial Intelligence to enable your customers to swiftly embark on their journey with you. We are eager to share insights on essential features like Document Processing, Identity Verification, Risk Profile Assessment, and KYC Workflow. Maintain your regulatory compliance throughout the entire lifecycle of your customers with an AI-powered automated solution. By ensuring continuous monitoring, you can easily meet stringent controls and support a robust financial ecosystem. Moreover, our offerings, including Risk Screening and Customer Due Diligence, streamline your operations and enhance efficiency. Experience a comprehensive digital document management system that is tailored for effective onboarding, remediation, and the management of customer file lifecycles. This tool strikes a harmonious balance between efficient, compliant, secure data management and an intuitive user experience, making it an invaluable asset for your organization. Ultimately, embracing this technology not only simplifies processes but also strengthens your compliance posture in an ever-evolving regulatory landscape.

Enhance your revenue streams through a comprehensive and advanced onboarding journey. Create exceptional customer interactions while managing risks effectively using top-tier tools. Your entire sales funnel is integrated within a single platform, encompassing lead qualification, KYB processes, e-signatures, segmentation, and scheduling meetings. Utilize components such as tailored rules and no-code workflows to streamline and automate all aspects of identity verification and onboarding. Conduct continuous website evaluations, sanction checks, and social media assessments to ensure ongoing compliance. Facilitate a seamless experience for low-risk users, allowing them to navigate effortlessly. Adapt the application process in real-time based on risk assessments from both internal and external sources. Identify specific areas where potential leads drop off, down to the precise moment or data entry field, utilizing detailed analytics and screen recordings. Optimize your conversion rates and elevate productivity significantly, achieving a tenfold increase. Transition from monotonous manual operations to seamless automation, revolutionizing your workflow in the process. This approach not only simplifies the onboarding journey but also fosters stronger customer relationships and trust.

Mystro is an efficient tool designed for data gathering and client onboarding, prioritizing speed, adaptability, scalability, and development. It consolidates all the necessary components for client onboarding and information collection. Offering a modern, user-friendly experience, Mystro's products cater to the expectations of today's clients, ultimately saving you significant time on each deal while enhancing your business's representation. By simplifying intricate forms, Mystro ensures they are both aesthetically pleasing and functional. The intuitive and comprehensive form builder allows for the rapid creation of engaging multi-page online forms or users can opt for ready-made templates. Furthermore, its extensive document collection and eSigning capabilities fully automate the documentation process through features like auto-generated checklists, PDF integration, digital signatures, and timely reminders, ensuring a seamless workflow. With Mystro, your client onboarding experience is not only streamlined but also tailored to elevate client satisfaction.

Uniify streamlines the collection of customer information while ensuring compliance with KYC, KYB, and credit evaluation standards, all while enhancing efficiency and customer satisfaction. Our solutions empower businesses to make informed decisions by accelerating the onboarding process, making it more cost-effective and straightforward. With a tailored digital onboarding experience, we guarantee an improved, secure, and seamless journey for customers, leading to increased retention and revenue growth. Many of our clients report saving over 80% on development expenses through our innovative solution. We focus on minimizing costs associated with development, operations, and maintenance, ensuring that quality remains intact. Recognizing the uniqueness of each client, we offer a no-code form builder that allows you to craft personalized forms. Our sophisticated form builder enables integration with various data sources, allowing you to design custom onboarding forms and merge them into engaging dynamic flows, ensuring your onboarding process meets your specific business needs. This flexibility not only enhances user engagement but also empowers businesses to adapt to changing requirements effortlessly.

Canyou is a platform based in Australia that specializes in automating small business processes to enhance workflow communication and efficiency. It allows organizations to gather and manage a variety of documents, forms, licenses, and certificates in a centralized location while integrating seamlessly with existing software applications. Notable features of the platform include the ability to handle both government and custom forms, facilitate document collection, provide e-signature capabilities, conduct identity verification, track licenses and certifications, and ensure data synchronization. Canyou is compatible with popular systems like Xero, MYOB, and Deputy, which enables businesses to maintain their established payroll and time-tracking systems without interruption. By automating the gathering and syncing of vital business data, the platform transforms traditional paper-based processes into digital formats and helps keep compliance documents up to date, thereby reducing the risks associated with regulatory compliance. Additionally, it provides intelligent templates for a variety of essential tasks, including employee onboarding, client onboarding, identity verification for clients, supplier integration, team training, and much more, thereby further simplifying operational workflows. This comprehensive approach not only enhances productivity but also promotes a more organized work environment for teams.

Hubflo stands out as the rapidly expanding AI-Driven Client Portal designed specifically for professionals and creatives. In just 60 seconds, you can craft a visually appealing and branded client portal that enhances client onboarding and enables you to provide services like an expert. With over ten integrated tools at your disposal—such as file sharing, contracts, approvals, client messaging, task management, and billing—you can seamlessly connect with more than 500 external applications. Currently, over 20,000 businesses, clients, and contractors rely on Hubflo for their everyday operations. Don't allow cumbersome processes to hinder your ability to offer an exceptional client experience; instead, wow your clients with an automated and customized onboarding process, ensuring smooth collaboration and service delivery. Elevate client satisfaction and boost retention rates while minimizing the need for emails, calls, and meetings. Hubflo is particularly beneficial for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and a wide array of other professional or creative service providers. Embrace Hubflo to transform how you engage with your clients and manage your services effectively.

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.

Eyelet offers a rapid and user-friendly solution for crafting impactful product tours, surveys, and in-app announcements without the need for coding skills. This no-code platform enhances user engagement with your product by facilitating the creation of attractive onboarding guides that expedite user activation. It allows you to highlight new features through in-app announcements and interactive hotspots, making the onboarding experience feel seamless. By breaking down intricate onboarding processes into manageable steps, you can significantly boost user satisfaction and retention. Employees can also benefit from on-screen guides that help them navigate and utilize any software effectively. Furthermore, Eyelet aids in converting trial users into paying customers by providing interactive guides that lead new users through essential initial steps. By simplifying the onboarding journey, you can decrease the time taken for users to realize the value of your product. Additionally, Eyelet streamlines the feedback collection process, allowing you to gauge user sentiment through NPS surveys or tailored bots designed to suit your specific requirements, enabling data-driven decisions for product enhancement. Lastly, it helps eliminate customer frustrations by offering contextual product guides that provide timely assistance.

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

Enhance the capabilities of Salesforce to ensure that essential projects flow seamlessly and are completed within deadlines. Work-Relay streamlines workflow management and automation, facilitating better communication among team members while enabling real-time progress tracking. Eliminate the hassle of managing numerous applications by consolidating teams, tools, and data into a single, cohesive hub. With the ability to integrate various tools, you can maintain synchronization across your operations. Combine order processing, inventory management, and client relations systems for a holistic view. Thanks to integrated communication features, teams remain connected and informed throughout each stage of the project. By managing work from one centralized location, you gain the visibility necessary for making informed decisions and effectively prioritizing tasks. Automate forms, assignments, and workflows to empower your team to work with greater efficiency and predictability. As tasks transition between teams or phases, smooth handovers help maintain continuity and minimize downtime. You can monitor the entire range of tasks, from incoming orders to installation timelines, all displayed on a unified dashboard, which promotes better coordination and visibility. This centralized approach not only enhances productivity but also fosters collaboration across all departments involved.

Streamline, automate, and oversee customer onboarding from the initial handoff right through to the launch phase. Finally, there's software designed specifically for teams focused on customer implementation. Recognizing that customer onboarding should not be a uniform process, this tool acknowledges the individuality of each customer, allowing you to move on from rigid templates. Onboard’s software tailors dynamic launch plans, known as Maps, based on varying customer needs, which conserves valuable time and energy while delivering a personalized onboarding journey. Both internal team members and external customer stakeholders collaborate using these adaptable launch plans, ensuring comprehensive visibility, accountability, and alignment among all parties involved. Say goodbye to the frustration of asking, "What stage is this customer in during onboarding?" Since much of the onboarding task is repetitive, empower your team to accelerate client launches with greater efficiency and reduced strain. By offering consistent and dependable service, you can enhance customer ROI and significantly cut down on the time it takes to realize value. Additionally, this approach fosters stronger relationships by making each customer feel valued and understood throughout the onboarding experience.

Client onboarding encompasses much more than just KYC and AML procedures. Muinmos offers a client onboarding platform that uniquely automates the entire onboarding process, utilizing AI-driven client categorization alongside comprehensive risk assessments and KYC/AML verifications. This platform stands out by providing unmatched onboarding speeds and an effortless customer journey, enabling you to onboard a greater number of clients while significantly reducing costs. The mCHECK™ feature is linked to numerous data resources, ensuring extensive global coverage and accommodating all varieties of KYC/AML checks. Additionally, mRX™ guarantees that you remain aligned with your established risk parameters, adapting seamlessly to changes in client profiles, regulatory requirements, or your internal policies. Muinmos’ exclusive regulatory onboarding engine is an innovative tool that automatically classifies clients, products, and services through algorithmic rule-based Artificial Intelligence. With Muinmos, there’s no need to compromise on compliance; you can efficiently onboard any type of client in mere minutes, securing full regulatory adherence throughout the process. This level of efficiency and precision is essential in today’s fast-paced financial environment.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

Aligned serves as an impactful platform for customer collaboration, aiming to enhance both sales and customer success workflows. By bringing together essential resources for buyers into a single hub, Aligned reduces the confusion that can arise from lengthy email exchanges, sharing files, and managing various applications. This approach transforms the purchasing process, enabling sales teams to create compelling business cases, monitor shared success strategies, and expedite the closing of deals. With features like real-time collaboration, task delegation, and open communication, Aligned promotes stronger connections between sales teams and their clients, resulting in a seamless and effective transition from prospecting to onboarding. Ultimately, the platform not only improves efficiency but also strengthens relationships between businesses and their customers.

The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.

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.

Develop client-oriented onboarding playbooks to enhance the onboarding journey for your new clients by making them accessible and clear. Many organizations typically maintain internal onboarding guides that limit client visibility, which can lead to a lack of accountability. With Bonder, you have the capability to design tailored onboarding playbook(s) and distribute customized versions to each client, providing them with clarity on essential steps, responsible parties, and timelines. It’s important to remember that a sale is only finalized when the client fully grasps the core value of your product and recognizes how it can positively impact their life or business. Streamline your onboarding workflow by incorporating automation for tasks and reminders, which can facilitate quicker adoption and boost long-term client retention. Transitioning between sales and client success teams often leads to conflicts, so it’s crucial for your organization to ensure a seamless hand-off. Additionally, it’s vital to recognize that the buyer persona within the client’s company may differ from the actual user persona. Bonder allows you to identify responsible parties and set up automatic reminders, ensuring everyone stays aligned throughout the onboarding process. This comprehensive approach not only enhances client satisfaction but also strengthens the overall relationship between your company and its clients.

Stay ahead of the curve by implementing agile, user-friendly, and safe digital onboarding solutions. The days of remembering numerous passwords or carrying physical keys and ID cards are numbered. Join the ranks of a company that has successfully completed over 50 million onboardings, and experience the peace of mind that comes with it! Our cutting-edge facial biometrics technology enables you to navigate the digital landscape with utmost security, simply by being yourself. Additionally, our advanced voice biometric technology excels in capturing intricate details that are hard to surpass. With Veridas, you can seamlessly integrate global document verification into your onboarding processes, enhancing security. Our fraud prevention measures outshine any manual verification method you can conceive, ensuring that we accurately confirm identities and facilitate a trustworthy digital transformation. Embrace a future where security and reliability are at the forefront of your onboarding experience.

You won't send your customers endless emails with attachments or spreadsheets. Instead, you will focus on creating value. Create widgets to include call recordings and documents, KPIs, contracts or task lists. Create hubs automatically that include tasks, written materials, videos, surveys, and more. Your CSMs spend the most time onboarding new users. They are often asked the same questions repeatedly. Create an automated onboarding experience that feels personal. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Customers are often reactive to the efforts of their CSMs, which results in a long onboarding process, and constant follow-ups to complete the necessary steps and master product.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Enhance client conversion rates, elevate user satisfaction, minimize fraud, and comply with regulatory requirements. Our solutions for Background Checks, Document OCR, and Face Matching streamline your processes, making them not only more secure but also up to ten times quicker. Clients provide a photograph of their driver's license (CNH) or identification card (RG), and we handle the rest. Utilizing OCR (Optical Character Recognition), we extract information from the document image and verify its accuracy against public databases. This entire process is automated, ensuring that your onboarding experience is not only faster but also more secure and seamless. By leveraging our advanced technology, you can focus on your core business while we manage the verification tasks efficiently.

Creating concise visual content through video simplifies the process of sharing your training narrative with all team members. You can easily capture quick clips using your smartphone or transform existing materials into video formats. By seamlessly combining footage and images, you can craft a narrative that feels natural and intuitive, reducing the necessity for extensive onboarding processes. Microlearning, which emphasizes focusing on one or two key pieces of information, proves to be an efficient teaching method, especially for employees with limited time. Playlists are an excellent tool for deconstructing complex concepts into manageable segments. Research indicates that this approach significantly enhances both knowledge acquisition and retention among learners. Essentially, a playlist consists of a collection of these bite-sized segments, allowing you to create thematic playlists for various purposes, such as onboarding, compliance training, or enhancing sales skills. Additionally, this method not only fosters engagement but also encourages a continuous learning environment within the organization.

Transform your traditional designs into a sophisticated and adaptable service engine. Our intuitive design tool allows you to convert your existing workflow into well-defined visual steps and phases, incorporating tasks, resources, and the ability to modify elements without starting from scratch. Manage all client onboarding seamlessly through a centralized dashboard. With real-time analytics, you gain enhanced oversight on time-to-value and customer retention. You'll pinpoint specific areas in your workflow that require your focus and creativity, facilitating effective communication throughout the organization. By empowering your frontline staff to share their insights, you'll gain a deeper understanding of customer challenges, enabling you to refine and innovate your processes. This approach not only increases employee engagement and satisfaction but also nurtures a culture that prioritizes customer-centric problem-solving. Additionally, by leveraging data-driven decision-making, your organization can continuously adapt to market changes and customer needs.

We understand that the challenges of onboarding new online customers can be frustrating and filled with complications, creating significant headaches for businesses. That's why we developed Instnt, a comprehensive online customer onboarding solution designed to enhance revenue growth while minimizing costs through an efficient and user-friendly process. With our service, you can enjoy maximum flexibility and a dedicated partnership, allowing you to eliminate concerns about fraud entirely. Instnt’s managed acceptance platform empowers businesses to streamline the customer experience, making it easier to verify, accept, and onboard new customers swiftly while avoiding issues related to fraud and compliance. This innovative approach not only helps your business cut operational expenses but also increases revenue by utilizing fully-integrated and automated AI technology, specifically designed to facilitate the seamless onboarding of trustworthy customers without incurring fraud losses. By choosing Instnt, you are investing in a future where customer onboarding is efficient and secure.

Accelerate your launch and enhance user adoption through an exceptional customer experience. OnRamp integrates top-tier customer onboarding seamlessly into your operations. That uplifting support really makes a difference. With OnRamp, you retain complete authority over your brand's identity and tailored processes, ensuring a smooth customer journey. The most impressive aspect? You won’t need to disturb your engineers for any modifications. Maintain strong momentum and sustain enthusiasm by eliminating tedious tasks. OnRamp transforms change management into an engaging process and can assist in recalibrating if challenges arise. Acting as an extension of your team, OnRamp allows you to focus on the essential work that drives customer success. Moreover, every element is crafted to continuously refine and replicate the most effective strategies with each iteration. This ensures that your organization remains agile and responsive to evolving customer needs.

CommandBar simplifies the learning curve for your app, leading to higher conversion rates for new users and minimizing the need for extensive onboarding. As users become familiar with your app, they will find it easier to navigate and utilize its features, which in turn will reduce the volume of support inquiries. Enthusiastic users will appreciate CommandBar for its ability to streamline frequent tasks and enhance their efficiency. The cmd+k interface consolidates all functionalities of your app into a single, searchable platform. You can easily copy a code snippet, create commands using our intuitive low-code Editor, and deploy them seamlessly. The Editor allows for rapid prototyping and deployment, enabling you to introduce new commands without relying on an engineering team. CommandBar is designed to perform exceptionally well across all major desktop browsers, operating systems, and web technologies. With performance at its core, every interaction feels remarkably instantaneous, giving users the sensation of a faster, more responsive experience akin to using a new computer. This seamless integration not only enhances user satisfaction but also fosters a deeper engagement with your app's features.

LearnRight is an intelligent learning management system designed to evolve alongside your needs. This comprehensive training platform not only tracks knowledge retention and assesses outcomes but also identifies and addresses knowledge deficits, enabling learners to apply their newly acquired skills in their daily routines. With the ability to seamlessly integrate into any website, LearnRight ensures that users feel as though they are navigating your site the entire time they are engaged with the training material. We recognize that transitioning to a new LMS can be overwhelming, which is why our committed team is here to facilitate a smooth and hassle-free experience. Our meticulous migration strategy guarantees that your current content, courses, and user information are transferred effortlessly. LearnRight was developed to address the training requirements of employees, partners, and customers for organizations that prioritize tailored experiences and excellence over mere transactions. Furthermore, partnering with us means you will benefit from ongoing assistance from an onboarding specialist, ensuring you get the most out of our system. Our goal is to create a supportive environment that fosters growth and development at every level of your organization.

Managing signups, identity verification, and login processes can be quite challenging in today's interconnected world. Checkin provides your customers with an unparalleled experience, no matter where they are located or what device they are using. Accelerate your growth by streamlining the signup process and effectively identifying your global customer base. Additionally, allow your existing customers the convenience of easy logins. Unfortunately, many brands overlook the significance of check-ins during the onboarding phase, which can result in stagnated growth and missed revenue opportunities. Those brands that prioritize delivering an exceptional check-in experience for each user will secure a competitive edge over those that continue to depend on outdated methods. As consumer attention spans decline year after year, numerous potential customers may lose interest before completing the signup process. To combat this, the check-in experience must be tailored to accommodate various end-users, each with unique preferences, devices, and languages. Our software meticulously optimizes and localizes your processes at a granular level by leveraging cutting-edge machine learning technology, ensuring that every user feels valued and catered to. This attention to detail not only enhances user satisfaction but also fosters long-term customer loyalty.

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.

Efficiently review, resolve, and report conflicts of interest from a unified platform. With Intapp Conflicts, risk analysts at your firm can investigate and evaluate potential conflicts by utilizing a comprehensive pool of client data sourced from your firm's databases and external providers. The integration of AI significantly accelerates the conflict clearance procedure by identifying results that may contain issues, thereby allowing analysts to concentrate their review efforts and save valuable time. Minimize the duration required for conflict analysis and resolution, ensuring that decisions are consistently in line with the firm's risk parameters. Centralize the essential information and processes that safeguard your firm against potential risks. Conduct swift searches for potential conflicts while traveling or away from the office. Leverage AI to assist analysts in quickly identifying and addressing conflicts by highlighting critical issues. Monitor unique elements such as audit clients and relevant independence regulations, while also enhancing reporting capabilities with dynamic and interactive conflict reports. This innovative approach not only boosts efficiency but also reinforces the firm's commitment to maintaining robust compliance standards.

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.

With our cutting-edge, adaptable application and committed support team, we stand as the leading solution for meeting operational and compliance needs. Global RADAR excels in client onboarding, customer due diligence, and transaction monitoring. We simplify the process of account openings in a secure digital space, all while adhering to international regulatory standards and utilizing advanced analytics to validate client profiles effectively. The foundation of Global RADAR rests on four robust pillars: compliance, customer due diligence, document management, and watch list screening, along with transaction surveillance. Our approach not only enhances security but also fosters trust and efficiency in financial transactions.

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

Valuecase is an innovative platform that optimizes customer onboarding and sales workflows by creating collaborative work environments that boost teamwork, automate processes, and monitor engagement levels. It features dynamic onboarding schedules complete with due date notifications and designated assignees, significantly minimizing the necessity for manual follow-ups. The system provides 100% automated personalization, showcasing pertinent content and modifying plans autonomously through various parameters. Users benefit from centralized dashboards that offer insights into task management, onboarding status, and customer interaction metrics. Valuecase seamlessly integrates with customer relationship management systems like Salesforce and HubSpot, allowing for effortless data updates and synchronization. Additionally, the platform accommodates multiple content types, such as PDFs, videos, forms, and scheduling applications, enabling users to share resources effectively within a single interface. Fully compliant with GDPR regulations, it guarantees secure monitoring of customer activities. Users can also take advantage of pre-designed best-practice templates and access personalized training and support to maximize their experience. Ultimately, Valuecase aims to enhance operational efficiency and improve customer satisfaction through streamlined processes.