Alternatives to Mystro

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

Veriam brings access and subscription management together in a single, secure platform designed to simplify operations, reduce admin time, and improve security. From onboarding to offboarding, Veriam makes it easy to manage access permissions and subscription plans for customers, partners, and employees—all in one place. With Veriam, access permissions and subscription updates happen in real-time. When subscriptions are renewed, upgraded, or changed, access is automatically updated too—so customers always have the right access, without delays. This real-time synchronization means fewer support tickets and a better customer experience. Users only need one login to access products, subscriptions, and data from any organization using Veriam. No more juggling multiple logins or passwords—just a smooth, familiar experience every time they log in. Veriam offers self-service. Customers can update their own subscriptions, manage access, and change profile details without support. This reduces the load on support teams and gives users more control. Built with security and compliance in mind, Veriam follows industry standards, giving you confidence that customer data is handled securely. Try us out today!

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.

We are your first online training platform for growing businesses. We also turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve from beginning to end. With 20+ course templates and 30+ lesson screens to bring your content to life, we'll help deliver your training, give you a gold dust data analytics tool to track engagement, and so much more! All you need is one idea, and we'll help you grow it into a fully-fledged training experience.

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

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.

Canyou is a small business automation platform that streamlines and communicates workflows. It allows businesses to store and coordinate documents, licenses and certificates for teams in one place, while synchronizing them with existing applications. The key features include government forms and custom forms, document collections, eSignature, identity verification and monitoring of licenses and certifications. Canyou integrates into systems such as Xero MYOB and Deputy. This allows businesses to continue using existing payroll and time management systems. The platform automates data collection and synchronization, digitizes paper-based processes, and monitors documents for compliance, minimizing the risks associated with business compliance. It offers smart templates to help with common processes, such as employee onboarding and client and customer onboarding. It also includes client identity verification and supplier onboarding.

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.

Create client-facing playbooks for onboarding, share them with new clients and enhance their onboarding experience. Onboarding playbooks are usually internal and clients have little visibility. This reduces accountability. You can create your own onboarding playbook and share it with clients in different versions. They know the steps to take, the owners, and the deadlines. Your client must understand the core value of your product and how it can improve her business or life before a sale is complete. Automate the onboarding process by adding tasks and reminders. This will ensure a faster adoption rate and increase long-term retention. Hand-offs can be conflicting. Your company must ensure a smooth transition from the Sales team to the Client Success team. Similarly, the buyer persona of your client's company is not necessarily the user persona. Bonder allows you to set up automatic reminders and determine who owns the item.

Uniify simplifies the process of collecting customer data, meeting KYC and KYB requirements, and credit assessment while saving time, reducing cost, and elevating customer experience. Digital solutions that make onboarding faster, cheaper and easier help us to help our customers make better business decisions. Our customized digital onboarding flow will ensure a better customer experience, which is more secure, and that increases revenue. Our solution saves our customers an average of 80% on development costs. We reduce the costs of development, maintenance, and operation without sacrificing the quality. No two customers are the same. Create your own custom forms using our no-code form creator. You can create dynamic onboarding flows using our advanced form builder.

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.

Intapp Intake allows you to quickly capture risk-related data about your new or recurring business. Modern business processes such as dynamic risk-based questions, workflows and scoring models, which integrate with other systems and trusted data sources, allow you to conduct thorough due diligence quickly and accurately. Accurately and quickly collect information and assess risks. Align your firm's strategy with your onboarding decisions. Centralize critical information and processes to protect your firm. Dynamic workflows, forms and approval routing will help you design better processes. Automated creation and collection engagement letters can be used to enforce firm policies. Streamline the collection and analysis of external data for internal risk assessment processes such as AML or lateral hires. Align your firm's onboarding decisions to its risk appetite by using defined risk scoring metrics.

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.

Valuecase is an online platform that streamlines customer onboarding and sales by providing shared workspaces to enhance collaboration, automate processes, and track engagement. It offers interactive onboarding with due date reminders, assignees and a list of tasks. This reduces the need for manual follow up. The platform is 100% customizable, displaying relevant information and automatically adjusting plans through variables. Dashboards track tasks, progress onboarding, and customer engagement. Valuecase integrates seamlessly with CRMs such as HubSpot and Salesforce, ensuring seamless synchronization of data. It also supports a variety of content embeds including PDFs and videos, forms and scheduling tools. The platform is GDPR compliant and ensures secure tracking of customer activity. Users can start by using best-practice templates, and receive one-onone guidance and training.

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.

We are the best solution for compliance and operational requirements because of our innovative and customizable application. Global RADAR is the market leader in client onboarding and customer due diligence. Global RADAR makes it easy to open accounts in a safe digital environment. We also ensure compliance with global regulatory requirements. We also leverage sophisticated analytics to ensure clients' suitability. Global RADAR is built upon four solid pillars: customer due diligence, compliance, document management, watchlist screening, transaction surveillance, and document management.

Increase conversions, improve user experience and comply with regulatory requirements. Our Face Match, Document OCR, Background Check and Document OCR solutions make your processes safer and more efficient by up to ten percent. We will take a photo of your client's driver's license (CNH), or identity card (RG), and then do the rest. We extract data from an image of a document by OCR (Optical Character Recognition), and verify that the data is correct on public sources. All of this is done automatically, making onboarding faster, safer, easier, and more efficient. We take a picture of your client's driver's license (CNH), or identity card (RG) and do the rest. We extract data from an image of a document by OCR (Optical Character Recognition), and verify that the data is correct on public sources. All of this is automated, making onboarding faster, safer, easier, and more efficient.

Work-Relay centralizes workflow management and automation to improve communication among team members, and tracks progress in real-time. Work-Relay centralizes the workflow management, automates it and improves communication between team members. It also tracks progress in real time. Say goodbye to the hassle of juggling several apps. Bring data, tools and teams together in a central hub. Integrate tools to keep everything in sync. Merge inventory, client management, and order management systems. Teams can stay informed and connected with integrated communication tools. Work management from a central location gives you the visibility to make better decisions and prioritize work. Automate forms and tasks to increase the speed and predictability of your team's work. As tasks move from one team to another or phase to phase, seamless transitions will ensure continuity and reduce downtime. From incoming orders to schedules for installation, everything is centralized in a dashboard.

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.

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.

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.

Client onboarding goes beyond KYC/AML. Muinmos' client-onboarding platform is the only one that fully automates the entire onboarding process, from AI-powered client categorisation to fully automatic risk assessments and KYC/AML checking. It's a platform unlike any other. It offers unmatched onboarding time and smooth customer experience, which allows you to onboard more clients at fraction of the cost. mCHECK™, which is connected to multiple data sources allows for global coverage and all types KYC/AML checks. mRX™ ensures that you remain within your own risk parameters even when clients' profiles, regulations, or your policies change. Muinmos' proprietary regulatory software is one-of-a kind. It automatically classes clients, products, and services using algorithmic rule-based Artificial intelligence. Muinmos is a complete solution. Any client type can be onboarded in minutes, while remaining fully compliant.

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.

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.

Hubflo, the AI-powered client portal for professional & creative service providers, is growing at a rapid pace. Create a beautiful and branded client platform in 60 seconds with AI. This will streamline client onboarding, and help you deliver your services like an expert. Customize it with 10+ tools (File Sharing, Contracts, Approvals, Client Messaging, Tasks, Billing..) and Integrate 500+ external tools. More than 20k business, clients, and contractors use Hubflo every day. Don't let process overwhelm you and prevent you from delivering an excellent client experience. Impress your clients by offering a customized, automated onboarding process. This will ensure a smooth delivery of services and collaboration. Hubflo helps you to increase client satisfaction and retention by reducing client emails, phone calls and meetings.

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.

You can create interactive, easy-to-follow product tours that make it easier for your users to get started and use new features faster than ever. No programming or large budgets are required. Our interactive, easy-to-follow product tours will engage users right away. Users can 'learn' as the go, making onboarding easy. HelpHero makes it easy to create walkthroughs with no coding. Highlight features and product enhancements. HelpHero will help you make sure your users are aware of what's new, and how to use it. This results in less frustration, confusion, and increased user adoption and retention. Contextual product tours give users the information they need before they even ask. HelpHero will guide your users to success so that you can reduce customer support costs and time. HelpHero is an easy-to-use onboarding tool that's also cost-effective.

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.

Our cloud platform is used by operators around the globe to provide a premium, feature-rich and cross-platform cloud backup and sync service. Cloud is more than just data storage and sync. Our platform allows them to launch and bundle new premium services and experiences. This includes: Reduced time in retail for updating devices, data protection, easier online on-boarding, setup of new devices, and new revenue opportunities. We are the leading white label cloud provider and offer Operators a feature-rich app and cloud services platform to store, sync, and manage subscriber content. This improves the content management experience and creates new revenue-generating service offerings. Our mobile content transfer app allows subscribers to wirelessly transfer personal information from one device to another across multiple platforms.

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.

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.

Streamline and improve your compliance process. The market's leading platform, with live data synchronization and custom questionnaires. AI-powered facial identification technology and identity verification. Global coverage for biometrics and NFC authentication. Proof of address checks, iBeta certification and proof of address checks. You can easily onboard clients digitally, without the need for certified copy. Create your customizable questionnaires using your firm's branding. Select questionnaires from our template library. Data is synchronized with the client profile, risk assessment and live data. Risk assessments that are fully customizable and tailored to the unique risk tolerance of each firm. Get daily updates from more than ten sources on jurisdictional risks. Binderr lets you focus on what really matters, whether you're a small company or a globally distributed compliance team.

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.

We understand that the friction and fraud that occurs when businesses have to onboard new customers online is confusing and frustrating. Instnt is a managed online customer-onboarding service that helps businesses grow their revenue and lower their costs. It offers a reliable and easy-to-use process, full flexibility, and a committed partnership so you don't have any worries about fraud.

VENMATE is the all-in one platform that drives customer satisfaction, retention and growth. Gain a 360° view, anticipate customer needs and make every customer a champion. Gain deep insights on customer behavior and preferences in order to increase satisfaction and loyalty. Streamline customer success operations to improve efficiency and deliver exceptional experiences. Reduce customer churn while increasing upsell opportunities. VENMATE’s streamlined implementation and onboarding module will accelerate your time to value. Our platform will ensure you never lose track, using playbooks to provide an efficient and structured onboarding experience. Centralize customer data from different tools and help your Customer Success team document each interaction seamlessly with VENMATE. Guide your customers on their journey and collect valuable feedback to continually improve their experience.

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.

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.

No coding required. Create user experiences using your own UI components. A template can help you jumpstart your UI design. Make it yours. Our editor syncs to your style guide. Check out what Candu for Chrome has created. Different versions can be offered to different users. Our analytics engine will help you see what works and what doesn’t. Other solutions can build components on top your product. Candu embeds components into your product to make them seamlessly integrate. Any team can create delightful user experiences. You can use a template or start from scratch. We've got you covered! Drag and drop to create any user experience. This will help you increase customer onboarding, feature adoption and other important tasks. Candu's WYSIWIG editor makes it easy to create your UX design in just minutes. Drag and drop your UI components to create stunning in-product experiences. To jumpstart your design, you can choose from our gallery of templates.

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.

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.

AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The most recent version of AcademyOcean works anywhere in the world. The product works the way you expect it to work. Simple and clear. You can launch your Academy without developers and designers. Your Academy is accessible from any device. Book a demo with an AcademyOcean expert to know how we can help your company!

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.

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.

CogniSaaS is an enterprise SaaS platform that focuses on customer service and enables faster time to value. It reduces the use of silos of software; improves collaboration between customers and internal stakeholders; tracks hundreds of projects and prioritizes them for value delivery through data visualization, visibility and accountability. Differentiators 1) Visibility - Get effortless visibility at different levels - tasks, use cases or modules, projects and clients - Know which clients, projects, and use cases are going off track and progressing via alerts and progress 2) Accountability - Get single screen snapshot of revenue at risk, who is responsible for what & accountability - View them how you like, with various view options like Kanban, Gantt chart, list view 3) Customer-Centric Prioritization - CogniSaaS helps you with Customer-Centric Prioritization of implementation tasks & product roadmap - Automate onboarding with templatization for projects and use-cases for tracking customer business outcomes - It also gives leadership teams visibility of revenue impacts 4) Collaboration with Customers - Collaborate with customers via magic link to give them updates about their projects without login