Alternatives to Uniify

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.

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.

Verify offers 100% protection against SMS pumping fraud. Verify is an API that allows for multichannel verification of users. Fraud Guard provides protection against SMS pumping fraud. Terms and conditions apply. One turnkey API that provides a multi-channel solution for user verification. Add seamless two-factor verification to your onboarding flow and login flow using a single API. This API does the work of an OTP delivery solution. Fraud Guard has already prevented over 398,000,000* fraud attempts, saving customers over $46 million. Fraud Guard is the first to market innovation that offers 100% protection from SMS pumping fraud. Integrate a ready-to-use solution that takes care of all your connectivity needs, channels, code creation, fraud monitoring and more, using native software. Reduce fraud across all your channels with phone number validation that uses a single API endpoint to validate users, detect fraud and reduce friction.

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.

TruNarrative is a part of LexisNexis Risk Solutions TruNarrative was founded with a single mission: to make safe commerce simple. The TruNarrative Platform facilitates multi jurisdiction customer onboarding, financial crime detection, risk & regulatory compliance. Providing unified decisioning across; Identity Verification, Fraud, eKYC, AML & Account Monitoring via a single API. Our platform brings these checks into a single easy-to-configure environment and then uses modern techniques including machine learning and process automation drive efficiency. Combining your own data with 40+ third party providers into the TruNarrative no-code interface, means you can adapt rules and decisioning on the fly without IT resources, keeping total cost of ownership low, and make adoption and integration easy.

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.

FROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Create a single platform to handle all your customer verification requirements. Create flows tailored to your company in minutes by assembling blocks from our Integration catalog. Mix and match forms, document checks and ID verifications with AML screenings to create infinite scenarios. Avoid complex internal development, adapt to new regulation or launch in new markets with ease. Use our widget to embed in your product using just a few lines code or the hosted version for a faster launch. Customize the UI to match your brand. Reduce drop-offs with automated email communications and reminders. Onboarding the right customers can protect your business from financial, regulatory, and reputational risk. Create custom rules using our no-code editor. These rules can be used to automatically approve users, assign labels of risk or perform additional checks.

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.

Signzy is a company that focuses on creating lasting first impressions, and seamless new beginnings. Our APIs and platform with no-code allows us to offer digital onboarding solutions, identity verification and monitoring across 180+ countries. Signzy is a simple way to build trust. Our APIs can be added to any workflow using simple widgets. They help with KYC, KYB and AML checks, fraud checks, account verification and age verification. We have strong partnerships with Mastercard, Microsoft, and all the major banks in India. What is the best part? Our customers have experienced some wonderful results: -4x Applicant growth Fraud reduced by 99% Cost Reduction - 80% -60% Less customer drop-offs Signzy has helped businesses such as Stripe, HDFC PayPal, and AmazonPay become more secure and compliant with global standards.

SmileID is the new standard in face biometrics. Face biometrics solutions that verify identity remotely. SmileID conforms to strict KYC/AML regulations. SmileID's unique UX works on all channels, including mobile, tablet, desktop, and digital platforms at branch offices. Enjoy an omnichannel experience. Our API toolkit allows you to improve your omnichannel customer experience across all your operations, regardless of industry. Our Facial Biometric authentication, Advanced and Qualified Electronic Signatures, and Video IDentification services are changing the way customers and companies interact. Current eKYC solutions powered by Artificial Intelligence, Machine Learning, allow businesses of any sector, including banking, insurance, financial, and investment services, digitally transform their operations, reduce digital customer onboarding cost, and offer a unique user experience.

Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.

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.

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.

Turn your product into a growth engine. Your users expect frictionless, product-driven experiences. Appcues will help you grow your business faster. Appcues is a better user experience that leads to more profitable and faster growth. We created the Product-Led Growth Platform. Appcues makes it simple to deliver exceptional user experiences at large scale and unify your company around the product's greatest lever for growth. Appcues assists companies in delivering positive customer experiences and scalable business growth. Personalized onboarding experiences will impress users. Make a great impression. Engage, educate, and guide users to value quickly to onboard and activate them. Using prompts and walkthroughs that are timely and contextual will increase feature adoption and engagement.

Infosys Meridian is a Live Enterprise Workplace Platform that helps companies reimagine work-from-anywhere experiences. The platform is part Infosys Cobalt. It allows enterprises to transform into a remote-first, productive anywhere workplace that increases productivity, deepens stakeholder engagement and streamlines work processes. It is designed to simplify and improve processes by adding context to every interaction and capabilities such as asset discovery and digital prototyping. Intelligent operations for digital workers. They guide them in making better decisions, provide guidance on productivity patterns, and empower them with playgrounds to learn, test, and succeed. Simulates live experiences in a virtual environment that allows for seamless interaction between employees, clients, value chain partners, and clients.

LearnRight, the smart LMS, grows with you. LearnRight is an all-in one training solution that tracks and measures learning retention. It also helps to uncover knowledge gaps and empowers learners to use their new skills every day. LearnRight can be integrated with any website. This allows you to create an entirely seamless user experience between your website and your training courses. Your learners won't even know they left your website. We know that switching providers is a daunting task, but our team will make the process stress-free and seamless. We follow a structured migration plan to ensure a smooth transition of existing content, courses and user data. LearnRight is a learning management solution that provides employee, partner and customer training to organizations that prioritize quality and personalization over a quick sales. You will receive ongoing support from an onboarding expert when you work with us.

GIEOM's Digital Customer onboarding platform reduces the time it takes to onboard new customers and reduces the cost of onboarding by 90%. It was developed from the ground up and supports both Cloud and On-Premise deployment. PWA (progressive Web Application) enabled. You don't need to download any app. Fully trained AI/ML engine that can recognize and interpret multi-country ID documents with high accuracy. Fully compliant to country-specific regulatory guidelines for customer identification. Plug & Play solution that can seamlessly integrate into bank's processes across multiple channels. Banks publish QR code/ URL for customer self on- boarding. Customers can scan the QR code from this page with their mobile/ tablet, or click on the URL. Customer is guided step by step to capture KYC details and Liveness details. Liveness testing includes built-in anti-spoofing checks, gesture randomization, and liveness testing. Facial Match on ID against the selfie and liveness test.

You can acquire more customers without having to wait for traditional compliance systems. With Youverify vForms, you can combine 300+ data sources into one workflow and make automated decisions with precision. It can be difficult to verify individuals remotely. Our 5000+ data points, 2000+ field agents and other tools help companies secure and safely manage fraud and financial risk. One easy service that allows you to collect customer information and verify their identities. It provides a user-friendly, optimised and responsive experience that ensures customers are onboarded quickly, safely and securely. It can also be customized to fit your existing onboarding process. Youverify's operating system (OS), allows you to automate due diligence in one platform, in the most efficient and convenient way.

Raytio, an all-in-one online identity verification system, is designed to simplify AML compliance obligations. It makes it easy to onboard new customers and audit existing customers quickly, accurately, and securely. Raytio's digital identity verification solution automates and accelerates repetitive tasks that Accountants and Lawyers have to complete as part of Customer Due Diligence, Know Your Customer (KYC), and AML checks. Raytio makes client onboarding simpler by quickly verifying the identity of your client against a large list of authorities (full listing here), keeping their information up-to-date so that audit time is easy and providing a smooth, user friendly client-side experience. Automated checks against fraudsters, blacklists and PEP, as well as sanctions lists, reduce human error. A good customer experience leads to a higher conversion rate.

FullCircl is the first-of-its-kind single orchestration platform that brings regulation fully in step with customer acquisition, to create better business from the start. Our global solutions drive customer acquisition, retention and revenue growth while seamlessly addressing risk and compliance challenges associated with customer onboarding, identity, fraud, financial crime and on-going monitoring. Reduce the cost to acquire and serve, clear the way for positive customer relationships, and accelerate profitable growth. With reach into 160 countries, FullCircl is uniquely positioned at the epicentre of a rapidly growing, multi-billion dollar market. Today it serves 450+ customers, 15,000+ web application users, processes over 300 million checks per month and facilitates the onboarding of 200,000+ customers annually. FullCircl is an nCino company (NASDAQ:NCNO), bringing together people, AI and data to power a new era in regulated business.

Rich customer profiles make KYC compliance a competitive advantage. Omni-channel data monitoring and ingestion offers a more thorough AML process. Performance is continuously improved by closed-loop system architecture. Notifications and alerts are sent automatically to keep stakeholders informed. The KYC and AML compliance processes can be time-consuming, labor-intensive and error-prone when they are done manually. Exela's diligence systems and compliance systems are part of our Banking & Financial Services Suite, which helps to reduce processing time, errors, as well as operating costs. You will enjoy a faster digital customer onboarding process, simplified document management, advanced identity verification and enhanced customer profiles. Improved customer profiles can be created by integrating communication channels to collect better customer data from every touchpoint.

Our customers include digitally-focused financial institutions as well as fintech companies. These include major global banks, neobanks and platform banks, as well rapidly scaling fintech businesses. FrankieOne gives companies access to over 350 data sources. This allows them to make better decisions and have more information. FrankieOne allows companies to quickly and safely add customers, reducing fraud and financial risk. All the screens you need for improving customer experience and increasing conversions are in one web component. You can fully customize the look and feel to match your existing onboarding process. FrankieOne, a cloud-native platform that automates data collection and decision making for customer monitoring and onboarding, is an end-to-end platform. It orchestrates all third-party tools, including biometrics, KYC and KYB, AML, fraud, and more. It is a SaaS offering with no infrastructure and fully hosted and managed. It is always up-to date.

The new standard for KYC. You will experience the best fraud detection and compliance at industry-leading conversion levels. Fourthline verifies millions more identities for banks and fintechs. Best-in-class fraud detection. The Fourthline Formula, which provides the most comprehensive set of KYC analyses in this industry, helps to catch 60% more fraudsters. Choose the level of verification that best suits your business. Industry-leading conversion rates Onboard customers with the highest level of verification in less than 2 minutes Other KYC providers offer 5-10x faster handling times and significantly fewer checks at comparable conversion levels. Unparalleled security and compliance. The only KYC provider licensed both by the DNB and FCA. All of our products are locally compliant and built in-house. All data is stored and processed in the EU. Lowest Cost of Compliance Our highly skilled EU-based analysts can help you reduce your in-house costs.

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.

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.

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.

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.

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.

In a globalized world, managing signups, identities and logins can be a difficult task. Checkin allows your customers to have the best experience regardless of where they are located. Optimized signups will help you grow faster. You can identify your customers around the world. Allow existing customers to log in easily. Brands often overlook check-ins as a part of their onboarding process, which can lead to slower growth and lower revenue. Brands that provide the best check-in experience to every user have a significant advantage over those that rely upon outdated solutions. An increasing number of online consumers are losing their attention is a sign of how distracted they are becoming. Many potential customers lose interest before becoming customers. Check-in needs to be optimized for different end users with different preferences and different devices. Our software optimizes and localizes flows at an extremely fine level using advanced machine-learning.

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.

A great customer experience will help you go live faster and increase adoption. OnRamp enables you to embed world-class customer onboarding in your DNA. It sure is nice to have the breeze at your back. OnRamp gives your brand complete control and unique processes to create a seamless customer experience. The best part? The best part? You don't have to ask your engineers for any changes. You can keep momentum high and excitement high by eliminating the drudge. OnRamp makes change management fun and can help you correct any missteps. OnRamp is an extension of your team and allows you to focus on the important work of helping customers succeed. It was designed to replicate the best practices every time.

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.