Best Client Onboarding Software

Verifai is an innovative client onboarding software that simplifies the process of verifying identities and collecting necessary documentation for new clients. The platform uses AI and machine learning algorithms to automate identity verification, making the onboarding process faster, more secure, and more compliant. Verifai supports a range of verification methods, including facial recognition, d... Read more about Verifai

Business Verification - KYB is a client onboarding software focused on Know Your Business (KYB) compliance, helping organizations verify the legitimacy and background of business clients. This software automates the collection of necessary documents, conducts checks against government databases, and performs risk assessments, ensuring compliance with anti-money laundering (AML) and counter-terrori... Read more about Business Verification - KYB

Product Fruits is an interactive tool designed to enhance user experience on websites and applications. It specializes in creating engaging, easy-to-follow in-app guides and tooltips. These guides help users navigate and understand various features effectively. The platform allows for the creation of onboarding tours, which are crucial for new user engagement. Additionally, Product Fruits offers f... Read more about Product Fruits

WillowSpace is a powerful client onboarding software designed to simplify and automate the process of onboarding new clients. The platform offers a seamless experience for both businesses and clients, providing tools for document collection, contract signing, and task management. WillowSpace helps businesses create personalized onboarding workflows, ensuring that each client is introduced to servi... Read more about WillowSpace

ScreenSpace is a dynamic sales enablement software that helps organizations improve their sales processes and increase revenue by providing sales teams with the tools they need to succeed. The platform centralizes all sales content, training materials, and performance analytics, making it easy for sales reps to find and use the right resources at the right time. ScreenSpace enables seamless collab... Read more about ScreenSpace

TocToc is an innovative digital signature software that simplifies the process of signing and managing documents electronically. It offers legally binding e-signatures that comply with international standards, ensuring the security and authenticity of each signature. TocToc is designed for businesses looking to reduce paper use, streamline workflows, and increase efficiency by allowing users to si... Read more about TocToc

journy.io is a powerful customer data platform (CDP) designed to help businesses collect, unify, and analyze customer data from multiple touchpoints. By integrating with a wide variety of data sources, including websites, mobile apps, CRM systems, and marketing tools, journy.io provides a comprehensive, single view of each customer. The platform’s AI-powered analytics engine enables businesses t... Read more about journy.io

valid8Me is a compliance software solution that streamlines the identity verification and onboarding process for regulated industries. Designed to simplify compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements, valid8Me provides secure digital identity verification using encrypted technology. The platform allows users to submit, verify, and manage identity documents... Read more about valid8Me

1Centre is a comprehensive customer relationship management (CRM) software designed to help organizations manage client interactions and improve customer engagement. The platform offers tools for contact management, lead tracking, and sales pipeline management, enabling businesses to streamline their customer management efforts. 1Centre provides features such as automated follow-ups, customizable ... Read more about 1Centre

Digemy is an innovative gamification software that helps organizations increase employee engagement, motivation, and performance through interactive, game-like experiences. By integrating game mechanics into everyday tasks, Digemy makes work more enjoyable while driving productivity and achievement. The platform offers customizable challenges, badges, leaderboards, and rewards to incentivize emplo... Read more about Digemy

Motion.io is a customer success software designed to help businesses enhance customer relationships and improve retention. The platform offers a suite of tools for customer onboarding, engagement, and support, ensuring that customers derive maximum value from your products or services. Motion.io’s automated workflows guide customers through key milestones and ensure they are continuously support... Read more about Motion.io

Followup CRM is a user-friendly software designed to streamline customer relationship management for the construction industry. It empowers teams to organize and track interactions with clients, ensuring efficient follow-ups and improved communication. With its intuitive interface, users can easily manage leads, set reminders, and schedule appointments. The software's automation features simplify ... Read more about Followup CRM

ClientPoint is a robust digital signature solution designed to facilitate secure and legally binding document signing processes. This cloud-based software allows businesses to streamline workflows by enabling clients, partners, or employees to sign documents electronically from any location. With a user-friendly interface, ClientPoint ensures that both parties can sign, send, and manage documents ... Read more about ClientPoint

MarbleFlows is a learning management system (LMS) designed to support businesses and educational institutions in delivering effective training programs. The platform includes tools for course creation, learner tracking, and assessment, making it easy for organizations to manage and monitor training initiatives. MarbleFlows also supports various content formats, including video, quizzes, and intera... Read more about MarbleFlows

MinervaAI is an artificial intelligence-powered Anti-Money Laundering (AML) software that helps financial institutions detect and prevent illicit financial activities. Using machine learning algorithms, MinervaAI analyzes vast amounts of transaction data to identify suspicious activities and patterns that could indicate money laundering, fraud, or other financial crimes. The software provides real... Read more about MinervaAI

Complytek is a robust Anti-Money Laundering (AML) software designed to help businesses stay compliant with financial regulations and prevent illegal activities such as money laundering and terrorist financing. This comprehensive platform offers a wide range of features, including automated transaction monitoring, customer due diligence (CDD), risk assessments, and suspicious activity reporting (SA... Read more about Complytek

Client Dispute Manager is a client onboarding software specifically designed for businesses that need to manage customer disputes, claims, or compliance-related processes efficiently. The platform provides tools for capturing client information, tracking dispute status, and documenting communication, ensuring all interactions are logged and easily accessible. Client Dispute Manager includes custom... Read more about Client Dispute Manager

Digitap is a comprehensive Know Your Customer (KYC) software that helps businesses and financial institutions verify the identity of their clients to comply with legal and regulatory requirements. The platform is designed to streamline the customer onboarding process while ensuring that companies adhere to strict anti-money laundering (AML) and KYC regulations. Digitap offers various verification ... Read more about Digitap

ReloTalent is an innovative Relocation Software designed to streamline global mobility programs for HR departments and relocation service providers. It offers a comprehensive platform for managing every aspect of employee relocation, from initiation to repatriation. ReloTalent provides powerful tools for assignment management, cost projections, document storage, and compliance tracking. The softwa... Read more about ReloTalent

Precursive OBX is an all-in-one project management software designed to help businesses plan, execute, and track projects with ease. The platform offers a range of tools for managing project timelines, resources, and budgets, enabling teams to collaborate efficiently and meet deadlines. With Precursive OBX, businesses can create detailed project plans, assign tasks to team members, and monitor pro... Read more about Precursive OBX

CogniSaaS is a client onboarding software designed to streamline and simplify the onboarding process for B2B companies, ensuring a smooth transition for new clients. The platform offers tools for task assignment, progress tracking, and automated workflows, allowing onboarding teams to manage each client journey efficiently. With its customizable onboarding templates and milestone tracking, CogniSa... Read more about CogniSaaS

HelpHero is a digital adoption platform designed to guide users through the features and functionality of software applications with ease. Aimed at enhancing the onboarding experience, HelpHero offers in-app walkthroughs, tooltips, and tutorials to help users understand complex features quickly. This platform is ideal for businesses looking to improve user adoption rates for their digital products... Read more about HelpHero

Atfinity is a powerful client onboarding software designed to streamline the process of acquiring and onboarding new clients. Whether you're a financial advisor, law firm, or service provider, Atfinity helps businesses create a seamless and engaging onboarding experience for their clients. The platform offers customizable forms, workflows, and document management tools that allow organizations to ... Read more about Atfinity

Bites is an innovative Learning Management System (LMS) designed to enhance the learning and development experience for both organizations and their employees. With its intuitive user interface and powerful features, Bites helps businesses manage and deliver training programs, track employee progress, and assess learning outcomes in a centralized platform. Bites supports a variety of learning meth... Read more about Bites

Mako Fintech is a client onboarding software solution specifically designed for the financial services industry. This platform simplifies and accelerates the process of onboarding new clients by automating key tasks such as KYC (Know Your Customer) compliance, document management, and account setup. Mako Fintech helps financial institutions, such as banks, wealth management firms, and insurance co... Read more about Mako Fintech