Onboard

Onboard the most complex clients

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Digital Onboarding starts with customer applications. Lets make an offer! Give your sales team the ability to generate offers for any number of products. Your customers complete Intelligent, dynamic, process driven forms on line, uploading all the documentation required, and system automations monitor time and progress so you don't have to. Empower your sales team, your partner channel, and reduce attrition rates of prospects all at the same time.
MVSI Limited
2006
Australia
  • Banking
  • Financial-services
2 Industries
  • English
1 Language

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • Web-based

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Knowledge Base

  • Help Guide
  • Video
  • Blog

Onboard Core Features

Onboarding

  • Document Management
  • E-Signature
  • Job Description Management
  • Training Management
  • WOTC & Background Checks

KYC

  • Alerts and Notifications
  • Compliance Checks
  • Customer Due Diligence (CDD)
  • Data Security and Compliance
  • Identity Verification
  • User Management and Permissions
  • Workflow Automation

Onboard Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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