Best Digital Customer Onboarding Software in 2024

9.6

★★★★★

OnlineApplication

We are a B2B Saas that allows companies to rapidly take on clients where a mortgage application can be done in 7 minutes with documentation taking a further 20. We have integrated AML/KYC and PSD2 which all goes into our proprietary DAVV-ops (Detection, Authorization, Validation and Verification) engine so that lenders can do an end to end mortgage faster than ever before. Our software can be used by brokers or direct via lenders.

We have been using the software for almost a year now and have had a great experience. - Stephen H.

Ease of use

Support

Ease of Setup

Languages supported: Arabic, English, Hindi, Spanish, Urdu

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9.6

★★★★★

PassFort

PassFort adds the human touch to compliance automation. Digitally execute KYC, KYB, and AML workflows, then bring your people in and out of the process for high-value tasks.

Highly recommend - great platform, great support - Scott F.

Ease of use

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Ease of Setup

Languages supported: English

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9.0

★★★★★

Temenos Infinity

Temenos Infinity drives outstanding experiences across customer journeys, from acquisition, servicing and through retention.

Temenos - Account opening & Membership origination - Stephen A.

Ease of use

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9.0

★★★★★

Backbase CXP

Backbase Customer Experience Platform (CXP) helps you create personal and relevant, omni-channel digital experiences.

Backbase Omnichannel Solution - Tapendra G.

Ease of use

Support

Ease of Setup

Languages supported: Arabic, German, English, French, Croatian, Italian, Dutch, Portuguese, Spanish, Chinese (Simplified)

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7.0

★★★★★

Docupace

Docupace is a digital operations platform, to compliant unified workflow and document management automation solution for the financial services industry.

Docupace - Internal Consultant in Investment Management

Ease of use

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9.4

★★★★★

TurnKey Lender

TurnKey Lender is a cloud based system for evaluating borrowers, decision-making support, and online-lending automation.

Great loans management system customized for different geographies and products, excellent support - Admin o.

Ease of use

9.2

Support

9.5

Ease of Setup

8.8

Languages supported: Danish, English, French, Indonesian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Ukrainian, Vietnamese

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.0

★★★★★

QuickSign

QuickSign SaaS platform is a state-of-the art application resulting from the collaboration between legal, cryptography, sales, and marketing specialists in order to both streamline the multichannel sales process and to replace the printer, the scanner, and mailing!

Not as glitchy as before so decent system - User in Accounting

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10.0

★★★★★

Know Your Customer

Know Your Customer's award-winning technology empowers compliance teams to protect their business against money laundering and terrorism financing through the power of automation.

Trustworthy business partner - the experience that should become a standard - Viktorija N.

Ease of use

Support

Ease of Setup

Languages supported: German, English, French, Japanese, Spanish, Chinese (Simplified), Chinese (Traditional)

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10.0

★★★★★

Bankingly

Bankingly is a platform designed to help financial institutions provide electronic channels to their customers, with the agility and security required, at a reasonable and variable cost.

Great App - User in Retail

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0.0

★★★★★

GIBots KYC Suite

Our AI/ML modelled KYC Suite offering is a most robust & regulatory complaint solution for all your remote KYC needs, includes face recognition based Self & Video KYC, Liveliness Check, Dynamic Questionnaire, Impersonation & fraud detection module. It offers fastest On-boarding of customers without the need for a physical In-Person Verification (IPV). Solution complies with all KYC and AML norms set by the various regulatory authorities across ...

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Ease of use

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