Overview

About Onboard

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.

At a glance

Software information

Industries served, licensing and the support Onboard provides.

Industries

Banking
Financial-services

Licensing

Proprietary
Quote Based

Support

Email
Phone
24x7 Support

Knowledge Base

Help Guide
Video
Blog

Languages (1)

English

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Capabilities

Onboard features

The full feature set, grouped by module.

Onboarding Software

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

KYC Software

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

Plans

Onboard pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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