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Elevate your B2B financial onboarding

Change the way your clients experience the onboarding process

Digital Onboarding eForms Builder​:

Build any form you need for your process with our drag and drop builder. gather customer information, digital signature & much more.

  • Fast and easy solution for any form that you need. We have an array of data fields to choose from all in a drag and drop wizard and complete with electronic signature.
  • Automatically integrated into our portals so you have the power of true digital experience.
  • Compliant with US Esign and European aIDAS regulation.
  • Easily integrate into other systems and tools via API so you get the benefits of for any form in any process you may need.

Document Management & Verification Dashboard:

Upload, verify, control &  Share documents easily with your clients and drive the process forward.

  • Our documents sharing solution is extremely effective for consolidating all documents of a process into one place.
  • In a process there are always many documents that need to be shared. Some may need to be uploaded by your client and some may need to be uploaded by your representative. Our document sharing system allows for both sides to upload and verify documents while tracking and managing the task.
  • Having a full audit trail of this is very important for regulatory and legal purposes so we track it all down to the timestamped second.
  • In order to make sure that all the required steps have been taken in the process – your representatives can review and freeze all documents uploaded by the client without leaving the SlidePiper dashboard.

Client And Representative Task Management:

Manage your clients and your own tasks without losing any important documents (never drop the ball).

  • All of our tasks are tracked and have a different statuses of completion. For example: A task can be uploading or verifying a document, filing a form or viewing and visiting a link.
  • Our system automatically detects changes in a task and sets the new status. The statuses then update the steps and messaging of the system so that there is always something pushing the process forward.
  • For your customer we send SMS and emails to remind them that they have a task to finish.
  • For your Representative we have a to-do list that easily connects them to their next task so nothing falls between the cracks.

Messaging Sequences & Automations:

Connect with your client over SMS & Email automatically.

instead of having to call your customer and remind them that they need to do a task, our advanced messaging system does it for you. SlidePiper sends automatic reminders via SMS and email when there is a task that must be done. within our portals we have a set of helping messages to focus the customer on what they need to do.

We enhance this process with tools to ask questions directly through our portal.

Process Tracking & Analysis Dashboard:

Make data driven decisions based on real costumer usage. 

We see analytics dividing into 2 groups:

The first group is to understand your clients usage and experience and make it better with time. the second group is for auditing and legal purposes. We track it all, everything that is clicked and can be analyzed to make a better portal for your client and understand better the needs of you customer. 

On the other hand everything that is uploaded, filled , reviewed is time stamped and collected so you can rest assured for any audit or question by the customer.

Security & Data Protection:

Top of the line, world class security, data protection, 2-step verification and https links to protect your content, data and documents.

Security goes without saying and is and should be a granted for any enterprise solution. So we have implemented 4 different methods of authentication for your customer so you can have both simplicity and and the desired level of security for your clients. You can trust that your data and your clients data are secure. For security reasons we will not disclose the measures we take here but we are more than happy to answer any of your concerns with your cyber security team.

Comply with new CCPA and GDPR regulations easily

cutdown your onboarding time

Super charge your business processes, increase your put through instantly and grow your new client count.

Improve Your clients Experience

Simple layouts that naturally drive and guide your clients to the their goal, while providing a seamless brand experience.

Elevate Your Team

Decrease human error, reduce onboarding back office work, and focus on providing the best service available to your clients.

Recommend Resources

Client onboarding and KYC BEST PRACTISES

Find out how you can improve your clients experience and save a lot of money for your organisation 

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