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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.

Document Management & Verification Dashboard:

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

Instantly deploy mobile based client onboarding process.

Client And Representative Task Management:

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

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.

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START NOW FOR FREE

All features are available for your digital onboarding platform. Use the power of digital onboarding to drive your business forward.

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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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