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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Convert manual tasks into completely automated workflows to conserve both time and resources on a daily basis. This transformation applies to onboarding procedures for a wide range of scenarios, including employee training, customer integration, and familiarization with new tools or internal systems. Everything is executed flawlessly via platforms like Slack, Teams, and Email, significantly reducing the risk of human error by guaranteeing that tasks are completed accurately and punctually. By consolidating internal processes onto a single platform, you can save countless hours each day. This not only enhances communication efficiency within your organization but also improves interactions with clients. With seamless integration capabilities for your favorite applications, you can effectively manage an agile and distributed team while staying connected to all your workspace tools. Additionally, the automated workflows promote a culture of accountability and precision across all team operations.

Description

The optimal solution for B2B financial onboarding enhances client interactions, streamlines the process, and simplifies operations. By utilizing digital portals, the onboarding duration is significantly shortened, leading to an improved overall experience that allows you to prioritize essential tasks. Our digital document management system is quick, user-friendly, and does not require any coding skills. This approach minimizes human errors, alleviates back-office workload, and enables you to concentrate on delivering superior service to your clients. Amplify your business processes, boost throughput instantly, and expand your client base effectively. With intuitive layouts designed to guide clients seamlessly towards their objectives, we ensure a cohesive brand experience. Eliminate the inefficiencies of multiple touchpoints that waste your clients' time, and instead, craft a streamlined customer journey that clarifies and simplifies the often intricate financial onboarding process for all involved. In doing so, you will enhance client satisfaction and strengthen long-term relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access PeopleHR Yes 
Airtable Yes 
Asana Yes 
BambooHR Yes 
Calendly Yes 
GitHub Yes 
Gmail Yes 
Google Calendar Yes 
Google Sheets Yes 
Google Workspace Yes 
Jira Yes 
Microsoft Teams Yes 
Slack Yes 
Workable Yes 
Zapier Yes 
Zoom Yes 

Integrations

Access PeopleHR No 
Airtable No 
Asana No 
BambooHR No 
Calendly No 
GitHub No 
Gmail No 
Google Calendar No 
Google Sheets No 
Google Workspace No 
Jira No 
Microsoft Teams No 
Slack No 
Workable No 
Zapier No 
Zoom No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ahoy

Founded

2017

Country

Sweden

Website

www.ahoyteam.com

Vendor Details

Company Name

SlidePiper

Founded

2015

Country

Israel

Website

www.slidepiper.com

Product Features

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook Yes 
Employee Portal No 
File Management Yes 
Job Description Management No 
Orientation Management Yes 
Self Service Portal Yes 
Task Management Yes 
Tax Forms No 
Training Management Yes 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Product Features

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

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