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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You won't send your customers endless emails with attachments or spreadsheets. Instead, you will focus on creating value. Create widgets to include call recordings and documents, KPIs, contracts or task lists. Create hubs automatically that include tasks, written materials, videos, surveys, and more. Your CSMs spend the most time onboarding new users. They are often asked the same questions repeatedly. Create an automated onboarding experience that feels personal. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Customers are often reactive to the efforts of their CSMs, which results in a long onboarding process, and constant follow-ups to complete the necessary steps and master product.

Description

Enhance your revenue streams through a comprehensive and advanced onboarding journey. Create exceptional customer interactions while managing risks effectively using top-tier tools. Your entire sales funnel is integrated within a single platform, encompassing lead qualification, KYB processes, e-signatures, segmentation, and scheduling meetings. Utilize components such as tailored rules and no-code workflows to streamline and automate all aspects of identity verification and onboarding. Conduct continuous website evaluations, sanction checks, and social media assessments to ensure ongoing compliance. Facilitate a seamless experience for low-risk users, allowing them to navigate effortlessly. Adapt the application process in real-time based on risk assessments from both internal and external sources. Identify specific areas where potential leads drop off, down to the precise moment or data entry field, utilizing detailed analytics and screen recordings. Optimize your conversion rates and elevate productivity significantly, achieving a tenfold increase. Transition from monotonous manual operations to seamless automation, revolutionizing your workflow in the process. This approach not only simplifies the onboarding journey but also fosters stronger customer relationships and trust.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Actus Comply No 
Belvo No 
Codat No 
Equifax BusinessConnect No 
HubSpot CRM No 
HubSpot Customer Platform No 
LexisNexis Command Center No 
Middesk No 
Plaid No 
Prove No 
Salesforce No 
Sumsub No 
Veriff No 
WhatsApp No 

Integrations

Actus Comply Yes 
Belvo Yes 
Codat Yes 
Equifax BusinessConnect Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LexisNexis Command Center Yes 
Middesk Yes 
Plaid Yes 
Prove Yes 
Salesforce Yes 
Sumsub Yes 
Veriff Yes 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

EverAfter

Country

Israel

Website

www.everafter.ai/

Vendor Details

Company Name

Formalize

Founded

2022

Country

United States

Website

www.getformalize.com

Product Features

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Alternatives

Alternatives

RiskScreen Reviews

RiskScreen

KYC Global Technologies