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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

Micromerce is a versatile cloud software platform designed to enhance and automate the comprehensive processes involved in onboarding clients or partners, data migration, enablement, and ongoing support. By offering an all-in-one onboarding portal, back-office management system, and an automation layer, it allows organizations to efficiently handle, monitor, and streamline every step of the onboarding journey, from the sales hand-off to the activation phase, while providing clients with a transparent, step-by-step progression and minimizing the need for manual coordination. Additionally, for data migration tasks, it features a cohesive toolkit that accommodates various source formats, automates transformation and mapping, includes validation dashboards, and ensures complete visibility into the quality and status of the migration process. In terms of support and enablement, Micromerce incorporates AI-driven workflows, mechanisms to reduce ticket creation, integrated contextual assistance, and insightful analytics, all aimed at lessening the support burden and expediting customer activation. Ultimately, this platform empowers organizations to enhance their operational efficiency and improve client experiences significantly.

Description

OnBoard by MVSI is a comprehensive software platform that automates the onboarding and compliance processes, effectively managing the entire customer journey from the creation of initial offers to the digital application, verification, approval, and continuous due diligence, all while incorporating essential regulatory safeguards. This platform empowers organizations to create customized onboarding experiences using intuitive drag-and-drop smart forms, dynamic contract generation, and tailored workflows, while incorporating real-time risk assessments, scoring, and compliance validations such as KYC, KYB, AML, and OCDD to maintain regulatory compliance and minimize manual tasks, inaccuracies, and customer attrition. Additionally, it enhances visibility across various departments, including sales, compliance, and risk management, by integrating ongoing monitoring and notifications for any compliance updates, facilitating data ingestion from external sources, and enabling automated decision-making processes that aim to boost conversion rates and speed up revenue generation. Its innovative features ultimately help businesses achieve a streamlined onboarding experience that balances efficiency with rigorous regulatory adherence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWS Lambda Yes 
Adobe Marketo Engage Yes 
CircleCI Yes 
DATEV Yes 
Docusign Yes 
Dynatrace Yes 
Facebook Ads Yes 
Freshsales Yes 
Google Ads Yes 
LinkedIn Ads Yes 
Microsoft Excel Yes 
Oracle Fusion Cloud HCM Yes 
PandaDoc Yes 
Productboard Yes 
SendGrid Yes 
ServiceNow Yes 
Slack Yes 
Snapchat Ads Yes 
Snowflake Yes 
Zendesk Sell Yes 

Integrations

AWS Lambda No 
Adobe Marketo Engage No 
CircleCI No 
DATEV No 
Docusign No 
Dynatrace No 
Facebook Ads No 
Freshsales No 
Google Ads No 
LinkedIn Ads No 
Microsoft Excel No 
Oracle Fusion Cloud HCM No 
PandaDoc No 
Productboard No 
SendGrid No 
ServiceNow No 
Slack No 
Snapchat Ads No 
Snowflake No 
Zendesk Sell No 

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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Micromerce

Country

Germany

Website

www.micromerce.com

Vendor Details

Company Name

OnBoard by MVSI

Country

Australia

Website

www.mvsi-onboard.com

Product Features

AML

Behavioral Analytics No 
Case Management No 
Compliance Reporting No 
Identity Verification No 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring No 
Watch List No 

KYC

Alternatives

Alternatives

Onboard Reviews

Onboard

Onboard.io