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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

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.

Description

ezOnboard is a powerful tool designed to integrate your HR system with Active Directory, enabling complete automation of IT onboarding, access provisioning, updates throughout the employee lifecycle, and offboarding processes. By eliminating the need for manual ticketing systems, it uses tailored business rules and ready-to-use formulas to ensure that any approved changes from HR are reflected in Active Directory in real time, which significantly shortens the onboarding service-level agreements from several days to mere moments. This software guarantees that employees, contractors, and vendors receive the appropriate access from their first day and automatically manages AD updates, while also recovering inactive SaaS licenses during the offboarding phase. Additionally, ezOnboard provides comprehensive visibility and control over all changes made in Active Directory, complete with custom alerts and audit trails that help enhance cybersecurity and regulatory compliance. Organizations enjoy the flexibility of full customization and can choose deployment on-premises or in the cloud, ensuring they maintain control over AD credentials while reaping the advantages of streamlined workflows. By alleviating IT teams from tedious and repetitive tasks, ezOnboard empowers them to dedicate their efforts to more strategic initiatives, ultimately driving greater value for the organization as a whole.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory No 

Integrations

Active Directory Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

SlidePiper

Founded

2015

Country

Israel

Website

www.slidepiper.com

Vendor Details

Company Name

CloudView Partners

Founded

2015

Country

United States

Website

cloudviewpartners.com/ezonboard/

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 

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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