ComplyCube vs. Smartsheet

Based on our experience with the platform, ComplyCube's verification engine is highly effective in verifying our customers' identities and risk profiles, making it well-suited for large-scale customer onboarding projects. ComplyCube also covers a high number of jurisdictions and industries. Still, it's important to consider your organization's specific needs and requirements to determine whether it's the right fit for you.

Smartsheet shines for collaboration. When you have multiple people involved with planning events Smartsheet makes it easy to share and collaborate. For instance, multiple people can be in Smartsheet working at the same time. Also setting permissions for exactly those who need to know is quite easy with Smartsheet. For data analytics and general spreadsheet purposes Excel is better but for project management and event planning Smartsheet is superior

Incentivized

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Our previous vendor's solution lacked many of the enterprise features we required. ComplyCube was able to address all of these deficiencies. Not only did it provide us with the enterprise-level features we required, but it also proved to be more compliant with AML/KYC regulations.
• The platform was easy to use for both our end customers and back-office teams, which was a significant advantage in terms of user adoption and productivity.

• Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
• Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
• For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Though I have no major complaints, I do have a minor suggestion for improvement. It would be beneficial to have a native BI connector for Tableau to facilitate MI extraction. Currently, we use ComplyCube's API in Tableau Dashboards, which is already an improvement over our previous system. However, a native connector would further enhance the speed and efficiency of our data exploration.

• Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
• Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

My team and I are pleased with ComplyCube - it helped us with the following:

• Automate customer and corporate onboarding
• Reduce operational risk and manual tasks
• Streamline our processes across multiple geographies
• Provides insights and helpful information on our corporate customers

While doing all the above, they've demonstrated excellent service, which is why we renewed with ComplyCube and will keep doing in the future, should they maintain the same service quality

It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

ComplyCube has been very user-friendly and easy to navigate overall. The interface is intuitive and the platform is designed with the end-user in mind, which makes it easy to use even for those who are not particularly tech-savvy. The platform is also customizable, which allows us to tailor it to our specific compliance needs.

Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We have not had a single unplanned downtime or issue since we've partnered with ComplyCube.

ComplyCube checks are super fast. Their SLAs are public and can confirm most checks take seconds. It's one of the fast identity verification vendors we've ever worked with.

The ComplyCube support team has been and continues to be very responsive, knowledgeable, and helpful whenever we have any questions or require assistance regularly. We currently work with several vendors across our various global operations, but I would easily single out ComplyCube's support as being the best my team and I dealt with

I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Training was conducted via MS Team, and the instructor was helpful and demonstrated strong knowledge in the AML and platform space.

The training was on point in terms of depth and covered all the aspects we were after. The platform provides a range of resources to help new users get up to speed, including training videos, documentation, and live calls.

Implementation was hassle-free as the API well document and support were on hand.

It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.

ComplyCube presented itself as the most comprehensive solution for our KYC needs - their services are granular across all their services. All the vendors assessed tended to offer granularity on a couple of features but were quite basic in other areas. As we wanted to reduce the number of external vendors and relations, a one-stop shop like ComplyCube was ideal.

Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We have a customer that uses our integration of ComplyCube, and they perform millions of checks per year across a number of countries.

• It was all positive, given the startup program credits received!
• It saved us time too, as our manual processes have now been automated, which frees up the team to do other tasks
• The onboarding experience had evidently improved our conversion rates

• This has really opened up collaboration across teams. A lot less working in silos.
• It hasn't fully replaced any one tool so it means having to go to another place. Hopefully, we can eliminate a tool or two in the next six months.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info