Middesk vs. Revenyze

Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.

Incentivized

Great customer service and support with an easy to use interface and easy to understand. The integration is seamless and much easier to use compared to some competitors products. Having customizable dashboards to handle reporting makes easier work for the team and they are able to understand their objectives more easily. We found that the dashboards and reporting also make sure that our client touch points are correct and ensures that we are offering the best service experience. I do feel that a con for Revenyze would be the gap in packages/plans available. I believe there should be a slight increase in the offering on Pro, leave Scale as it is and introduce a slightly more entry level package that offers what Pro currently does. This offers a greater plan dynamic to the mid-size enterprises who are working on updating their B2B and CRM packages which as we all know can be an incredibly costly exercise.

Incentivized

• Gathering information needed for registration.
• Making the registration process efficient.
• Guiding us through the process when we hit snags.

Incentivized

• Interactive and Visual reporting using Dashboards
• Hels us to understand the touch points of our clients journey and where we need to apply action
• Using task and action plans ensures that the sales team don't miss key steps in the sales process

Incentivized

• Better navigation.
• More marketing and make it very reachable to customers.
• Login is difficult.

Incentivized

• There should be additional plan options, only having Pro or Scale could be challenging to some start up mid-size companies
• Again because the plans are quite pricing, there should possible be a trial version
• Additional data rows and sources on the Pro plan would be helpful

Incentivized

UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.

Incentivized

The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.

Incentivized

ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.

Incentivized

We love using HubSpot, we only have some minor niggles that introducing Revenyze solved. Together the two work in harmony ensuring the best action and tasks as well as understanding for our revenue team. The integration if you are using HubSpot already is seamless and easy to implement. The two compliment each other and you will really see the impact that using both software solutions has on your bottom line.

Incentivized

• Better speed.
• Better quality for optimal cost.
• Saves a lot of time.

Incentivized

• Our team target productivity is up by 40% on the previous quarter
• Integration between marketing and sales is seamless, both teams now speak the same language
• We have increased our lead nurturing by around 30%, ensuring that leads don't slip through task gaps

Incentivized