NMI Merchant Central, formerly IRIS CRM, is a payments-focused Customer Relationship Management (CRM) platform for independent sales organizations, banks, payment facilitators, and software providers. It manages the merchant lifecycle from prospecting and onboarding through underwriting, boarding, support, residuals, reporting, and portfolio management.
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Onfido
Score8 out of 10
N/A
Onfido simplifies identity verification with a platform used by over 900 businesses with the goal of navigating KYC and AML requirements, stopping fraud, and delivering exceptional onboarding experiences.
It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
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
Onfido is well suited for integrations within a mobile app for automated document processing and validation e.g. driver's licenses, passports etc. Onfido is less well suited for web applications since the quality and accuracy of the checks is very dependent on the quality of the image captured which in general is less high quality from a webcam.
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
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
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
Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
Workflow customization is not easy for all users and can require some coding skills on the back end.
Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
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
Dashboard - current analytics are very high level pass, consider, fail - would like a more detailed breakdown of reasons why consider / fail aggregated in an easy to view format.
Speed consistency - sometimes Onfido checks are very fast, sometimes it takes a lot longer
OCR - we had issues with OCR data quality and had to add a step for users to verify information captured via OCR from Driver's Licenses.
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
It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
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
It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.
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
The one thing I loved about the agreement express over AuditGenius was the organization of loans to be audited, it is very organised as per the client and his portfolio and shows up flags while the AuditGenius has the list and seems very odd. But also in customer usage, I found many of my business partners using agreement express for the quick onboarding and also for ROI which indeed gave me a strong feeling about the application.
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
Ultimately went with Onfido due to previous experience with applications & products that had worked with Onfido and from research Onfido appeared to be one of the main providers in the space providing reassurance internally on use of relatively new technology. Onfido security and compliance was also standout helping pass internal audits by cybersecurity and legal. Downside with Onfido is that the pricing model is complex and relies on accurate predictions of platform/user growth to secure the best price-per-check which is challenging in a startup environment.
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
The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
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
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
