Customer Onboarding Software
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ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization,…
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ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization,…
As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency,…
Raven360 accelerates customer onboarding and training with a methodology and learning delivery platform that aims to create product experts at scale.
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UserGuiding helps companies to improve product adoption by designing interactive user onboarding flows. Non-technical people can create step by step product walkthroughs, without any coding. UserGuiding also provides analytics to track the performance of the tours, segmentation to…
Checkboard states their mission is to remove risk from transactions. They do this using tech and data to make the initial interaction between clients and professionals secure and frictionless. Checkboard supports AML Checks, Land Registry Check s, Credit History Checks, and Landlord,…
INEO (formerly Lending Solution) offers anti-fraud and digital onboarding services built in to its financial services CRM. INEO solutions support both in presence and remote customer onboarding, with an omnichannel approach and management of customers and integrating the various…
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Tecalis Identity Verification is a digital onboarding solution created for any risk level and use case.
Learn More About Customer Onboarding Software
What is Customer Onboarding Software?
Customer Onboarding Software also referred to as Client Onboarding Software is used by businesses to help manage and automate post-sale activities and support customer use of a product or service. The software provides visibility into the onboarding process for both businesses and their clients. It helps create a welcoming environment and enables the customer to take full advantage of a product’s capabilities, features, and benefits. This maximizes its value, elevates the customer's experience, and increases satisfaction with the purchase.
The software is designed to support a variety of industries including financial institutions, FinTech, SaaS, healthcare, and education. Customer onboarding software that focuses on financial services and FinTech (also referred to as Digital Customer Onboarding Software) streamlines and automates a complex set of tasks that need to be completed when signing up for and utilizing financial services. It includes Know Your Customer (KYC) due diligence, ID verification, document collection, and making certain that these processes adhere to the relevant legal, regulatory, and credit-related practices.
Customer Onboarding Software is used by customer success managers, customer service operations, and onboarding specialists. It is related to Digital Adoption Platforms which often refer to their products as customer onboarding solutions that provide guidance to customers, employees, and users for technical products and services.
Customer Onboarding Software Features
Customer Onboarding Software includes many of the following features
- Manage client onboarding tasks
- Project planning and management tools
- Onboarding templates and checklists
- Onboarding customer journey mapping
- Goal setting, mapping goals to features
- Workflow automation
- Custom onboarding flows by customer segmentation
- Coordination and visibility for the onboarding process
- Customer Portal
- Business and customer collaboration, workspace, and communication tools
- Welcoming and support emails
- Updates, notifications, and reminders
- Implementation support
- White label, branding, and personalization
- Tracking of onboarding, status monitoring, milestones, issue identification, trends, and reporting
- Tutorials, walkthroughs, tool tips, and documentation
- Onboarding content and document management
- Financial services KYC and ID verification
- Security and data protection
- Integrations with CRM and Sales Platforms
- Mobile support
- Cloud-based
Customer Onboarding Software Comparison
Consider the following when purchasing Customer Onboarding Software solutions.
Use Case: Many customer onboarding solutions will support a range of industries. There are vendor products that specialize in supporting the unique elements of financial services onboarding. Solutions that focus on SaaS onboarding or app onboarding are usually included in Digital Adoption Platforms.
Scope: Customer onboarding features can be found in customer experience, customer success, and digital adoption platforms. Standalone products usually have more robust and advanced features.
Consulting Services: Some vendors offer customer onboarding consulting services.
Pricing Information
Prices are driven by the features included and the number of users supported. Prices can range from $40 a month for basic products to $900 a month for enterprise users. Price quotes are often required. Free trials are available.
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Frequently Asked Questions
What does Customer Onboarding Software do?
What are the benefits of using Customer Onboarding Software?
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What are the best Customer Onboarding Software products?
These are some of the popular Customer Onboarding Software products.