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PlanetVerify

PlanetVerify

Overview

What is PlanetVerify?

PlanetVerify is a document and personal data collection platform designed to help companies streamline and automate their document collection process. According to the vendor, the platform aims to ensure data compliance and improve client experience. It is suitable for companies of all sizes, from small...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is PlanetVerify?

PlanetVerify is a document and personal data collection platform designed to help companies streamline and automate their document collection process. According to the vendor, the platform aims to ensure data compliance and improve client experience. It is suitable for companies of all sizes, from small businesses to large enterprises, and caters to various professions and industries, including real estate, accounting, insurance, legal services, telecommunications, human resources, and financial services.

Key Features

Automated Customer Document and Information Collection: According to the vendor, PlanetVerify automates and streamlines the document and data collection process, eliminating the need for manual methods such as email. The platform aims to save time and improve productivity by reducing the effort spent on chasing clients for documents and information.

Secure Cloud-Based Document Storage: PlanetVerify provides a secure cloud-based platform for storing and managing client documents and information. The vendor claims that the platform uses end-to-end encryption to protect sensitive data, aiming to minimize the risk of unauthorized access or data breaches.

GDPR, CCPA, and WCAG Compliance: According to the vendor, PlanetVerify helps companies meet data compliance requirements, including GDPR, CCPA, and WCAG. The platform provides tools and controls to ensure that data collection and storage practices align with these regulations.

Customizable and On-Brand Experience: PlanetVerify offers a customizable and on-brand experience for clients during the document and information collection process. According to the vendor, companies can insert their logo and branding elements, aiming to create a professional and consistent client experience.

Intelligent Automation and Organization: PlanetVerify's intelligent automation aims to ensure that collected data arrives fully arranged and organized. The platform automatically categorizes and organizes documents, making it easier to find, store, and process the information, according to the vendor.

API Integration and System Compatibility: PlanetVerify offers API integration with existing systems, allowing for seamless data transfer and integration. The platform is compatible with a wide range of systems, enabling companies to leverage their existing infrastructure, according to the vendor.

ISO 27001 Certified Security: PlanetVerify prioritizes security and data protection and is ISO 27001 certified. The vendor claims that the certification guarantees strict security measures and helps businesses stay ahead of threats.

Single, Secure Channel: According to the vendor, PlanetVerify provides a single, highly secure, and encrypted channel for the collection of personal data and sensitive files. This is intended to eliminate non-compliance risk from the personal data collection process.

End-to-End Data Encryption: PlanetVerify ensures end-to-end data encryption, aiming to protect personal data and sensitive files from unauthorized access, according to the vendor.

Multi-Factor Authentication: According to the vendor, PlanetVerify implements multi-factor authentication to add an extra layer of security, ensuring that only authorized users have access to personal data and documents.

PlanetVerify Features

  • Supported: Activity Dashboard
  • Supported: Compliance Management
  • Supported: Document Management
  • Supported: Reminders
  • Supported: Access Controls/Permissions
  • Supported: Alerts/Notifications
  • Supported: Collaboration Tools
  • Supported: Reporting/Analytics
  • Supported: Templates
  • Supported: Workflow Management
  • Supported: Data Capture and Transfer
  • Supported: Data Verification
  • Supported: Forms Management
  • Supported: AML Compliance
  • Supported: Fraud Detection
  • Supported: KYC Compliance
  • Supported: User Onboarding

PlanetVerify Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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