+
+

Related Products

  • EasySend
    28 Ratings
    Visit Website
  • CrankWheel
    220 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • Eurekos
    83 Ratings
    Visit Website
  • Pipefy
    592 Ratings
    Visit Website
  • Auvik
    673 Ratings
    Visit Website
  • Motivosity
    4,706 Ratings
    Visit Website
  • DoorLoop
    1,002 Ratings
    Visit Website
  • Nectar
    9,488 Ratings
    Visit Website
  • SafetyCulture
    646 Ratings
    Visit Website

About

Turn your static designs into a finely-tuned and scalable service machine. Our simple designer makes it easy to take your current process and make it into clear, visual steps and stages; complete with assignments, assets, and full flexibility to adjust without having to start over. Onboard all of your clients through a single, simple dashboard. Real-time insights give you more control over time-to-value and retention. You’ll know exactly which parts of the process need your attention and innovation, and easily communicate up and down the organization. By giving your frontline employees a voice, you’ll more deeply understand customer pains and be able to optimize and innovate your process. Your employees will be more engaged and satisfied, and you’ll foster a culture of customer-focused problem solving.

About

Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for an onboarding platform to keep everyone on track

Audience

Enterprises in search of a solution to assess client risk and onboard new businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Affinity Canvas
United States
www.affinitycanvas.com/product/

Company Information

Intapp
Founded: 2000
United States
www.intapp.com/intake/

Alternatives

Alternatives

CorpIntake

CorpIntake

PaayaTech Inc.
Onboard

Onboard

Onboard.io

Categories

Categories

Integrations

Bureau van Dijk Review
D&B Connect
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Puntt AI
S&P Capital IQ Desktop
Salesforce

Integrations

Bureau van Dijk Review
D&B Connect
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Puntt AI
S&P Capital IQ Desktop
Salesforce
Claim Affinity Canvas and update features and information
Claim Affinity Canvas and update features and information
Claim Intapp Intake and update features and information
Claim Intapp Intake and update features and information