Arrows vs. Formalize Comparison


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About Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.	About Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools. Your entire funnel is under one roof, from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling. Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes. Website reviews, sanction screening, and social media checks, on an on-going basis. Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third-party sources. Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings. Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Customer onboarding checklist platform for businesses wanting to send every customer a personalized onboarding plan, with automated email reminders, due dates, and assigned tasks	Audience Fintechs in search of a solution to onboard businesses
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $99 per month Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Arrows Founded: 2018 United States arrows.to/features/	Company Information Formalize Founded: 2022 United States www.getformalize.com
Alternatives Flowla	Alternatives complead
ValueRamp	RiskScreen KYC Global Technologies
VENMATE	Vivox.ai
Aligned	dilisense
EverAfter View All	Preventor View All
Categories Customer Onboarding Supported Customer Success Supported	Categories Customer Onboarding Supported KYB (Know Your Business) Supported KYC Supported PEP & Sanctions Screening Supported

Integrations Salesforce Supported Actus Comply Not Supported Belvo Not Supported Codat Not Supported Equifax BusinessConnect Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported LexisNexis Command Center Not Supported Middesk Not Supported Plaid Not Supported Prove Not Supported Sumsub Not Supported Veriff Not Supported WhatsApp Not Supported Zapier Supported Show More Integrations View All 2 Integrations	Integrations Salesforce Supported Actus Comply Supported Belvo Supported Codat Supported Equifax BusinessConnect Supported HubSpot CRM Supported HubSpot Customer Platform Supported LexisNexis Command Center Supported Middesk Supported Plaid Supported Prove Supported Sumsub Supported Veriff Supported WhatsApp Supported Zapier Not Supported Show More Integrations View All 14 Integrations
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