Related Products
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About
GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table!
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About
Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.
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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
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Companies that want to onboard clients better
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Audience
Legal companies looking for a platform to verify their clients and eliminate fraud
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Supported
Free Trial
Supported
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Pricing
$2,50 per verification
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationGuideCX
Founded: 2017
United States
www.guidecx.com
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Company InformationVerify 365
Founded: 2020
United Kingdom
verify365.app/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Not Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Not Supported
Customizable Templates
Supported
Gantt Charts
Not Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Not Supported
Time & Expense Tracking
Not Supported
Traditional Methodologies
Not Supported
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AML Features
Behavioral Analytics
Supported
Case Management
Supported
Compliance Reporting
Supported
Identity Verification
Supported
Investigation Management
Supported
PEP Screening
Supported
Risk Assessment
Supported
SARs
Supported
Transaction Monitoring
Supported
Watch List
Supported
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Integrations
Actionstep
Not Supported
Clio
Not Supported
DPS Computing
Not Supported
SOS Connect
Not Supported
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Integrations
Actionstep
Supported
Clio
Supported
DPS Computing
Supported
SOS Connect
Supported
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