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About

Client onboarding is more than just KYC/AML. Muinmos' client onboarding platform is the only solution that fully automates the whole onboarding chain, from AI powered client categorisation to fully automated risk assessments and KYC/AML checks. It's a platform like no other, delivering unmatched onboarding times and a smooth customer experience, allowing you to onboard more clients at a fraction of the costs. mCHECK™ is connected to multiple data sources, allowing for global coverage and all types of KYC/AML checks. mRX™ makes sure you are always within your own risk parameters, even when clients' profiles, regulation or your own policies change. Muinmos’ proprietary regulatory onboarding engine is a one-of-a-kind software, that automatically classifies clients, products and services, using algorithmic rule-based Artificial Intelligence. With Muinmos you don't need to cut any corners. You can onboard any client type within minutes while remaining fully compliant.

About

Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.

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

Enterprises seeking a client onboarding platform to automate their whole onboarding chain

Audience

B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration

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 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 2.0 / 5
support 1.0 / 5

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Muinmos
Founded: 2012
Denmark
muinmos.com

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Make
Microsoft Teams
Pipedrive
Salesforce
Slack
Typeform
Vidyard
Vimeo
YouTube
Zapier
Zoom

Integrations

Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Make
Microsoft Teams
Pipedrive
Salesforce
Slack
Typeform
Vidyard
Vimeo
YouTube
Zapier
Zoom
Claim Muinmos and update features and information
Claim Muinmos and update features and information
Claim Valuecase and update features and information
Claim Valuecase and update features and information