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About
Make your client onboarding process repeatable & predictable. No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time. Use our ready-made process templates or customize your own. Build-in conditional logic, input forms and automations. Continuously improve your process and propagate changes to all your active onboardings. Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks. Checklists, intake forms, and dynamic dates. An organized Kanban view that stays up-to-date automatically. Flexibility to change things up on the fly. All key information, there at a glance. Delegate onboarding tasks. ProcessKit has your team's back. Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
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About
The best platform for B2B financial onboarding, Improved client experience. Reduced onboarding time. Increased simplicity. Using digital portals reduces the time required for the onboarding process, enhances the experience and lets you focus on what matters. Digital document management. Using our digital process is fast, easy and requires no code. Decrease human error, reduce onboarding back office work, and focus on providing the best service available to your clients. Super charge your business processes, increase your put through instantly and grow your new client count. Simple layouts that naturally drive and guide your clients to the their goal, while providing a seamless brand experience. Stop wasting your clients time with multiple touchpoints. Create a customer journey that simplifies the complex financial onboarding experience.
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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
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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Audience
Agencies that need help to onboard clients
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Audience
Companies looking for a B2B financial onboarding system
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationProcessKit
Founded: 2018
United States
processkit.com
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Company InformationSlidePiper
Founded: 2015
Israel
www.slidepiper.com
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Categories |
Categories |
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Integrations
Zapier
Not Supported
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