Audience
Fintechs in search of a solution to onboard businesses
About Formalize
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.
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Company Information
Formalize
Founded: 2022
United States
www.getformalize.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Formalize Frequently Asked Questions
Q: What kinds of users and organization types does Formalize work with?
Formalize works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Formalize support in their product?
Formalize supports these languages: English.
Q: What kind of support options does Formalize offer?
Formalize offers support via online.
Q: What other applications or services does Formalize integrate with?
Formalize integrates with: Actus Comply, Belvo, Codat, Equifax BusinessConnect, HubSpot CRM, HubSpot Customer Platform, LexisNexis Command Center, Middesk, Plaid, Prove, Salesforce, Sumsub, Veriff, and WhatsApp.
Q: Does Formalize have an API?
Yes, Formalize has an API.
Q: What type of training does Formalize provide?
Formalize provides training in the form of documentation.
