Audience
Companies looking for a B2B financial onboarding system
About SlidePiper
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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FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
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Pricing
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Company Information
SlidePiper
Founded: 2015
Israel
www.slidepiper.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
24/7 Live Support
