Customer Onboarding Systems | VendorMatch

Target Market / User Suitability in Capital Markets

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Target Market / User Suitability in Banking

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Deployment Options

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Operating Systems

Proportion of staff able to work from home in a crisis

What proportion of staff could easily move to work from home should the offices and client sites be closed?

Total Company Funding

Company Funding Stage

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Jumpstart by Harvest Savings & Wealth Technologies Harvest Savings & Wealth Technologies
Harvest Savings & Wealth Technologies provides enterprise-grade, digital savings and wealth technology to banks, credit unions, trust companies,…
eXimius Client Engage and Conectus Client Onboarding Objectway
The Objectway WealthTechSuite is a front-to-back office platform supporting the whole digital investment management process. It comprises Portfo…
Digital Banking IQ Engage Bottomline
DB IQ Engage empowers financial institutions to accelerate their digital transformation with the most comprehensive suite of digital account ope…
Counterparty Manager: Onboarding Accelerator IHS Markit
New account onboarding is one of the most pressing challenges for the Financial Services industry. A lack of industry standardization, transpare…
Digital Onboarding Platform Intellect Design Arena
Intellect's solution, CBX Retail and CBX Corporate, is built to support the global need and it caters to both retail and corporate customers acr…
Terafina DSP Terafina Inc.
The Terafina DSP is a digital sales platform designed to accelerate organic growth, deepen wallet share and build new relationships for banks an…
Embus: Client Onboarding MYRIAD Group Technologies Limited
A highly organised and configurable database detailing prospects, clients, their accounts and their group companies embraces your legacy client…
Blend Digital Lending Platform Blend
Blend’s digital lending platform makes it easy for consumers to apply for loans and open accounts through any channel or device. Our offerings…
Client On-boarding (Copy) Refinitiv
Streamline your client lifecycle management processes using our Client On-boarding solution, combining functionality with best-practice Know You…
Quadient Inspire Quadient
Most organizations have invested heavily in solutions to deliver great pre-purchase experiences but fall short when it comes to focusing on thei…
NuPoint Computer Services Inc.
NuPoint® Core Processing As a competitive and growing financial institution, your bank needs a reliable, responsive core bank processing platfor…
iMeta CLM iMeta Technologies
The end to end data management and workflow platform for client onboarding and client lifecycle management. By providing a single source of clea…
Intelligent Banking CRM BankSight Systems, Inc
BankSight announces it’s 6th Release: The First Intelligent Banking CRM for community and regional banks, and credit unions. Here is what this m…
Botboarding Dorsum
Botboarding is a chatbot platform we created for customer onboarding. Personalized chatbots can be created on the platform for any kind of servi…
EXL's Digital KYC Solution EXL Service
Traditionally, client lifecycle management (CLM) processes have been highly manual, inefficient, and cumbersome. This results in delayed process…

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