Top 15 Client Onboarding Softwares

Leading Client Onboarding Software Solutions.

Welcome to our comprehensive guide on the “Top 15 Client Onboarding Software Solutions of 2022.” In this fast-paced business environment, efficient client onboarding is crucial. These software solutions offer streamlined processes, enhanced security, and user-friendly interfaces to ensure a seamless transition for clients and organizations alike. Discover the best tools to optimize your client onboarding experience.

1. Kofax TotalAgility

• Company Name: Kofax
• Founders: Howard Allen, Nicholas S. Themelis, David Silverberg, Kevin Weaver
• Founded Year: 1985
• Headquarters: Irvine, California
• Awards Received: Various awards for automation and digital transformation solutions.
• Product Categories: Intelligent Automation, Document Capture
• Description: Kofax TotalAgility is a comprehensive digital automation platform that streamlines client onboarding processes through document capture, data extraction, and workflow automation.
• Key Features:
  • Document capture and extraction
  • Workflow automation
  • Robotic process automation (RPA)
  • Integration with third-party systems
  • Analytics and reporting

2. MuleSoft Anypoint Platform

• Company Name: MuleSoft
• Founders: Ross Mason, Dave Rosenberg
• Founded Year: 2006
• Headquarters: San Francisco, California
• Awards Received: Recognized for API integration and connectivity solutions.
• Product Categories: Integration, API Management
• Description: MuleSoft’s Anypoint Platform enables seamless client onboarding by connecting systems and data through APIs, streamlining business processes.
• Key Features:
  • API design and management
  • Data integration and transformation
  • Anypoint Exchange for pre-built connectors
  • Real-time monitoring and analytics
  • Security and compliance features
  • Extensive support for various data sources

3. Salesforce

• Company Name: Salesforce
• Founders: Marc Benioff, Parker Harris, Dave Moellenhoff, Frank Dominguez
• Founded Year: 1999
• Headquarters: San Francisco, California
• Awards Received: Multiple awards for customer relationship management (CRM) and cloud services.
• Product Categories: CRM, Cloud Services
• Description: Salesforce offers a robust platform for client relationship management and onboarding processes, facilitating a 360-degree view of clients.
• Key Features:
  • Customer data management
  • Sales and service automation
  • AppExchange for custom solutions
  • Mobile access and collaboration
  • Integration with third-party applications
  • Security and compliance tools

4. DocuWare

• Company Name: DocuWare
• Founders: Thomas Schneck, Michael Berger, Jürgen Biffar
• Founded Year: 1988
• Headquarters: Darmstadt, Germany
• Awards Received: Recognized for document management and workflow automation solutions.
• Product Categories: Document Management, Workflow Automation
• Description: DocuWare provides document management and workflow automation tools to digitize and optimize client onboarding and document processing.
• Key Features:
  • Document capture and indexing
  • Workflow and process automation
  • Secure document storage
  • Mobile access and collaboration
  • Integration with ERP and CRM systems
  • Compliance with industry regulations

5. SignEasy

• Company Name: SignEasy
• Founders: Sunil Patro
• Founded Year: 2010
• Headquarters: Dallas, Texas
• Awards Received: Honors for mobile document signing and ease of use.
• Product Categories: Electronic Signatures
• Description: SignEasy is a mobile-focused eSignature solution that simplifies document signing and client onboarding processes.
• Key Features:
  • Mobile and web access
  • Document templates
  • Audit trails and encryption
  • Integrations with cloud storage
  • Cross-platform support
  • Offline signing capability

6. Jumio

• Company Name: Jumio
• Founders: Daniel Mattes
• Founded Year: 2010
• Headquarters: Palo Alto, California
• Awards Received: Multiple awards for identity verification and KYC solutions.
• Product Categories: Identity Verification, KYC
• Description: Jumio offers AI-based identity verification and authentication solutions to ensure secure and efficient client onboarding.
• Key Features:
  • Document verification
  • Biometric facial recognition
  • Compliance and fraud detection
  • Global regulatory compliance
  • Real-time verification
  • Mobile and web integration

7. Accelitas

• Company Name: Accelitas
• Founders: William Mills III
• Founded Year: 2005
• Headquarters: Fremont, California
• Awards Received: Recognized for fraud prevention and identity verification solutions.
• Product Categories: Identity Verification, Fraud Prevention
• Description: Accelitas provides identity verification and fraud prevention solutions to enhance security in client onboarding processes.
• Key Features:
  • Real-time identity verification
  • Predictive analytics for risk assessment
  • Compliance with regulatory requirements
  • Customizable risk scores
  • API integration
  • Machine learning-based fraud detection

8. Nintex Workflow Cloud

• Company Name: Nintex
• Founders: Eric Johnson, Mike Fitzmaurice, Brett Campbell
• Founded Year: 2006
• Headquarters: Bellevue, Washington
• Awards Received: Recognized for workflow automation and business process management.
• Product Categories: Workflow Automation, Process Management
• Description: Nintex Workflow Cloud is a platform for automating workflows and business processes, including client onboarding.
• Key Features:
  • Drag-and-drop workflow design
  • Integration with popular services
  • Mobile and web access
  • Analytics and reporting
  • Compliance and security features
  • Collaboration and approval workflows

9. Laserfiche

• Company Name: Laserfiche
• Founders: Nien-Ling Wacker
• Founded Year: 1987
• Headquarters: Long Beach, California
• Awards Received: Awards for document management and business process automation.
• Product Categories: Document Management, Business Process Automation
• Description: Laserfiche provides document management and workflow automation solutions to streamline client onboarding and document processing.
• Key Features:
  • Document capture and storage
  • Workflow automation
  • Records management
  • E-forms and digital signatures
  • Mobile and remote access
  • Secure access controls

10. OneSpan (formerly VASCO Data Security)

• Company Name: OneSpan
• Founders: T. Kendall Hunt
• Founded Year: 1991
• Headquarters: Chicago, Illinois
• Awards Received: Recognized for its authentication and e-signature solutions.
• Product Categories: Electronic Signatures, Identity Verification
• Description: OneSpan offers e-signature and identity verification solutions to enhance security in client onboarding processes.
• Key Features:
  • Multi-factor authentication
  • Adaptive fraud protection
  • Digital transaction management
  • E-signatures with biometric verification
  • Mobile and web access
  • Compliance with industry regulations

11. Lever

• Company Name: Lever
• Founders: Sarah Nahm, Nate Smith, Randal Truong
• Founded Year: 2012
• Headquarters: San Francisco, California
• Awards Received: Recognized for its modern applicant tracking system (ATS).
• Product Categories: Applicant Tracking, Recruitment Software
• Description: Lever is a modern applicant tracking system that simplifies the hiring and onboarding process for businesses, ensuring a smooth transition for new clients and employees.
• Key Features:
  • Collaborative hiring tools
  • Interview scheduling and feedback
  • Analytics and reporting for recruitment efficiency
  • Customizable onboarding workflows
  • Mobile access for applicants

12. ZenDesk

• Company Name: ZenDesk
• Founders: Mikkel Svane, Morten Primdahl, Alexander Aghassipour
• Founded Year: 2007
• Headquarters: San Francisco, California
• Awards Received: Recognized for customer service and support software.
• Product Categories: Customer Service, Support Software
• Description: ZenDesk provides customer service and support software, facilitating a seamless client onboarding experience through efficient communication and ticketing solutions.
• Key Features:
  • Helpdesk and ticketing system
  • Knowledge base management
  • Customer communication channels
  • Workflow automation
  • Mobile and web access

13. BitSight

• Company Name: BitSight
• Founders: Shaun McConnon, Nagarjuna Venna, Stephen Boyer
• Founded Year: 2011
• Headquarters: Boston, Massachusetts
• Awards Received: Awards for cybersecurity and risk assessment.
• Product Categories: Cybersecurity, Risk Assessment
• Description: BitSight offers cybersecurity and risk assessment solutions, helping organizations evaluate and manage risks during client onboarding.
• Key Features:
  • Continuous security monitoring
  • Security ratings and benchmarking
  • Vendor risk management
  • Customizable risk assessments
  • Real-time alerts and notifications
  • Integration with third-party security tools

14. Pendo

• Company Name: Pendo
• Founders: Todd Olson, Eric Boduch, Erik Troan, and Rahul Jain
• Founded Year: 2013
• Headquarters: Raleigh, North Carolina
• Awards Received: Recognized for user engagement and product adoption solutions.
• Product Categories: Product Adoption, User Engagement
• Description: Pendo is a platform for product adoption and user engagement, helping businesses onboard and retain clients effectively.
• Key Features:
  • In-app guidance and tutorials
  • User feedback and surveys
  • Analytics and product usage insights
  • Segmentation and targeting of users
  • Customizable onboarding experiences
  • Integration with customer data platforms

15. WiseTrend

• Company Name: WiseTrend
• Founders: Ivan Vasilev, Kiril Ivanov, and Georgi Tzokov
• Founded Year: 2012
• Headquarters: Sofia, Bulgaria
• Awards Received: Recognized for OCR and document capture solutions.
• Product Categories: OCR, Document Capture
• Description: WiseTrend provides OCR and document capture solutions to automate data extraction and streamline client onboarding processes.
• Key Features:
  • OCR data extraction
  • Document classification and indexing
  • Data validation and verification
  • Integration with business systems
  • Real-time document processing
  • Compliance with data privacy regulations