Plug-and-play client onboarding.
It's easy - no coding required.
Bredgade 34E, 3
Monitor performance and optimize your flow based on near real-time insights.
Monitor the overall performance of your flows and see full reports on users’ activity and behaviors. Filter data based on timeframe to access the periodical report.
See, at first glance, overall metrics showing how well your flows are performing.
Analyze trends of converted clients and drop-out rates.
Identify the pain points in your current flows and leverage them to improve the process.
Flexibility: Adjust the flow whenever you want. Flow Builder gives you the flexibility to adjust the flow within minutes without engaging additional teams into the process.
No-code digitization: You don’t need an entire IT team to build and launch the flow. The intuitive ‘drag-and-drop’ interface allows any member of the business development team to do it.
Cost reduction: Reduce operational costs related to the manual onboarding process by implementing digital onboarding. Reduce teams that needed to be included in the traditional setup.
Let us give you a personal tour of the platform! Contact us to learn how we can help you accelerate your client onboarding process.