With PlanetVerify, you can onboard new customers in an automated, secure, and data compliant manner.
PlanetVerify is a customer onboarding software solution that enables companies to collect documents and information from new customers in a simple, secure, and compliant way. Users can manage all customer documents and information from a central onboarding portal that provides instant visibility into the status of each customer. Companies across a range of industries use PlanetVerify to accelerate and secure their customer onboarding process — saving time, reducing security risk, and meeting data compliance requirements.
Customer onboarding software is software that facilitates the delivery of services sold by the company. Customer onboarding is the all-important first step in the customer journey – and companies only get one chance to make a first impression. Depending on which industry your company operates in, there may be a number of different activities involved in customer onboarding, but, in general, there are a few key customer onboarding activities that companies should execute really well.
Investing in the right customer onboarding platform can bring many benefits to your business, they include:
Depending which industry you operate in, there may be some specific customer onboarding software customizations you require, but, in general, there are a number of considerations to keep in mind as you weigh up the various solutions on offer.
With over 120,000 users, PlanetVerify is used by companies from many different industries to collect and manage sensitive customer documents and information during the onboarding process.
There are a number of key features to look out for in customer onboarding software solutions.
A better experience for your clients, fewer headaches for your team. You’ll be set up in minutes.