With PlanetVerify, you can collect documents in an automated, secure, and data compliant manner.
PlanetVerify provides a document collection software solution that enables companies to collect documents and information from clients in a simple, secure, and compliant way. Instead of wasting valuable time each week chasing clients for documents, PlanetVerify users can set up a workflow that automates the collection of client documents and information. Clients are sent automated reminders until all documents have been uploaded, while, on the user side, the status of each client can be monitored from a centralized dashboard.
Companies across a range of industries use PlanetVerify to accelerate and secure their document collection process — saving time, reducing security risk, and meeting data compliance requirements.
Document collection software is software that automates the collection of documents from clients, customers, employees, and other relevant business contacts — helping companies to save time, reduce security risk, and ensure data compliance. Traditionally, document collection has been performed in a number of manual, time-consuming, and insecure ways – such as email and in-person document collection. However, as the risks of these legacy processes became more and more apparent, companies began seeking out new and automated ways to collect documents – giving rise to an increased demand for document collection software solutions.
At a high level, document collection software tools are used to:
If you are looking into a software solution for your ogranization, there are a number of key features you should hone in on.
Best in class solutions can be relatively simple to implement and bring some really powerful benefits to your organization.
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.
As you weigh up the various software tools available today, you should keep the following questions in mind.
What does the implementation process look like for this document collection platform? You should loop someone from your development team in and understand exactly what the implementation process is like for any system you are considering. Ideally, you should focus on those systems that have the quickest time-to-value. Lengthy, time-consuming, and complex implementation processes should be avoided at all costs.
How long will it take our team to become fully trained, power users of the document collection system? Software that requires extensive training has less chance of making an impact in your organization than intuitive tools that come almost ready-to-use. Remember, employees today have a set of expectations that must be met in terms of usability – any tasks that involve a time investment without an immediate payoff will be resented. Systems that fail to meet expectations around user experience will not be widely adopted internally.
What security standards does your document collection software solution adhere to? Security is one area you need to consider carefully. One of the biggest reasons to implement a document collection system is to reduce security risk within your organization, therefore, as you analyze vendors, be sure to question them about which security standards they adhere to – and don’t accept anything less than the highest possible security standards.
Does your document collection software tool integrate with our existing systems? Ideally, you want your implementation process to be as quick and painless as possible. Most likely, you are already using tools like cloud storage, CRMs, and other internal systems that you might like to interact with any new system. Question vendors on how their solution can integrate with your existing internal systems and try to understand the amount of extra work involved.
How does your document collection software help us meet data protection regulations like GDPR? Companies must take care over the way they collect and manage client personal data. Failure to adhere to regulations like GDPR can result in fines and reputational damage for the company. Document collection software can help you to maintain GDPR compliance by providing you with a set of tools to manage client personal data in a compliant manner – providing features like automated data purging.
A better experience for your clients, fewer headaches for your team. You’ll be set up in minutes.
