Client Onboarding Software

With PlanetVerify's client onboarding software you can onboard new clients in a fast, secure, and data compliant manner.

Embrace the future of client onboarding with PlanetVerify. Our digital solution streamlines the onboarding journey, integrating client due diligence, risk assessment, and regulatory compliance into a seamless process, tailored for businesses across various industries.

PlanetVerify is a client onboarding software solution that helps companies collect client documents and sensitive information at speed and at scale during the onboarding process. Companies across many different industries use PlanetVerify to streamline and secure their onboarding processes. Instead of collecting client documents in an ad hoc fashion via legacy tools like email, PlanetVerify equips users with powerful workflows that automate and secure their client document collection processes.

What is Client Onboarding Software?

Client onboarding software refers to software solutions that companies use to facilitate the integration of new clients into a business. Client onboarding is the all important first step in a client-business relationship and these solutions can help companies to make a professional first impression. The client onboarding process can vary depending on which industry a company operates in – however, at a high level, client onboarding is primarily concerned with the set up activities associated with a new client sign up. Client onboarding software is used to manage – and, ideally, streamline these onboarding activities.

Why PlanetVerify's Client Onboarding Software Stands Out

  • Automation and Efficiency: Automate and optimise client-facing workflows, turning the labour-intensive onboarding tasks into an efficient, automated process. Reduce onboarding times and accelerate your time-to-revenue.
  • Global Competitiveness and Growth: Our software is designed for global business standards, enabling you to compete confidently and expand safely in the digital world.


Client Onboarding Software Features

When it comes to these software solutions, there are a number of features to watch out for. While some software solutions providers may specialize in different aspects of client onboarding, there are some features that are vitally important and will help you provide a highly professional client onboarding experience.

Client Document Collection: Collecting documents from new clients is part of the onboarding process in almost every industry – and, for many, has become a major challenge. The documents submitted by new clients must be managed carefully and collecting these documents via legacy tools like email or even in person, is not best practice. Collecting documents in an uncontrolled, ad hoc fashion can lead to issues around security, compliance, internal productivity – and, ultimately, will lead to an underwhelming new client experience. The leading solutions provide companies with a way to automate, secure, and scale the client document collection process. 

Client Dashboard: The best-in-class client onboarding software solutions provide companies with a centralized client dashboard from where users can track the status of each client and their onboarding status. 

Client Communication Tools: The modern client does not expect ad hoc emails and phone calls relating to various onboarding activities. Instead, clients expect a level of communication that is on-brand, on-time, and highly professional. The leading solutions provide companies with tools to develop the professional, fully-branded, and scheduled communications clients now expect.

Data Compliance: Regulations around data compliance such as GDPR, CCPA, and others add an extra layer of complexity to the client onboarding process. For some companies, the sensitive personal information collected during the client onboarding process would come under the banner of personal data and can be subject to data protection measures – i.e. companies who operate in jurisdictions where data protection laws such as GDPR are in existence must manage personal data in a compliant manner. One way to remain data compliant during the onboarding process is to develop controlled and approved methods for collecting personal client data. Some of the leading onboarding tools available today can equip you with a compliant way to collect clients’ personal data and provide other features such as data purging to clear your systems of potentially non-compliant information on past clients for example. 

Internal Communication and Workflows: Client onboarding will usually involve a number of individuals or internal teams. For instance, a company that collects KYC/AML documents during the client onboarding stage might want to pass on various client applications for approval to other teams. Your client onboarding software should enable you to run these approval processes within the platform and not have to navigate to other tools within the organization. 

Personalization: Clients today expect a high level of personalization. The onboarding stage is the perfect time to personalize the client experience and set the tone for a positive business relationship. Client onboarding software that helps you to personalize the client experience is a very important feature to watch out for.


With over 120,000 users, PlanetVerify is used by companies from many different industries to collect and manage sensitive client documents and information during the onboarding process.  

Benefits of Client Onboarding Software

Investing in the right solution can bring many benefits to your company.

Save time: Manual and legacy internal processes are some of the biggest time wasters for employees today. Many companies still rely on legacy processes during the client onboarding process such as collecting documents via email and arranging ad hoc in person meetings. These legacy processes do not scale well and productivity will suffer. Client onboarding software can help you to set up some automated workflows to perform onboarding tasks – saving users many hours per week.

Reduce security risks: There are a number of security risks during the client onboarding process – particularly around the use of email during the onboarding process. Email is the number one source of cyber attacks and relying too heavily on email during the client onboarding process can put your company at risk. For example, if you are collecting client documents via email, attachments can open the door to security risks like ransomware and trojan horse attack which may risk the integrity of the entire company network. Client onboarding software can provide you with secure ways to collect clients’ documents and information helping you to reduce your company’s security risk.

Provide a Professional Client Experience: Client onboarding software can help you to provide the professional (and repeatable) experience modern clients expect. By moving away from ad hoc and manual processes to an automated and personalized client onboarding process, you will be able to meet and exceed client expectations on a regular basis. 

Key Features of Our Client Onboarding Software

  • Seamless Integration and Compliance: PlanetVerify’s solution is designed to be flexible, scalable, and secure, seamlessly fitting within your existing business ecosystem. Embed your policies and controls throughout the onboarding journey to facilitate effective compliance management.
  • Client-Centric Experience: Elevate your client experience with rapid onboarding, which reduces outreach and touchpoints. Our onboarding portal is tailored to enhance client engagement and increase conversion rates, without being fully self-serve.
  • Data-Driven and Transparent: Gain access to crucial metrics and data for informed business decisions. Adopt transparent client management policies that are compliant with data privacy regulations, such as the General Data Protection Regulation (GDPR).
  • Mobile Accessibility: Stay connected with clients anytime, anywhere, through our mobile-friendly interface and app, ensuring uninterrupted connectivity and collaboration.


Advantages of Using PlanetVerify for Client Onboarding:

  • Quick and Easy Implementation: Get started with ease using our SaaS-native solution, which requires minimal setup and no extensive software downloads.
  • Customization and Scalability with Secure Integrations: With PlanetVerify’s custom integrations, the entire document collection process is automated and secured, streamlining your workflow. Our open APIs facilitate seamless integration into your existing systems, saving time, reducing risk, and ensuring GDPR compliance. For more details, visit our integrations page.


Automated Data Collection and Analysis: Automate the collection of client documents and personal data and optimise approval processes. This approach ensures a more efficient client onboarding journey, reducing manual tasks and enhancing operational effectiveness.

Get started with us

Join our growing community of  over 150,000 web users who have revolutionised their onboarding processes with PlanetVerify. Enhance your client onboarding journey today. Book a demo to discover the unmatched efficiency and security PlanetVerify offers in client onboarding.

Frequently Asked Questions

1 – What makes PlanetVerify client onboarding software unique?

Our software combines speed, security, and compliance, automating routine workflows and integrating seamlessly with existing business systems.

2 – How does your software enhance the client onboarding experience?

Our software offers a streamlined portal that greatly simplifies the onboarding process. This user-friendly interface reduces the need for extensive outreach and significantly increases client engagement, making the onboarding journey smoother and more efficient for both clients and your team.

3 – Can PlanetVerify’s software be integrated with other business tools?

Yes, our platform is equipped with open APIs, allowing for flexible and adaptable integration with a wide range of business tools. This capability ensures that Planet Verify can seamlessly become a part of your existing business apps ecosystem, enhancing functionality and streamlining workflows.

4 – Is the onboarding process customisable to suit different business needs?

Absolutely. Our client onboarding software offers flexible, no-code configurations for easy customisation to meet your specific business requirements.

5 – How does the software ensure compliance with data privacy regulations?

We embed your policies and controls throughout the onboarding journey, ensuring compliance with all relevant data privacy regulations.

6 – Does PlanetVerify offer mobile accessibility for client onboarding?

Yes, our platform includes a mobile-friendly interface and a free mobile app, allowing you and your clients to interact and collaborate from anywhere.

7 – How does PlanetVerify’s software contribute to operational efficiency?

Our software digitalises and automates the onboarding process, reducing time-to-onboard and time-to-revenue, and freeing up resources to focus on core business activities.

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