With PlanetVerify, you can onboard new customers in an automated, secure, and data compliant manner.
Welcome to the future of customer onboarding. PlanetVerify offers an innovative solution that transforms the way businesses collect, manage, and utilise customer data. In an era where security, compliance, and efficiency are paramount, our software is designed to meet and exceed these needs, particularly in industries overwhelmed by documentation requirements.
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.
1 – Streamlined Document Collection:
2 – Unmatched Data Compliance:
3 – Enhanced Customer Experience:
4 – Seamless Integration:
5 – Industry-Leading Security Standards:
No two businesses are the same, and your customer onboarding process shouldn’t be either. PlanetVerify offers a customizable and flexible solution that adapts to your unique business needs and industry requirements. Whether you operate in the lettings market, legal sector, or HR solutions, our software is versatile enough to cater to your specific onboarding challenges.
By automating legacy client document collection processes, PlanetVerify enables your company to focus more on core business activities. Our intuitive platform provides real-time visibility into the status of each customer, boosting productivity and enhancing internal collaboration.
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.
PlanetVerify stands out with its focus on GDPR compliance, robust security standards (like ISO 27001), and a user-friendly platform that integrates seamlessly with existing systems. Our local business approach ensures more personalised and scalable solutions, tailored specifically to your industry needs.
Our software adheres to the highest security standards, including ISO 27001, and is fully GDPR-compliant. We prioritise the protection of customer data through advanced encryption and regular security audits, ensuring your data is handled securely and in compliance with all regulations.
Absolutely! While PlanetVerify is highly beneficial for lettings, legal firms, and HR solutions, it is versatile enough to cater to any industry that requires secure and efficient document collection and customer onboarding.
Yes, our software is designed to be flexible and customizable, allowing for easy integration with your existing systems. This ensures a seamless transition and enhances your existing workflows without the need for extensive software downloads or complex implementations.
We offer comprehensive support and training to ensure your team can maximise the benefits of our software. This includes kick-off sessions, webinars, and bespoke support tailored to your specific needs and industry.
By automating the document collection process and centralising customer information, PlanetVerify significantly reduces manual efforts, accelerates the onboarding process, and enhances overall efficiency. This streamlined approach also improves the customer experience.
Yes, we offer a two-week free trial to let you experience the benefits of our software firsthand. Additionally, you can book a demo to see PlanetVerify in action and understand how it can be tailored to your specific business requirements.
Our software is built with a strong emphasis on compliance, particularly with GDPR. We ensure that all customer data is collected, stored, and managed in accordance with the latest regulations, providing you with peace of mind and keeping your business compliant.
Our pricing is competitive and designed to provide value for businesses of all sizes. For specific pricing details and to find a plan that best suits your business needs, please contact our sales team or visit our pricing page.
Getting started with PlanetVerify is quick and hassle-free. After a brief kick-off session, you can be up and running on our cloud-based platform, ready to transform your customer onboarding process.