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Client Onboarding Software with Data Import/Export (2026) - Page 3

Last updated: April 2026

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57 software options

Mako Fintech logo
(0)

Wealth management software

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Mako Fintech is a wealth management technology that automates manual administration by replacing heavy and long administrative paper processes with digital ones.

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SankeyJourney logo
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Visualize Your Customer's Journey with SankeyJourney

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Online tool for analyzing user journeys through Sankey diagrams or flow charts. Upload a CSV file containing event data from your website or app, and quickly generate an interactive data visualization interface that illustrates your customer paths. Boost your engagement, retention, and monetization.

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Ascendr logo
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SaaS Customer onboarding platform

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SaaS Customer onboarding platform

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MinervaAI logo
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Risk assessment platform

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Minerva is a risk assessment platform purpose built for anti-money laundering at scale. Minerva unlocks faster investigations, fewer false positives, and a compliance program at half the cost.

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Atfinity logo
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Award-winning no-code platform for process orchestration

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An award-winning no-code platform for financial institutions, enabling rapid customisation of client processes, ensuring agility in response to changing needs and regulations. Seamless integration with core banking systems facilitates a smooth data flow and efficient KYC/KYB/AM compliance checks.

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Prime MDM logo
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Customer master data management software

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PrimeMDM is an AI-powered customer master data management platform that provides a privacy-first solution with a powerful entity resolution engine. The platform offers end-to-end capabilities enabled by AI and machine learning to help organizations manage customer data in real-time, strengthen customer onboarding, and enhance customer experience.

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FigsFlow logo
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Cloud-based proposal software for accountants and firms

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FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

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