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Top Rated Client Onboarding Software with Freelancers - Page 4

Last updated: July 2026

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79 software options

Lokulus logo

Your AI workflow automation partner

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Lokulus' AI-driven workflow automation platform delivers cost effective and personalised customer experiences. The workflows intelligently manage, prioritise and respond to endless customer queries. If it can’t be resolved through automation, it will escalate to the right person.

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ApplyEasy logo

Customer onboarding solution for B2B businesses

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ApplyEasy streamlines customer onboarding in a secure online portal.

Pre-fill online forms, electronic signatures, and built in data integration to Australian Business Register, ASIC database, and CreditorWatch's credit bureau, due diligence tasks can be automated to complete onboarding faster.

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Prime MDM logo

Customer MDM, but smarter - enabled by AI/ML

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PrimeMDM is a real-time, light-weight Customer Master Data Management platform. It offers AI/ML-based entity resolution, deduplication, and 360° customer view. It’s the engine that made straight through processing an industry standard.

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MinervaAI logo

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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