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Client Onboarding
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Client Onboarding Software - Page 4

Last updated: March 2026

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Lokulus

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Your AI workflow automation partner

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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Agree&Sign

(0)

Contract management solution

Agree&Sign digitizes the interaction between companies, partners and end customers.
It is a SaaS platform that digitizes, automates and accelerates approval and contract processes from end to end.

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Walnut.io

(0)

Sales experience platform for B2B teams

Walnut is a sales experience platform that helps B2B sales teams create interactive and customized product demos.

Read more about Walnut.io

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Ascendr

(0)

SaaS Customer onboarding platform

SaaS Customer onboarding platform

Read more about Ascendr

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ApplyEasy

(0)

Customer onboarding solution for B2B businesses

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.

Read more about ApplyEasy

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SankeyJourney

(0)

Visualize Your Customer's Journey with SankeyJourney

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.

Read more about SankeyJourney

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Compass

(0)

Navigate success with AI-powered guidance.

Compass is an AI-powered digital adoption and user assistance platform that helps businesses streamline onboarding, boost productivity, and enhance user experience. It enables the creation of walkthroughs, knowledge articles, and documents, seamlessly integrated into applications to guide employees and customers through complex processes. Compass also features an intelligent chatbot that uses insights from its content to provide instant, accurate assistance to users.

Read more about Compass

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TrueKYC

(0)

Cloud-based KYC solution for small businesses.

TrueKYC streamlines client onboarding with secure digital links, customizable forms, and instant approvals. Collect IDs, addresses, or business details directly from customers and reduce delays, errors, and friction in your process.

Read more about TrueKYC

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Access Approve

(0)

Cloud-based online trade application software

Access Approve provides businesses and their customers a seamless onboarding process. The tool enables users to efficiently receive, assess and approve trade credit applications online.

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Client Dispute Manager

(0)

Credit repair software for credit repair firms

Client Dispute Manager is a credit repair software that helps businesses analyze credit reports, generate dispute letters, and automate client communication. It offers an AI dispute engine, customizable dispute templates, client portals, and tools to capture leads.

Read more about Client Dispute Manager

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MinervaAI

(0)

Risk assessment platform

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.

Read more about MinervaAI

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Atfinity

(0)

Award-winning no-code platform for process orchestration

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.

Read more about Atfinity

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RIA Productivity Suite

(0)

Productivity Suite

The RIA Productivity Suite from Docupace is a simplified, automated, and digital toolkit that empowers growth, scale, and streamlined operations for advisory firms. It comes with out-of-the-box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market, including CRM integration, a robust workflow engine, streamlined new account opening, and secure cloud-based document management.

Read more about RIA Productivity Suite

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Prime MDM

(0)

Customer master data management software

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.

Read more about Prime MDM

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FigsFlow

(0)

Cloud-based proposal software for accountants and firms

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.

Read more about FigsFlow

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Flows

(0)

Product adoption platform to streamline user onboarding

Flows is a fully customizable product adoption platform for modern companies building onboarding and user engagement experiences.

Read more about Flows

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WealthSphere

(0)

Wealth management solution for entity compliance/financials

WealthSphere streamlines digital client onboarding with automated KYC, AML, and CDD processes. Our platform supports secure document uploads, digital ID verification, and real-time compliance checks, ensuring efficient onboarding while maintaining data integrity and regulatory compliance.

Read more about WealthSphere

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