OnBoard - 2026 Pricing, Features, Reviews & Alternatives

OnBoard is a comprehensive B2B onboarding platform designed to help businesses streamline customer acquisition, verification, management, and scaling processes for financial service providers. The system enables teams to delivers an end-to-end solution addressing complex onboarding requirements for payment providers, business lenders, and business banks across countries and various languages. Organizations can manage the entire customer lifecycle from a single platform while ensuring regulatory compliance throughout the customer journey.

The platform can be integrated with several modules that work cohesively to optimize the onboarding experience. The digital offer generator enables businesses to create, design, and send custom white-labeled offers to prospects, while monitoring progress with cross-department visibility and personalized action alerts. The KYB/KYC/KYE and AML automation engine provides customizable compliance processes for any jurisdiction or risk profile, with real-time data consumption from commercial providers, webforms, and in-house data sources. The risk and underwriting module includes a customizable decision engine with extensive risk profiles, scoring, and decisioning capabilities, eliminating manual errors through intelligent workflow routing. For ongoing compliance, the OCDD functionality automates PEPs, sanctions, adverse media, and credit checks with real-time API connections, delivering instant alerts when any business or individual becomes non-compliant.

OnBoard can be integrated with various third-party systems through open API capabilities, allowing businesses to export reports into PDF, CSV, or directly into their preferred CRM system. The platform connects to multiple commercial data providers for identity verification, beneficial ownership distillation, and workflow management. For organizations seeking additional support, OnBoard offers AML on demand, a fully outsourced service for KYC, AML, and OCDD across global jurisdictions with multilingual support and continuous customer assistance. The system lets stakeholders prioritize security and compliance, implementing advanced technology to safeguard sensitive customer data while maintaining the flexibility to adapt to specific industry requirements and regulatory landscapes.