Work in progress
Platform Capabilities

Everything you need to onboard faster

Six core capability areas. One unified platform. Built from the ground up for financial institutions that cannot afford compliance gaps or client frustration.

01 / Configurable Forms

Build the exact form your clients need

No developers required. The no-code form builder lets your operations team create fully custom onboarding workflows with conditional logic, field validation, and pre-built templates for every institution type.

Conditional logic & branching
Show or hide fields based on prior answers. One form adapts to every client type automatically.
Pre-built financial services templates
Start with KYC, CDD, new account opening, and loan origination templates. Customize from there.
Real-time field validation
Catch errors before submission. Clients complete forms right the first time, reducing back-and-forth.
Onboarding Express Complete Bundle
New Account Opening KYC Template
Legal Name
Business Type
If LLC: Beneficial Ownership required
Field Types
Templates
Lines of Code
02 / Automated Workflows

Stop managing tasks. Start closing clients.

Define the onboarding journey once. From there, Onboarding Express automatically assigns tasks, sends reminders, escalates bottlenecks, and keeps every stakeholder informed without a single manual nudge.

Multi-stakeholder task routing
Automatically route tasks to operations, compliance, and relationship managers based on rules you define.
Automated reminders & escalations
Clients receive timely nudges. Stalled onboardings escalate automatically so nothing falls through.
Real-time progress visibility
Your team always knows exactly where each client is in the onboarding journey, with no status meetings required.
Onboarding Express Complete Bundle
Onboarding Pipeline 3 Active
Acme Corp — KYC Review In Review
75%
River Valley Credit — Docs Awaiting Client
40%
Midwest RIA — Signatures Final Step
92%
03 / Electronic Signatures

Legally binding signatures without the paperwork

Every signature captured through E-Sign Express is fully compliant with ESIGN and UETA, with tamper-evident audit trails and multi-signer workflows built in from the start.

ESIGN Act & UETA compliant
Every signature carries the same legal weight as a handwritten one, with full regulatory documentation.
Sequential & parallel multi-signer
Route documents to multiple signers in any order. Every party gets notified automatically.
Tamper-evident certificate of completion
Every signed document is sealed with a full audit trail: IP address, timestamp, device, and signer identity.
E-Sign Express Complete Bundle
Commercial Account Agreement.pdf Ready to Sign
Sarah M. Signer 1
James K. Signer 2
Voice Sign PROPRIETARY

Our biometric voiceprint technology lets clients authorize documents with their voice. No print, no scan, no friction.

04 / Security & Compliance

Compliance built in, not bolted on

Regulatory requirements are treated as first-class platform features. KYC, AML, CDD, and SOC 2 audit trails are woven into every workflow by design so your compliance officer can sleep at night.

SOC 2 Type II certified
Independently audited security controls that satisfy the requirements of over 73% of financial institution procurement teams.
256-bit AES encryption at rest & in transit
All data is encrypted end-to-end. Role-based access controls ensure only authorized staff can view client records.
Immutable audit trails & export
Every action is logged with user, timestamp, and IP. Export compliance-ready reports for regulatory examinations.
Onboarding Express E-Sign Express Complete Bundle
SOC 2 Type II
Certified
256-bit AES
Encryption
KYC / AML
Compliant
GDPR / CCPA
Privacy Ready
View Full Security Documentation
05 / Reporting & Analytics

See exactly where onboarding breaks down

The live dashboard surfaces bottlenecks before they become lost clients. Track completion rates, average onboarding time, and team performance across every workflow.

Live onboarding dashboard
See every active onboarding at a glance. Filter by stage, institution type, or assigned team member.
Bottleneck identification
Identify which steps cause the most delays so your team can optimize the process continuously.
Exportable compliance reports
Generate regulator-ready reports on demand. No spreadsheet assembly required before your next audit.
Onboarding Express Complete Bundle
Onboarding Performance Last 30 days
Avg. days
Completion
Completed
Step completion rates
Identity Verification98%
Document Upload91%
E-Signature74%
06 / Integrations

Fits into the stack you already run

Onboarding Express is built API-first, so it connects with your core banking system, CRM, and HRIS without forcing you to change how your team works.

REST API & webhooks
Full-featured API with webhook events for every workflow action. Connect any system with standard HTTP calls.
CRM & core banking connectors
Pre-built connectors for Salesforce, HubSpot, and leading core banking platforms. Data flows automatically.
SSO & identity provider support
SAML 2.0 and OAuth 2.0 compatible. Staff log in with existing credentials through your identity provider.
Onboarding Express E-Sign Express Complete Bundle
Connect your existing tools
Core Banking
CRM
SSO / IdP
Email
Cloud Storage
REST API
Our implementation team configures your integrations. No developer required on your end.
What Clients Say

Features that change how teams work

"The no-code form builder let our operations team build a KYC workflow in an afternoon. We didn't write a single line of code."

Head of Operations
Community Bank

"The analytics dashboard showed us exactly where clients were dropping off. We fixed one step and our completion rate jumped immediately."

VP of Digital Banking
Regional Credit Union

"Connecting to our core banking system took less than a week. The API documentation was clear and the implementation team was hands-on throughout."

Chief Technology Officer
Mortgage Lender
Ready When You Are

See every feature in action

Tell us about your institution and a product specialist will walk you through the exact features that matter most to your team.

SOC 2 Type II
256-bit Encryption
ESIGN & UETA Compliant
1 Business Day Response