(Parallel lifetime deal $79) Automate customer onboarding with centralized, secure document management.
You’d have more success herding sheep than getting customers to complete their onboarding documentation by the deadline.
The process of manually onboarding clients takes far too long and involves far too many email threads when your back office crew is doing it.
What if you could use a safe document management platform to automate all the paperwork and build adaptable internal workflows?
By utilizing seamless document management, secure client portals, and defined workflows, Parallel enables you to streamline back-office onboarding.
You have all you need with Parallel to simplify back-office onboardings and expand your client or customer base.
Create dynamic checklists from scratch or start with customizable templates for procedures like KYC regulations, NDAs, and SEPA standards.
You may still add your own form fields and create conditional decision steps using visual, no-code text blocks even while utilizing templates.
All the necessary documentation and an introductory email are included in templates, making it simple to submit papers to your client.