Best Digital Customer Onboarding Software

How Many Digital Customer Onboarding Software Products Does G2 Track?

Total Products under this Category: 156

Category Stats (Oct 2026)

  • Average Rating: 4.53/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Microblink (+0.83%) - Among all products in this category, Microblink recorded the largest rating increase compared to last month

Last updated: October 12, 2026

How Does G2 Rank Digital Customer Onboarding Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 1,900+ Authentic Reviews
  • 156+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Digital Customer Onboarding Software

G2 Grid® for Digital Customer Onboarding Software plotting products by satisfaction and market presence

Highlighted products: Shufti, iDenfy, ComplyCube, PassFort Lifecycle, spektr, TeamSupport, Know Your Customer, and OnlineApplication.

Underlying data: [Grid® JSON](https://www.g2.com/categories/digital-customer-onboarding/grids.json?focus%5B%5D=shufti&focus%5B%5D=idenfy&focus%5B%5D=complycube&focus%5B%5D=passfort-lifecycle&focus%5B%5D=spektr&focus%5B%5D=teamsupport&focus%5B%5D=know-your-customer&focus%5B%5D=onlineapplication)

Shufti

Shufti is a Glocal Compliance Platform managing the full compliance lifecycle, onboarding, authentication, monitoring, and remediation, for every industry, region, and use case. Every model is built in-house (no aggregators, no third-party engines), deployable on SaaS, private cloud, or on-premise as data residency demands. The first European provider certified at iBeta PAD Level 3, Shufti is SOC 2 Type II, ISO 27001, PCI DSS, and GDPR compliant, trusted by 2,000+ organisations and a Leader in G2's 2026 Identity Verification and AML Grid Reports.

Average Rating: 4.5/5.0

Total Reviews: 154

How Do G2 Users Rate Shufti?

  • Ease of Use: 8.8/10 (Category avg: 9.0/10)
  • Quality of Support: 9.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Shufti?

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 73% Small, 24% Medium

What Do G2 Reviewers Say About Shufti?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Shufti Pro, finding it seamless and reliable for daily operations.
  • Users value the flexibility of onboarding journeys in Shufti, enabling seamless and compliant KYC processes effortlessly.
  • Users love the easy integrations with Shufti, enhancing their onboarding processes and workflow efficiency effortlessly.
  • Users appreciate the intuitive and flexible platform of Shufti, enabling seamless KYC processes and smooth onboarding experiences.
  • Users value Shufti for its flexible compliance solutions, enhancing control and efficiency in KYC/KYB processes.
Cons
  • Users experience occasional verification issues with Shufti, leading to delays and concerns about document validation strictness.
  • Users report an inefficient verification process with occasional fraud attempts due to accepting compromised documents.
  • Users find the complexity of Shufti necessitates strong planning and detailed understanding for effective implementation.
  • Users find the complex setup of Shufti challenging, requiring clarity and prior alignment for effective implementation.
  • Users have experienced false positives with Shufti, accepting damaged IDs and unable to detect deepfakes effectively.

What Are Recent G2 Reviews of Shufti?

What Are G2 Users Discussing About Shufti?

iDenfy

iDenfy is an identity verification, business verification, AML screening, and fraud prevention platform (KYC, KYB, AML) that helps businesses confirm who their customers are, screen them against regulatory watchlists, and detect fraud during onboarding and throughout the customer lifecycle. It is used by compliance, risk, and fraud teams that need to onboard users securely, meet KYC/AML obligations, and reduce fraud exposure across digital channels. Typical adopters include fintech, cryptocurrency, iGaming, e-commerce, online trading, healthcare, and transportation and sharing-economy platforms. Founded in 2017 and headquartered in Lithuania with a presence in theUnited States and the United Kingdom, iDenfy is a RegTech SaaS platform that combines automated checks with 24/7 review by an in-house team to improve accuracy on edge cases and reduce false rejections. Its data coverage includes government-issued documents from 200+ countries and territories, 70+ national digital ID (eID) schemes, 180+ company registries across more than 120 countries, and global sanctions, PEP, and adverse media sources. iDenfy holds ISO/IEC 27001:2022 certification and a SOC 2 Type II report, and supports GDPR and CCPA requirements. Key features and capabilities include: - Identity verification: document and biometric checks, including 3D liveness detection, face authentication, NFC chip reading, age verification and age estimation, and address verification from utility bills. - Business verification (KYB): UBO and company ownership discovery, company data crossmatch, EIN/TIN and Secretary of State lookups, credit bureau and financial reports, and perpetual KYB monitoring. - AML screening and ongoing monitoring: sanctions, politically exposed person, and adverse media screening with continuous re-screening and configurable risk scoring. - Fraud prevention: proxy and VPN detection, phone, email, and bank account verification, and criminal background checks. - Integration options: REST API, web iFrame, and mobile SDKs for iOS, Android, Flutter, and React Native, plus no-code options for WordPress, Shopify, WooCommerce, Magento, and Bubble, and connections to 5,000+ apps through Zapier. Because the checks are modular, organizations can enable only the verification, screening, and fraud prevention steps their risk profile and regulatory environment require, instead of deploying separate vendors for each. Common use cases include customer onboarding for financial institutions, age verification for regulated industries, seller and merchant verification for online marketplaces, and periodic re-verification for ongoing compliance.

Average Rating: 4.9/5.0

Total Reviews: 241

How Do G2 Users Rate iDenfy?

  • Ease of Use: 9.7/10 (Category avg: 9.0/10)
  • Quality of Support: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind iDenfy?

  • Seller: iDenfy
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Kaunas, Kauno
  • Twitter: @iDenfy
    2,462 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 69% Small, 28% Medium

What Do G2 Reviewers Say About iDenfy?

AI-generated summary from verified user reviews

Pros
  • Users value the verification efficiency of iDenfy, experiencing swift and accurate identity checks that streamline onboarding.
  • Users value the fraud prevention features of iDenfy, which streamline compliance and enhance client account safety.
  • Users value the high detection efficiency of iDenfy, ensuring accurate and swift verification with minimal false rejections.
  • Users appreciate the ease of use of iDenfy, highlighting its simple integration and seamless functionality.
  • Users value the efficient ID verification of iDenfy, appreciating its speed and accuracy for seamless onboarding.
Cons
  • Users experience verification issues due to blurry documents slowing down the process, leading to manual reviews.
  • Users report a slow verification process, particularly with poor quality documents leading to extended manual reviews.
  • Users often experience slow performance during peak periods, causing frustration with the system's responsiveness.
  • Users find the expensive pricing of iDenfy challenging, especially for small businesses with tight budgets.
  • Users express concerns about the insufficient information in documentation, leading to confusion and unclear setup guidance.

What Are Recent G2 Reviews of iDenfy?

What Are G2 Users Discussing About iDenfy?

ComplyCube

ComplyCube is a powerful all-in-one platform, designed to simplify cross-border compliance and build trust at scale. Trusted by Tier 1 financial institutions, rapidly-scaling fintechs, and innovative start-ups, ComplyCube's proprietary AI-powered solution unifies Identity Verification (IDV), Fraud Prevention, Age and Driver Verification, Know Your Customer (KYC), Business Verification (KYB), and Anti-Money Laundering (AML) into a single, scalable experience. ComplyCube leverages dynamic machine learning models and automated workflows, enabling businesses to acquire customers faster, comply with global AML/CFT regulations, and cut compliance costs. With complete support for real-time anti-money laundering screening, multi-bureau checks, and bespoke AML case management, ComplyCube empowers organizations to meet today’s complex compliance challenges with no coding knowledge required. Additionally, the company is fully compliant with eIDAS in Europe, NIST standards in the U.S., and has achieved the highest confidence level accreditation under the UK DIATF with the broadest coverage of identity profiles. ComplyCube is recognized as one of the best anti-money laundering software platforms available, having won “RegTech Partner of the Year” in both 2024 and 2025, and featured by TechTimes as one of the top KYC solution providers in the market.

Average Rating: 5.0/5.0

Total Reviews: 70

G2 Deal: ComplyCube

ComplyCube is the complete identity verification, Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance automation platform for regulated businesses. Secure your business against fraud, onboard customers faster, and streamline KYC & AML compliance all in one place.

Price: 14-Day Free Trial + 20% Off

View this exclusive G2 deal

How Do G2 Users Rate ComplyCube?

  • Ease of Use: 9.9/10 (Category avg: 9.0/10)
  • Quality of Support: 9.9/10 (Category avg: 8.9/10)

Who Is the Company Behind ComplyCube?

  • Seller: ComplyCube
  • Company Website:
  • HQ Location: London, England
  • Twitter: @ComplyCube
    3,492 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 59% Small, 23% Large

What Do G2 Reviewers Say About ComplyCube?

AI-generated summary from verified user reviews

Pros
  • Users find ComplyCube's ease of use essential, facilitating quick user verification and enhancing overall operational efficiency.
  • Users value the simplicity and reliability of ComplyCube’s fraud prevention tools for seamless compliance integration.
  • Users value the simplicity and reliability of ComplyCube for efficient identity verification and compliance management.
  • Users appreciate the reliability of ComplyCube's automated compliance tools, ensuring efficient and accurate verification processes.
  • Users value the excellent compliance tools of ComplyCube, ensuring easy, efficient adherence to regulations and streamlined processes.
Cons
  • Users note the poor customization options in ComplyCube, wishing for a more tailored experience to suit their needs.
  • Users express the desire for limited customization options in ComplyCube, wishing for more tailored verification processes.
  • Users find the complexity of advanced features in ComplyCube can be challenging, especially for non-experts initially.
  • Users find the learning difficulty significant, as unfamiliarity with tech makes it hard to utilize ComplyCube's features.
  • Users find the unclear information about ComplyCube's features can make the platform challenging to navigate initially.

What Are Recent G2 Reviews of ComplyCube?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

PassFort Lifecycle

PassFort, a Moody's Analytics company, is on a mission to transform the way compliance professionals work, breaking the compromise between compliance efficiency and great customer experiences in the fight against financial crime. Born in the cloud, PassFort’s SaaS solutions are defining a new wave of RegTech by enabling regulated financial services companies to manage risk, trust and compliance standards across customer relationships. PassFort’s magic is its ability to dynamically orchestrate KYC and AML workflows in a new way, so humans can be brought in and out of the process for high-value tasks that require analysis, judgement and decision-making. PassFort’s technology enables companies to rapidly onboard and monitor their customers at scale. Its low-to-no code solution thrives on complexity such as multiple customer types, multiple product lines and multi-jurisdictions; empowering compliance teams to be more efficient and to build trusted customer relationships globally.

Average Rating: 4.8/5.0

Total Reviews: 17

How Do G2 Users Rate PassFort Lifecycle?

  • Ease of Use: 9.6/10 (Category avg: 9.0/10)
  • Quality of Support: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind PassFort Lifecycle?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 53% Small, 41% Medium

What Are Recent G2 Reviews of PassFort Lifecycle?

What Are G2 Users Discussing About PassFort Lifecycle?

spektr

spektr builds AI agents that handle the manual work behind compliance. Teams still spend hours gathering information, cross-checking sources, verifying documents, and documenting decisions. So we came up with a solution. Our agents do that work - collecting and interpreting data, mapping structures, and surfacing risk - with full visibility into every step. All in one system, combining configurable processes with specialized AI agents. Teams stay in control, they just don’t have to do the groundwork themselves.

Average Rating: 4.8/5.0

Total Reviews: 22

How Do G2 Users Rate spektr?

  • Ease of Use: 9.3/10 (Category avg: 9.0/10)
  • Quality of Support: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind spektr?

  • Seller: spektr
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Copenhagen, DK
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 50% Medium, 27% Small

What Do G2 Reviewers Say About spektr?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Spektr, appreciating its intuitive and customizable interface for compliance processes.
  • Users praise the intuitive design of Spektr, allowing easy customization and seamless management of KYC/KYB processes.
  • Users value the intuitive and customizable experience of Spektr, enhancing their ability to manage KYC/KYB processes effortlessly.
  • Users appreciate the customization capabilities of Spektr, enabling intuitive setups for personalized compliance processes.
  • Users love the intuitive user interface of Spektr, making complex processes simple and customizable for everyone.
Cons
  • Users desire added functionality, specifically transaction monitoring capabilities, to enhance their experience with spektr.

What Are Recent G2 Reviews of spektr?

TeamSupport

TeamSupport takes you beyond the ticket to deliver the answers your customer, your team, and your business need. More than a ticket management tool, TeamSupport is a purpose-built AI customer success platform for growing B2B SaaS companies, where onboarding, support, and ongoing innovation are the keys to acquiring, growing, and retaining customer relationships. We focus on the actual use of your SaaS product — listening to the signals embedded in every onboarding call, every first-time question about a feature, and every persistent bug report. Those moments aren’t just support interactions; they’re a goldmine of product and customer insight. We ensure your customers are trained, guided through adoption, supported to get maximum value, and encouraged to expand their use. With our account-level insights and B2B-focused AI agent you can make better decisions, protect your customer base, and keep growing.

Average Rating: 4.4/5.0

Total Reviews: 877

How Do G2 Users Rate TeamSupport?

  • Ease of Use: 8.8/10 (Category avg: 9.0/10)
  • Quality of Support: 8.9/10 (Category avg: 8.9/10)

Who Is the Company Behind TeamSupport?

  • Seller: TeamSupport
  • Year Founded: 2008
  • HQ Location: Dallas, TX
  • Twitter: @TeamSupport
    13,505 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    63 employees on LinkedIn®
  • Phone: +1 (800) 596-2820

Who Uses This Product?

  • Who Uses This: Software Engineer, Software Developer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 44% Medium, 39% Small

What Do G2 Reviewers Say About TeamSupport?

AI-generated summary from verified user reviews

Pros
  • Users commend TeamSupport for its comprehensive feature set, enhancing efficiency and improving team collaboration and customer service.
  • Users find TeamSupport's interface easy to use, enhancing their efficiency and overall customer support experience.
  • Users appreciate the helpful support from TeamSupport, enhancing issue resolution and onboarding experiences significantly.
  • Users value the exceptional customer support of TeamSupport, noting its helpfulness, communication, and assistance during onboarding.
  • Users commend the automation capabilities of TeamSupport, enhancing communication and improving overall customer support efficiency.
Cons
  • Users find the search functionality lacking, struggling with irrelevant results and limited filtering options on tickets.
  • Users find the slow loading of TeamSupport frustrating, impacting efficiency during client interactions and ticket management.
  • Users experience ticketing issues with limitations on filtering, bulk edits, and UI responsiveness, impacting workflow efficiency.
  • Users find the search functionality inadequate, struggling to efficiently locate relevant tickets and manage bulk edits.
  • Users are facing a steep learning curve with TeamSupport, finding the interface less intuitive and challenging to navigate.

What Are Recent G2 Reviews of TeamSupport?

What Are G2 Users Discussing About TeamSupport?

Know Your Customer

Know Your Customer Limited is an award-winning RegTech company that specialises in next-generation business verification solutions for financial institutions and regulated organisations worldwide. The company’s mission is to revolutionise anti-money laundering compliance, client onboarding, and periodic review processes through customer-centric solutions and high-quality entity data. For teams facing inefficient client due diligence and onboarding, Know Your Customer Limited offers an intuitive digital compliance workspace that combines unmatched real-time registry data from over 140 countries, seamless integrations, and AI-powered smart automation. This streamlined approach transforms compliance functions, allowing clients to customise their solutions by selecting only the functionalities they require, all accessible via a robust REST API. Founded in Hong Kong in 2015, Know Your Customer Limited has established a local presence in Singapore, Malaysia, Dublin, London, and Malaysia. The company has built a global customer base of over 100 enterprise and SME clients and more than 1,000 active users across 11 sectors and 18 jurisdictions, including: 4 out of the top 10 Tier-One banks in Hong Kong 2 out of the top 3 Tier-One banks in Singapore 2 virtual banks Numerous digital payment firms In 2023, Know Your Customer Limited’s solution was incorporated into the Hong Kong Monetary Authority's (HKMA) Commercial Data Interchange (CDI), becoming an official data partner. This partnership enables more efficient financial intermediation within the banking system and enhances financial inclusion in Hong Kong. https://www.knowyourcustomer.com/

Average Rating: 4.3/5.0

Total Reviews: 13

How Do G2 Users Rate Know Your Customer?

  • Ease of Use: 9.4/10 (Category avg: 9.0/10)
  • Quality of Support: 9.1/10 (Category avg: 8.9/10)

Who Is the Company Behind Know Your Customer?

  • Seller: Know Your Customer
  • Year Founded: 2015
  • HQ Location: Wan Chai, HK
  • Twitter: @KYC_Ltd
    1,337 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 43% Small, 36% Large

What Do G2 Reviewers Say About Know Your Customer?

AI-generated summary from verified user reviews

Pros
  • Users find Know Your Customer very easy to use, streamlining customer onboarding and enhancing transaction insights.
  • Users commend the ease of ID verification with Know Your Customer, enhancing digital onboarding and transaction insight.
  • Users find the onboarding process effortless, enabling effective digital customer integration and comprehensive KYC management.
  • Users value the ease of use of Know Your Customer, enhancing digital onboarding and customer transaction insights.

What Are Recent G2 Reviews of Know Your Customer?

OnlineApplication

Ireland's digital loan origination system for mortgage brokers Trusted by 70+ broker firms and 800 users across Ireland, with €5.88 billion in applications processed in H1 2026 alone. OA Mortgages is a cloud-based loan origination and case management platform built specifically for Irish mortgage brokers. Submit Applications directly to Ireland's leading lenders — including Bank of Ireland, Haven, Nua Money, Avant Money & Capital Flow. Digitise you entire mortgages buisness in just 5 days. Interested to know more? Write to us at sc@onlineapplication.io

Average Rating: 4.7/5.0

Total Reviews: 26

How Do G2 Users Rate OnlineApplication?

  • Ease of Use: 9.3/10 (Category avg: 9.0/10)
  • Quality of Support: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind OnlineApplication?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 93% Small, 4% Medium

What Are Recent G2 Reviews of OnlineApplication?

What Are G2 Users Discussing About OnlineApplication?

Temenos Infinity

Temenos Infinity is the platform for business transformation that helps financial institutions to accelerate their digital transformation initiatives, bringing world-class front and middle office transactional capabilities. It enables financial institutions to reimagine the way that they engage with their customers – through both digital and physical channels – creating a consistent and seamless experience.

Average Rating: 4.5/5.0

Total Reviews: 13

How Do G2 Users Rate Temenos Infinity?

  • Ease of Use: 9.4/10 (Category avg: 9.0/10)
  • Quality of Support: 7.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Temenos Infinity?

  • Seller: Temenos
  • Year Founded: 2000
  • HQ Location: Geneva, Switzerland
  • Twitter: @Temenos
    11,658 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Banking, Financial Services
  • Company Size: 69% Large, 31% Medium

What Are Recent G2 Reviews of Temenos Infinity?

What Are G2 Users Discussing About Temenos Infinity?

FPT.AI

FPT.AI is a comprehensive AI platform for business, aiming to elevate customer experience, increase productivity, improve employee experience, and optimize operating expenses. Established in 2017, FPT.AI offers a comprehensive AI platform with 05 inclusive solutions: Conversational AI, AI Contact Center Enhancement, Digital Customer Onboarding, Intelligent Document Processing, and AI Mentor. Currently, FPT.AI has empowered over 1000 enterprises in 15 countries to increase 67% productivity and save 40% operating costs, along with 10220 virtual assistants that are automating 200M+ interactions per month, serving more than 20 million end-users.

Average Rating: 4.6/5.0

Total Reviews: 42

How Do G2 Users Rate FPT.AI?

  • Ease of Use: 9.1/10 (Category avg: 9.0/10)
  • Quality of Support: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind FPT.AI?

  • Seller: FPT.AI
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Hanoi, VN
  • Twitter: @fpt_ai
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 45% Medium, 40% Small

What Do G2 Reviewers Say About FPT.AI?

AI-generated summary from verified user reviews

Pros
  • Users find FPT.AI's platform to be intuitive and easy to navigate, making it accessible even for non-technical users.
  • Users appreciate the easy integrations of FPT.AI, enabling swift implementation and seamless tech stack alignment.
  • Users appreciate the comprehensive AI solutions of FPT.AI, enhancing customer interactions through an easy-to-use interface.
  • Users commend FPT.AI for its impressive conversational accuracy, enhancing natural language understanding and user experience.
  • Users appreciate the user-friendly API integration of FPT.AI, facilitating quick deployment and ease of use.
Cons
  • Users report limited customization and language support, hindering effective conversation management and brand alignment.
  • Users find the platform customization complex, making the setup process challenging and time-consuming.
  • Users note that the cost limitations of FPT.AI create barriers for small businesses seeking advanced features.
  • Users find the difficult installation process time-consuming and challenging, especially for those without technical knowledge.
  • Users highlight documentation issues that lead to delays and difficulties in implementing newer features effectively.

What Are Recent G2 Reviews of FPT.AI?

Dotfile

Dotfile is a global KYB/KYC orchestration platform for financial institutions and fintechs. It connects 60+ data providers across corporate registries, AML screening, identity verification and fraud detection into a single workflow, replacing fragmented tooling with one platform that onboards, verifies and monitors counterparties anywhere in the world. API-first and AI-native, Dotfile's AI agents pre-investigate every case before an analyst opens it, resolving 94% of false positives automatically, cutting case review time by 12x and mapping complex ownership structures across 150M+ entities. Every decision is fully explained and audit-ready. Compliance teams spend less time on data entry and more time on decisions that actually need a human.

Average Rating: 4.4/5.0

Total Reviews: 15

How Do G2 Users Rate Dotfile?

  • Ease of Use: 8.6/10 (Category avg: 9.0/10)
  • Quality of Support: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Dotfile?

  • Seller: Dotfile
  • HQ Location: Paris, FR
  • Twitter: @DotfileApp
    69 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 73% Small, 13% Medium

What Are Recent G2 Reviews of Dotfile?

Under.io

Under.io is a software platform that helps financial services companies upgrade how they onboard their customers. Our product includes an online application builder, online form builder, electronic signature, mass document collection, and full underwriting capabilities. Our underwriting tools include KYC, KYB, Bank, and credit checks—finally, a form builder loved by sales, operations, and underwriting teams.

Average Rating: 4.9/5.0

Total Reviews: 13

How Do G2 Users Rate Under.io?

  • Ease of Use: 9.6/10 (Category avg: 9.0/10)
  • Quality of Support: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Under.io?

  • Seller: Under.io
  • Year Founded: 2019
  • HQ Location: Charlotte, NC
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 92% Small, 8% Medium

What Do G2 Reviewers Say About Under.io?

AI-generated summary from verified user reviews

Pros
  • Users find Under.io's easy editing features streamline forms, signatures, and onboarding, enhancing overall efficiency and user experience.
  • Users appreciate the efficiency of e-signatures with Under.io, streamlining processes and improving digital onboarding significantly.
  • Users appreciate the effortless electronic signatures feature of Under.io, streamlining processes and saving valuable time.
  • Users highlight the speed of onboarding with Under.io, appreciating quick team responses and seamless integration.
  • Users value the time-saving features of Under.io, streamlining onboarding and document management effortlessly.
Cons
  • Users express frustration with client difficulties due to limited insurance company integrations, hindering workflow efficiency.
  • Users mention a noticeable learning curve with Under.io, particularly for those unfamiliar with KYC/KYB processes.
  • Users are frustrated by the lack of integration with various insurance companies, limiting the platform's potential benefits.
  • Users feel frustrated by the missing functionalities related to insurance company integration, hindering efficiency in the industry.

What Are Recent G2 Reviews of Under.io?

Docupace

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. The company was recently named to the WealthTech 100, WealthTech 100, a listing of the top-most innovative wealthtech companies in the world, for the second straight year and was named Wealthtech Firm of the Year by Wealth Solutions Report. Docupace was a finalist in two categories for WealthManagement.com’s 2022 “Wealthie” Awards and PreciseFP was the 2021 winner in the client onboarding solution category. The company was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020.

Average Rating: 3.6/5.0

Total Reviews: 26

How Do G2 Users Rate Docupace?

  • Ease of Use: 6.4/10 (Category avg: 9.0/10)
  • Quality of Support: 5.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Docupace?

  • Seller: PreciseFP
  • Year Founded: 2007
  • HQ Location: Holmdel, New Jersey
  • Twitter: @precisefp
    1,146 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 52% Small, 33% Medium

What Do G2 Reviewers Say About Docupace?

AI-generated summary from verified user reviews

Pros
  • Users value the secure cloud-based technology of Docupace, which streamlines workflows and improves document management efficiency.
  • Users value the effective content management offered by Docupace, improving workflow and document handling in financial services.
  • Users value the secure cloud-based data storage of Docupace, enhancing their document management efficiency and workflow.
  • Users value the enhanced document management of Docupace, benefiting from streamlined workflows in a secure cloud environment.
  • Users value the workflow efficiency of Docupace, benefiting from streamlined processes and improved document management.
Cons
  • Users find the complex implementation of Docupace challenging, especially for those unfamiliar with its features.
  • Users find Docupace's platform has a complex workflow, making it difficult to navigate for newcomers.
  • Users find the steep learning curve of Docupace's platform complex and challenging for newcomers to navigate.
  • Users find the steep learning curve of Docupace challenging, making navigation difficult for newcomers.
  • Users find the steep learning curve of Docupace's platform to be complex and challenging for new users.

What Are Recent G2 Reviews of Docupace?

What Are G2 Users Discussing About Docupace?

Footprint Identity Verification

Footprint provides a comprehensive onboarding solution that helps company collect, verify and store sensitive customer information. The entire suite is built around a no-code rules engine, that helps companies boost their onboarding conversion, while catching more fraud. Footprint handles KYC, KYB, Fraud Prevention and Data Storage.

Average Rating: 5.0/5.0

Total Reviews: 10

How Do G2 Users Rate Footprint Identity Verification?

  • Ease of Use: 9.7/10 (Category avg: 9.0/10)
  • Quality of Support: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Footprint Identity Verification?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 90% Small, 10% Medium

What Do G2 Reviewers Say About Footprint Identity Verification?

AI-generated summary from verified user reviews

Pros
  • Users highlight the responsive customer support of Footprint Identity Verification, enhancing their integration and overall experience.
  • Users value the flexibility of Footprint Identity Verification, appreciating seamless onboarding and responsive support throughout integration.
  • Users highlight the exceptional reliability of Footprint, with seamless integration and no issues reported.
  • Users find Footprint Identity Verification to have intuitive and easy-to-use features, making customer onboarding seamless and reliable.
  • Users love the easy integrations of Footprint Identity Verification, appreciating the quick setup and excellent support.
Cons
  • Users experience system errors that can disrupt the verification process, reflecting typical growing pains of a newer product.
  • Users report technical issues with Footprint Identity Verification, acknowledging some expected growing pains during usage.

What Are Recent G2 Reviews of Footprint Identity Verification?

Parallel

Parallel is the End-to-End AML Software for KYC , Screening & Risk Scoring

Average Rating: 4.8/5.0

Total Reviews: 32

How Do G2 Users Rate Parallel?

  • Ease of Use: 9.5/10 (Category avg: 9.0/10)
  • Quality of Support: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Parallel?

Who Uses This Product?

  • Top Industries: Legal Services
  • Company Size: 53% Small, 34% Medium

What Do G2 Reviewers Say About Parallel?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Parallel, appreciating its intuitive interface and customization options.
  • Users value the customization options of Parallel, allowing tailored solutions to fit their specific organizational needs.
  • Users praise the responsive customer support of Parallel, enhancing their experience and fostering a sense of community.
  • Users value the seamless integrations of Parallel, allowing effortless connections with existing organizational software.
  • Users value the intuitive interface of Parallel, making onboarding seamless and enhancing overall user experience.
Cons
  • Users find that communication issues arise from lengthy notifications regarding non-compliant parts, impacting clarity and efficiency.
  • Users desire additional templates and are hopeful for a dedicated e-signature feature in future updates.
  • Users desire more templates and hope for a developed e-signature feature to enhance functionality.

What Are Recent G2 Reviews of Parallel?

What Are G2 Users Discussing About Parallel?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024