Best Digital Customer Onboarding Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Digital Customer Onboarding category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Digital Customer Onboarding to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Digital Customer Onboarding category.

In addition to qualifying for inclusion in the Digital Customer Onboarding Software category, to qualify for inclusion in the Small Business Digital Customer Onboarding Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More
Show Less

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

1 filter applied
Clear All

4 Listings in Small Business Digital Customer Onboarding Available

(226)4.9 out of 5
Optimized for quick response
Entry Level Price:Starting at $0.55
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    iDenfy is an identity verification, business verification, anti-money laundering and fraud prevention platform (KYC, KYB, AML) that helps businesses verify identities, detect fraudulent activity, and

    Users
    • CEO
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 64% Small-Business
    • 26% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • iDenfy is a verification platform that provides AML screening, PEP checks, and adverse media filtering, along with real-time alerts and flexible API for custom workflows.
    • Users like the platform's ability to reduce onboarding abandonment rates, decrease average verification time, and support custom workflows, along with its clear API documentation and global document support.
    • Users reported that the product can be difficult to navigate for inexperienced compliance teams, the pricing can get expensive as usage scales, and certain less common ID formats can trigger a manual review, extending the verification time.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • iDenfy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Verification Efficiency
    90
    Fraud Prevention
    47
    Detection Efficiency
    45
    Ease of Use
    40
    ID Verification
    40
    Cons
    Verification Issues
    28
    Slow Verification
    14
    Slow Performance
    13
    Expensive
    12
    Insufficient Information
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • iDenfy features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 9.0
    9.6
    Quality of Support
    Average: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    iDenfy
    Company Website
    Year Founded
    2017
    HQ Location
    Kaunas, Kauno
    Twitter
    @iDenfy
    2,467 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

iDenfy is an identity verification, business verification, anti-money laundering and fraud prevention platform (KYC, KYB, AML) that helps businesses verify identities, detect fraudulent activity, and

Users
  • CEO
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 64% Small-Business
  • 26% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • iDenfy is a verification platform that provides AML screening, PEP checks, and adverse media filtering, along with real-time alerts and flexible API for custom workflows.
  • Users like the platform's ability to reduce onboarding abandonment rates, decrease average verification time, and support custom workflows, along with its clear API documentation and global document support.
  • Users reported that the product can be difficult to navigate for inexperienced compliance teams, the pricing can get expensive as usage scales, and certain less common ID formats can trigger a manual review, extending the verification time.
iDenfy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Verification Efficiency
90
Fraud Prevention
47
Detection Efficiency
45
Ease of Use
40
ID Verification
40
Cons
Verification Issues
28
Slow Verification
14
Slow Performance
13
Expensive
12
Insufficient Information
8
iDenfy features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 9.0
9.6
Quality of Support
Average: 8.9
Seller Details
Seller
iDenfy
Company Website
Year Founded
2017
HQ Location
Kaunas, Kauno
Twitter
@iDenfy
2,467 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
(67)5.0 out of 5
Optimized for quick response
1st Easiest To Use in Digital Customer Onboarding software
20% Off: 14-Day Free Trial + 20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Computer Software
    Market Segment
    • 58% Small-Business
    • 24% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • ComplyCube is a product that offers global checks, robust coverage, and comprehensive solutions for know your customer processes, onboarding, and verification.
    • Reviewers frequently mention the product's quick and reliable features, user-friendly interface, and the ease of integration, which make verifying users simple and provide peace of mind, and they also appreciate the product's assistance with customer identification and the enhancement of their financial security.
    • Reviewers noted that while ComplyCube works well, it could offer more options to customize the verification process and clearer guidance on some features, and some advanced features take extra time to understand, and the interface can feel slightly busy during the first days of use.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ComplyCube Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Fraud Prevention
    18
    Identity Verification
    17
    Reliability
    17
    Compliance
    16
    Cons
    Poor Customization
    6
    Limited Customization
    5
    Complexity
    3
    Learning Difficulty
    3
    Unclear Information
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ComplyCube features and usability ratings that predict user satisfaction
    9.9
    Ease of Use
    Average: 9.0
    9.9
    Quality of Support
    Average: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    London, England
    Twitter
    @ComplyCube
    3,509 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Computer Software
Market Segment
  • 58% Small-Business
  • 24% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • ComplyCube is a product that offers global checks, robust coverage, and comprehensive solutions for know your customer processes, onboarding, and verification.
  • Reviewers frequently mention the product's quick and reliable features, user-friendly interface, and the ease of integration, which make verifying users simple and provide peace of mind, and they also appreciate the product's assistance with customer identification and the enhancement of their financial security.
  • Reviewers noted that while ComplyCube works well, it could offer more options to customize the verification process and clearer guidance on some features, and some advanced features take extra time to understand, and the interface can feel slightly busy during the first days of use.
ComplyCube Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Fraud Prevention
18
Identity Verification
17
Reliability
17
Compliance
16
Cons
Poor Customization
6
Limited Customization
5
Complexity
3
Learning Difficulty
3
Unclear Information
3
ComplyCube features and usability ratings that predict user satisfaction
9.9
Ease of Use
Average: 9.0
9.9
Quality of Support
Average: 8.9
Seller Details
Company Website
HQ Location
London, England
Twitter
@ComplyCube
3,509 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
(13)4.9 out of 5
2nd Easiest To Use in Digital Customer Onboarding software
Entry Level Price:Starting at $49.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 92% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Under.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Customer Support
    3
    Easy Editing
    3
    Easy Setup
    3
    Efficiency
    3
    Cons
    Client Difficulties
    1
    Learning Curve
    1
    Missing Features
    1
    Missing Functionalities
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Under.io features and usability ratings that predict user satisfaction
    9.6
    Ease of Use
    Average: 9.0
    10.0
    Quality of Support
    Average: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Under.io
    Year Founded
    2019
    HQ Location
    Charlotte, NC
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
Market Segment
  • 92% Small-Business
  • 8% Mid-Market
Under.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Customer Support
3
Easy Editing
3
Easy Setup
3
Efficiency
3
Cons
Client Difficulties
1
Learning Curve
1
Missing Features
1
Missing Functionalities
1
Under.io features and usability ratings that predict user satisfaction
9.6
Ease of Use
Average: 9.0
10.0
Quality of Support
Average: 8.9
Seller Details
Seller
Under.io
Year Founded
2019
HQ Location
Charlotte, NC
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    We are a saas mortgage platform that allows banks, lenders and brokers to deliver rapid origination mixed with the important elements of the process - compliance, AML/KYC, AI driven decisioning, credi

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 96% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OnlineApplication features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 9.0
    9.8
    Quality of Support
    Average: 8.9
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    Dublin 1, IE
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

We are a saas mortgage platform that allows banks, lenders and brokers to deliver rapid origination mixed with the important elements of the process - compliance, AML/KYC, AI driven decisioning, credi

Users
No information available
Industries
  • Financial Services
Market Segment
  • 96% Small-Business
OnlineApplication features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 9.0
9.8
Quality of Support
Average: 8.9
Seller Details
Year Founded
2020
HQ Location
Dublin 1, IE
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®