# Best Digital Customer Onboarding Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Digital customer onboarding software manages the client onboarding process for financial services companies. Financial institutions leverage these tools to provide their customers with a streamlined, digital process for signing up for financial services. The software captures customer data, verifies customer documents, runs that data through a KYC/AML check, creates customer accounts, and facilitates user adoption. Additionally, the solutions provide identity verification functionality to ensure compliance with know your customer (KYC) and anti-money laundering (AML) regulations. Solutions in this category orchestrate customer onboarding journeys, automating the onboarding process for financial institutions from end to end. Some digital customer onboarding tools use AI-powered features to secure live proof of document possession by capturing a selfie with the users’ face and official document, usually a government-issued ID, to verify possession. In addition, digital customer onboarding software typically integrates with [digital banking platforms](https://www.g2.com/categories/digital-banking-platforms) and core [banking software](https://www.g2.com/categories/banking). Regulatory compliance is an integral part of the onboarding process for financial services, so these solutions contain prebuilt rules that can be updated as required to ensure adherence to the wide array of financial services regulations. Digital customer onboarding solutions ensure regulatory compliance financial regulations which include KYC, AML/CTF, FATCA, CRS, Dodd-Frank, EMIR, and MiFID II. To qualify for inclusion in the digital customer onboarding software category, a product must: - Comply with know your customer (KYC) regulations - Provide a client interface for onboarding - Allow users to orchestrate customer onboarding journeys - Be designed primarily for use in financial services - Include identity verification functionality ## How Many Digital Customer Onboarding Software Products Does G2 Track? **Total Products under this Category:** 135 ### Category Stats (May 2026) - **Average Rating**: 4.52/5 (↓0.01 vs Apr 2026) - **New Reviews This Quarter**: 17 - **Buyer Segments**: Small-Business 52% │ Mid-Market 48% - **Top Trending Product**: spektr (+0.037) *Last updated: May 25, 2026* ## How Does G2 Rank Digital Customer Onboarding Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,700+ Authentic Reviews - 135+ 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. ## Which Digital Customer Onboarding Software Is Best for Your Use Case? - **Leader:** [iDenfy](https://www.g2.com/products/idenfy/reviews) - **Highest Performer:** [TeamSupport](https://www.g2.com/products/teamsupport/reviews) - **Easiest to Use:** [ComplyCube](https://www.g2.com/products/complycube/reviews) - **Top Trending:** [ComplyCube](https://www.g2.com/products/complycube/reviews) - **Best Free Software:** [iDenfy](https://www.g2.com/products/idenfy/reviews) --- **Sponsored** ### BNTouch Mortgage CRM BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117 Contact Details: BNTouch https://bntouch.com Founded in 2004 Located in the United States [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2352&secure%5Bdisplayable_resource_id%5D=1541&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=393&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=66318&secure%5Bresource_id%5D=2352&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fdigital-customer-onboarding%3Fpage%3D2&secure%5Btoken%5D=75b9702358865d10d6754317b92fb74bce73db9cc332258c7bae1baf294af453&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Digital Customer Onboarding Software Products in 2026? ### 1. [Pascal](https://www.g2.com/products/pascal/reviews) Pascal is a sophisticated AI-powered risk-based Know Your Customer (KYC) and Anti-Money Laundering (AML) screening and monitoring platform designed to assist businesses in navigating the complexities of compliance assessments. You can set up daily, weekly, monthly, quarterly or yearly monitoring. Using Vartion's artificial intelligence technology, Pascal provides organisations with the tools necessary to conduct thorough compliance checks with remarkable speed and accuracy. This platform is tailored for businesses that require efficient and reliable compliance solutions to meet regulatory standards. Targeted primarily at financial institutions, fintech companies, and other organisations that must adhere to stringent regulatory requirements, Pascal addresses specific use cases such as customer onboarding, transaction monitoring, and ongoing compliance assessments. The platform's AI-driven search engine meticulously scans contacts and associated entities against sanctions lists, Politically Exposed Persons (PEP) lists, and adverse media articles, facilitating the swift identification and mitigation of compliance risks. This capability is essential for organizations looking to maintain regulatory compliance while minimizing operational disruptions. Key features of Pascal include streamlined compliance checks that eliminate cumbersome paperwork, allowing for real-time KYC and Customer Due Diligence (CDD) verifications. The intelligent screening capabilities utilise AI to rapidly identify risks from various sources, ensuring that businesses can act promptly on potential compliance issues. Additionally, Pascal offers cost-effective pricing models that make compliance accessible to organisations of all sizes, reinforcing the notion that safeguarding operations should be a fundamental right rather than a luxury. Seamless integration with existing systems, such as Microsoft Azure, enhances the user experience by allowing for swift deployment without disrupting workflows. The platform also simplifies the onboarding process for clients, providing all necessary steps in one convenient location. Furthermore, Pascal enables pre-event transaction monitoring, allowing businesses to screen transactions before they occur and customise onboarding forms to streamline the approval process. Pascal stands out in the compliance landscape by offering a future-proof approach that adapts to emerging trends and evolving regulatory needs. The platform enhances operational efficiency, allowing organizations to focus on growth while ensuring compliance. With flexible pricing options, including free plans and paid subscriptions with full functionality, Pascal provides exceptional value to its users. The commitment to outstanding customer support ensures that businesses can rely on a dedicated team for assistance, making Pascal not just a compliance tool but a trusted partner in achieving regulatory excellence. **Average Rating:** 4.5/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Pascal?** - **Ease of Use:** 8.7/10 (Category avg: 9.0/10) - **Quality of Support:** 9.7/10 (Category avg: 8.9/10) **Who Is the Company Behind Pascal?** - **Seller:** [Vartion](https://www.g2.com/sellers/vartion) - **Year Founded:** 2018 - **HQ Location:** Amsterdam, NL - **LinkedIn® Page:** https://www.linkedin.com/company/vartion/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 90% Small-Business, 10% Mid-Market #### What Are Pascal's Pros and Cons? **Pros:** - Compliance (1 reviews) - Comprehensive Coverage (1 reviews) - Integration Experience (1 reviews) - Onboarding (1 reviews) - Performance Efficiency (1 reviews) ### 2. [Speedy DD](https://www.g2.com/products/speedy-dd/reviews) SpeedyDD is a KYB onboarding and compliance management platform built for regulated businesses that need to onboard clients/merchants fast without losing compliance control. It helps teams automate KYB onboarding, centralise compliance documentation, and stay continuously audit-ready. Designed for fintechs, payment institutions, corporate service providers, and iGaming operators, SpeedyDD replaces fragmented, manual processes with structured, risk-based workflows. Teams can collect and verify client information, manage KYB/KYC requirements, track document expiry, and maintain complete audit trails—all in one place. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Speedy DD?** - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Quality of Support:** 9.7/10 (Category avg: 8.9/10) **Who Is the Company Behind Speedy DD?** - **Seller:** [Speedy DD](https://www.g2.com/sellers/speedy-dd) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/speedy-dd/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 40% Mid-Market ### 3. [Fino](https://www.g2.com/products/fino/reviews) Fino Payments Bank the Digital Banking Partner for millions of Indians. #Hamesha Our phygital network comprises 6.41 L banking outlets and 197 branches. Our customer service points covering 94% of India’s districts making us truly India’s very own Local National Bank. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Fino?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Fino?** - **Seller:** [Fino Paytech Ltd.](https://www.g2.com/sellers/fino-paytech-ltd) - **Year Founded:** 2017 - **HQ Location:** Navi Mumbai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/fino (5,790 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 50% Enterprise ### 4. [Fluidworks](https://www.g2.com/products/fluidworks/reviews) A human-like onboarding agent that talks and navigates your UI for users. Fluidworks is a voice-guided, interactive onboarding agent that lives inside your product. Users speak in plain language, and the agent answers, clicks, and navigates the UI on screen to show exactly what to do. It feels like a helpful teammate inside the app: it can open the right page, highlight the next step, explain the “why,” and complete simple actions to move users forward. Trained on your UI, use cases, and real customer questions, Fluidworks adapts to each user’s role and stage. It combines conversation with hands-on control, so people do not hunt for buttons or fight through static checklists. The result is faster activation, fewer support tickets, and less drop-off at key moments. Why teams choose Fluidworks over tooltips: Dynamic, not linear. Guidance adjusts mid-session to what the user is trying to do. Conversational. It answers “what if” and “why” in context. Actionable. It physically drives the UI to demonstrate and help complete tasks. Continuous. It learns from actual sessions instead of waiting on manual updates. Give users the shortest path from “now what” to “got it,” right inside your product. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Fluidworks?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Fluidworks?** - **Seller:** [Fluidworks](https://www.g2.com/sellers/fluidworks) - **Year Founded:** 2023 - **HQ Location:** Seattle, US - **LinkedIn® Page:** https://www.linkedin.com/company/fluidworkai (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 5. [Griffin](https://www.g2.com/products/griffin/reviews) Griffin is a new wholesale ("infrastructure"‚ã) challenger bank in the UK. We provide a technology platform to fintechs that need custodial accounts and access to interbank payments. All of our technical systems are built from scratch, enabling us to move faster than existing banks burdened by legacy tech. We also provide fully integrated compliance solutions so that our clients can satisfy KYC and AML requirements in real time. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Griffin?** - **Ease of Use:** 7.5/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Griffin?** - **Seller:** [Griffin Bank Ltd](https://www.g2.com/sellers/griffin-bank-ltd) - **HQ Location:** London, GB - **Twitter:** @griffinbank (382 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/griffin-bank/ (132 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 6. [Lumin Digital](https://www.g2.com/products/lumin-digital/reviews) Lumin Digital’s purpose-built, cloud-native digital banking platform is designed to help financial institutions compound growth, not just modernize existing operations. This solution caters to a wide range of users, including credit unions and retail and commercial banks, by providing tools that enhance user engagement, streamline operations, and optimize service delivery. With its unified intelligence that compounds across a lifecycle, Lumin enables financial institutions to produce measurable outcomes over time, not just anticipate what a member might need in the next moment. The target audience for Lumin includes financial institutions looking to modernize their digital offerings to stay structurally ahead of the competition. . The platform is particularly beneficial for organizations aiming to optimize outcomes by way of increased wallet share and loan portfolio growth. AI intelligence that’s embedded from the ground up learns continuously from every member interaction across a shared identity layer to accelerate intelligence, not isolate predictions. Key features of Lumin include a micro-service architecture that promotes scalability and flexibility, allowing banks to integrate new functionalities without significant downtime. The platform boasts a 99.999% uptime guarantee, ensuring that services remain reliable and uninterrupted. Additionally, Lumin offers a comprehensive suite of digital banking products, including retail and commercial banking solutions, digital account opening, and a robust admin and support portal. These features collectively enable financial institutions to optimize their operations and enhance customer engagement. Lumin’s commitment to continuous improvement is evident through its weekly updates and the introduction of new features, all delivered without service interruptions. The platform's integration framework and data security measures further enhance its value, providing financial institutions with the peace of mind needed to focus on their core operations. By utilizing Lumin, financial institutions get structured, actionable data to attract users, deepen engagement, and lock in retention across the full digital lifecycle. The longer a financial institution runs on Lumin, the more value the system compounds for the institution and the people it serves. **Average Rating:** 4.7/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Lumin Digital?** - **Ease of Use:** 9.3/10 (Category avg: 9.0/10) - **Quality of Support:** 9.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Lumin Digital?** - **Seller:** [Lumin Digital](https://www.g2.com/sellers/lumin-digital) - **Company Website:** https://www.lumindigital.com/ - **Year Founded:** 2016 - **HQ Location:** San Ramon, CA - **LinkedIn® Page:** https://www.linkedin.com/company/lumindigital (285 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Banking, Financial Services - **Company Size:** 90% Mid-Market, 7% Small-Business ### 7. [Online Account Opening Software](https://www.g2.com/products/online-account-opening-software/reviews) Newgen’s Online Account Opening Software, built on AI-first low-code platform, helps banks onboard customers faster with a simple, guided, and fully digital journey across branch, online, and mobile channels. The product auto-fills forms using uploaded documents, captures signatures, and enables easy document upload through phone or tablet. Applicants can pause and resume anytime, while banks track every application through real-time dashboards. The software supports instant funding, validates information through third-party checks, and flags issues automatically. Built-in notifications keep applicants updated, while configurable workflows help teams review, verify, and approve requests quickly. With consistent experiences across products and channels, banks reduce manual effort, improve accuracy, and enable account opening within minutes. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Online Account Opening Software?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Online Account Opening Software?** - **Seller:** [Newgen](https://www.g2.com/sellers/newgen) - **Year Founded:** 1992 - **HQ Location:** Mclean, VA - **Twitter:** @newgensoftware (3,367 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/newgen (5,283 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 8. [Relay Network](https://www.g2.com/products/relay-network/reviews) Relay is a secure content delivery channel that enables enterprises to reach and drive customers to action through a personalized, mobile experience, without requiring a login or download. By combining SMS with feed technology, Relay delivers tailored, action-oriented content directly to each customer in a scrolling feed, driving better outcomes across industries like healthcare, financial services, insurance, and life sciences. **Average Rating:** 4.3/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Relay Network?** - **Ease of Use:** 8.5/10 (Category avg: 9.0/10) - **Quality of Support:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Relay Network?** - **Seller:** [Relay Network](https://www.g2.com/sellers/relay-network) - **Company Website:** https://www.relaynetwork.com - **Year Founded:** 2010 - **HQ Location:** Radnor, PA - **LinkedIn® Page:** https://www.linkedin.com/company/842135/ (107 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Pharmaceuticals - **Company Size:** 67% Enterprise, 33% Mid-Market #### What Are Relay Network's Pros and Cons? **Pros:** - Customer Support (6 reviews) - Helpful (5 reviews) - Customer Satisfaction (4 reviews) - Communication (3 reviews) - Communication Efficiency (3 reviews) **Cons:** - Missing Features (4 reviews) - Incomplete Data (2 reviews) - Insufficient Features (2 reviews) - Not User-Friendly (2 reviews) - Poor Customer Support (2 reviews) ### 9. [Toqio](https://www.g2.com/products/toqio-toqio/reviews) Why develop your own financial tech from scratch? There’s a much smarter way to do fintech. Bring us your solution, and we’ll bring everything else - applications, web, hosting, and partnersOur white label digital finance SaaS lets you quickly launch and monetise new solutions for your customers. Toqio helps banks, fintech, and corporates to bring innovative new solutions to market. Our flexibility allows our clients to launch highly specific use cases on a single, shared infrastructure. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Toqio?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Toqio?** - **Seller:** [Toqio Fintech Ltd](https://www.g2.com/sellers/toqio-fintech-ltd) - **Year Founded:** 2019 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/toqiofintech/ (56 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 10. [Unit](https://www.g2.com/products/unit/reviews) Unit is the leading embedded finance platform helping software companies launch a financial hub that gives customers access to working capital, money management, and accounts payable tools. Unit’s Ready-to-Launch solution is the easiest way to increase retention and earn revenue - with zero build and fully managed risk operations, customer support, and adoption playbooks. Companies like Wix, Bill.com, Honeybook, Relay, and Homebase use Unit to process over $50 billion in transactions annually for almost 2 million end-customers through its banking partners. For more information, visit unit.co. **Average Rating:** 3.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Unit?** - **Ease of Use:** 7.8/10 (Category avg: 9.0/10) - **Quality of Support:** 6.1/10 (Category avg: 8.9/10) **Who Is the Company Behind Unit?** - **Seller:** [Unit Finance](https://www.g2.com/sellers/unit-finance) - **Year Founded:** 2019 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/unit-finance (245 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Mid-Market, 33% Small-Business ### 11. [Alkami](https://www.g2.com/products/alkami-technology-inc-alkami/reviews) The Alkami Platform provides financial institutions a complete digital banking solution to securely onboard, engage, and grow retail and business users for banks and credit unions. Clients can tailor their user experience with additional Alkami products and integrations to third-party solutions via API, SSO and SDK functionality. The online banking platform is delivered with an administrative console that provides our clients with the ability to manage their digital banking users’ experiences. We invest heavily in the eight product categories within this journey to enable our clients to achieve digital success: • Account Opening and Loan Origination • Security & Fraud Protection • Money Movement • Financial Wellness • Customer Service • Card Experience • Marketing & Analytics • Extensibility Functionality for both retail and business includes: digital account opening and loan origination, automated credit decisioning, real-time identity verification, fund transfers, check services, message center, chatbots, virtual financial assistants, mobile check deposits, e-documents, e-signatures, card management, secure forms, multi-factor authentication, multi-payment fraud prevention, alerts, and data analytics and engagement solutions. In addition, business widgets include business administration, including entitlements, ACH, wire transfers, business reports, invoices, positive pay, business bill pay, and business check capture. We recognize the strategic importance of embracing the best of fintech innovation and bringing the right partners into the Alkami Platform. We foster a fintech partner ecosystem that grants freedom, extensibility, further brand differentiation, and the ability for carefully selected fintechs to integrate with APIs and build directly onto our platform with Alkami’s SDK. We offer API and single sign-on (SSO) integrations, which can be built in-house by Alkami or by our partners. Our clients may also choose to deploy their own integrations using the same tools used by our developers or they can take advantage of a network of certified Alkami SDK developers or partner system integrators. The Alkami Platform is delivered with an administrative console that provides our financial institution clients with the ability to manage their digital banking users’ experiences. The administrative console is divided into five primary functions: Setup, Operations, Content, Support, and Data. The Alkami Platform is a highly configurable solution which enables institutions and Alkami team members the ability to easily deploy and configure functionality within an institution's environment. This includes configurability around feature availability such as price-list billing to end users of the product. Through this capability, institutions can segment and charge end users for the features they utilize within the platform such as ACH and wire transactions. **Average Rating:** 4.4/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Alkami?** - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Quality of Support:** 7.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Alkami?** - **Seller:** [Alkami Technology](https://www.g2.com/sellers/alkami-technology) - **Year Founded:** 2009 - **HQ Location:** Plano, TX - **Twitter:** @alkamitech (1,500 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/alkamitech/ (1,091 employees on LinkedIn®) - **Ownership:** NASDAQ: ALKT **Who Uses This Product?** - **Top Industries:** Banking, Financial Services - **Company Size:** 87% Mid-Market, 10% Small-Business ### 12. [Amount](https://www.g2.com/products/amount-inc-amount/reviews) Enabling financial institutions to provide secure, mobile-first experiences for a variety of products. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Amount?** - **Ease of Use:** 8.3/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Amount?** - **Seller:** [Amount](https://www.g2.com/sellers/amount) - **Year Founded:** 2020 - **HQ Location:** Chicago, Illinois, United States - **LinkedIn® Page:** https://www.linkedin.com/company/amount (240 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 13. [Celusion Unified Account Opening](https://www.g2.com/products/celusion-unified-account-opening/reviews) Unified Account Opening is a platform to digitally onboard customers with one smart form and instantly activate their demat, trading, bank, loan or insurance accounts. Earlier, the process primarily involved a customer walk-in to the branch or a sales executive meeting the customer and submitting the application form. Now, with support from directives issued by regulatory bodies, we built features that allow the complete account opening process to be contactless. Some key features like video based in-person verification, digital signatures, stakeholder collaboration and online payments, enhanced with cognitive skills to detect liveliness, face match and identify documents have made it possible to onboard customers remotely through digital channels, without diluting the due diligence process. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Celusion Unified Account Opening?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Celusion Unified Account Opening?** - **Seller:** [Celusion Technologies Pvt. Ltd](https://www.g2.com/sellers/celusion-technologies-pvt-ltd) - **Year Founded:** 2004 - **HQ Location:** Thane, IN - **Twitter:** @mobiliteam_ (6 Twitter followers) - **LinkedIn® Page:** https://linkedin.com/company/celusion (167 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise ### 14. [DIGI Comply](https://www.g2.com/products/digi-comply/reviews) RETL has deployed an application named DIGI Comply. It is a complete suite comprehensive set of modules covering the entire lifecycle of a customer starting from Onboarding to transactions, ongoing monitoring etc. . The product is built with latest technology in a low code platform. It is system agnostic and can be integrated with any core system. It is a web-based application which runs on all latest browsers **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate DIGI Comply?** - **Ease of Use:** 8.3/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind DIGI Comply?** - **Seller:** [Remitex Technologies Ltd](https://www.g2.com/sellers/remitex-technologies-ltd) - **Year Founded:** 2020 - **HQ Location:** Dubai, AE - **LinkedIn® Page:** http://www.linkedin.com/company/kycdigi (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 15. [Digitap.ai](https://www.g2.com/products/digitap-ai/reviews) An AI-powered end-to-end API platform for banking and FinTech. The company offers a variety of solutions to financial institutions including onboarding suites, customer verification via alternate data set, bank verification through aggregator network, and expense manager or PFM platform. Digitap boasts a 99% customer satisfaction rate and works with many large companies. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Digitap.ai?** - **Ease of Use:** 8.3/10 (Category avg: 9.0/10) - **Quality of Support:** 6.7/10 (Category avg: 8.9/10) **Who Is the Company Behind Digitap.ai?** - **Seller:** [Digitap.AI](https://www.g2.com/sellers/digitap-ai) - **Year Founded:** 2019 - **HQ Location:** Bengaluru, IN - **Twitter:** @DigitapAI (16 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/digitap-ai (128 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 16. [Fenergo Platform](https://www.g2.com/products/fenergo-platform/reviews) Fenergo is the market leader in AI-powered Client Lifecycle Management (CLM) solutions, transforming how financial institutions—such as banks, asset managers, asset servicers, fintechs, and energy and trading firms—onboard and manage clients and counterparties across their entire lifecycle. Our award-winning SaaS platform digitizes and orchestrates every stage of the client journey, from initial Know Your Customer (KYC) and client onboarding to ongoing compliance, transaction monitoring, perpetual KYC, and client offboarding. Recognizing the ongoing pain points felt by financial institutions, including manual processes, siloed systems, poor investor experience – all against the backdrop of increasing regulatory scrutiny – Fenergo’s pre-packaged CLM solutions simplify and automates compliance for firms, not just at onboarding, but throughout the entire client lifecycle. By automating complex regulatory processes and enabling continuous monitoring, Fenergo empowers organizations to manage risk, achieve compliance, and enhance operational efficiencies. Our platform integrates advanced AI, machine learning, and pre-configured regulatory content to simplify workflows, reduce operational costs, and drive revenue growth. Acting as a bridge between financial institutions and their clients, we deliver seamless, trusted interactions while ensuring adherence to global compliance requirements. Fenergo is recognized for its deep financial services expertise, leveraging cutting-edge technologies such as AI to drive innovation and deliver unrivaled operational efficiencies. Our solutions empower organizations to stay ahead of evolving regulations, future-proof operations, and build long-lasting client relationships based on trust, loyalty, and mutual value. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Fenergo Platform?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Fenergo Platform?** - **Seller:** [Fenergo](https://www.g2.com/sellers/fenergo) - **Year Founded:** 2009 - **HQ Location:** Dublin 1, County Dublin, Ireland - **Twitter:** @Fenergo (2,158 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fenergo/ (663 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 17. [Finpace](https://www.g2.com/products/finpace/reviews) Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Finpace?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Finpace?** - **Seller:** [Finpace Technology](https://www.g2.com/sellers/finpace-technology) - **Year Founded:** 2018 - **HQ Location:** Knoxville, US - **LinkedIn® Page:** https://www.linkedin.com/company/finpaceapp (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 18. [FNZ](https://www.g2.com/products/fnz-group-fnz/reviews) Appway Digital Banking Platform supports real digital transformation through intelligent process orchestration, enabling authentic human interactions across all touchpoints in the physical and digital worlds. **Average Rating:** 4.3/5.0 **Total Reviews:** 13 **How Do G2 Users Rate FNZ?** - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) - **Quality of Support:** 8.7/10 (Category avg: 8.9/10) **Who Is the Company Behind FNZ?** - **Seller:** [FNZ Group](https://www.g2.com/sellers/fnz-group) - **HQ Location:** London - **Twitter:** @FNZ_Group (1,749 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fnz/ (6,134 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 43% Enterprise, 43% Small-Business ### 19. [Intrepid Fox](https://www.g2.com/products/intrepid-fox/reviews) Our AI agents can increase your business onboarding speed x10. They extract data from hundreds of global open sources, collect missing documents (e.g., shareholder registers, formation documents, or directors' IDs) directly from your customers, read and analyze them on the fly, request clarifications, and enable instant onboarding decisions. The solution is available either as modular components (integrated into your existing flow) or as a full end-to-end platform. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Intrepid Fox?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) **Who Is the Company Behind Intrepid Fox?** - **Seller:** [Intrepid Fox](https://www.g2.com/sellers/intrepid-fox) - **Year Founded:** 2023 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/intrepid-fox-ai (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 20. [Lendstream](https://www.g2.com/products/lendstream/reviews) LENDSTREAM is fully operational lending business management system with included CRM functionality for p2p, SME, mortgage, consumer, micro lending, leasing and loan broker companies. The system combines needs of internal and external users: borrowers, brokers, lenders and investors. Built-in Work-flow model allows to adapt the system to the existing management procedures, clarifies responsibilities and daily tasks of each employee. To our potential clients we are offering one solid system or separate modules: 1) Loan origination and servicing module, to attract more qualified clients, facilitate document management, payments & loan recoveries; 2) Partner (broker) network management module, to expand business activities; 3) Secondary-marketing module (loan portfolio pledges, sales, collective investments), to scale business volume and manage investor relationship; 4) White-labeling option. **Average Rating:** 4.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Lendstream?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Quality of Support:** 5.8/10 (Category avg: 8.9/10) **Who Is the Company Behind Lendstream?** - **Seller:** [Lendstream](https://www.g2.com/sellers/lendstream) - **Year Founded:** 2019 - **HQ Location:** Vilnius, LT - **LinkedIn® Page:** https://www.linkedin.com/company/lendstream (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Mid-Market ### 21. [LiveBank](https://www.g2.com/products/livebank/reviews) Build unique banking experience **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate LiveBank?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind LiveBank?** - **Seller:** [Ailleron Spółka Akcyjna](https://www.g2.com/sellers/ailleron-spolka-akcyjna) - **HQ Location:** N/A - **Twitter:** @AilleronSA (349 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 22. [Markaaz](https://www.g2.com/products/markaaz/reviews) Markaaz empowers banks, fintechs, and enterprises to confidently verify and onboard more businesses—faster and with less risk. As the leading enterprise B2B platform, Markaaz uses a proprietary algorithm to integrate data from 65,000+ sources, refreshing over 540 million business records across 200+ countries. Its real-time API delivers 240+ enriched attributes—like firmographics, financial health, and compliance—enabling smarter decisions, higher match rates, and lower costs. Businesses rely on Markaaz to streamline operations, reduce risk, enhance compliance, and accelerate growth with reliable, real-time, data-driven insights. **Average Rating:** 4.7/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Markaaz?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Markaaz?** - **Seller:** [Markaaz](https://www.g2.com/sellers/markaaz) - **Year Founded:** 2020 - **HQ Location:** Austin, US - **LinkedIn® Page:** https://www.linkedin.com/company/markaazglobal (75 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 17% Mid-Market ### 23. [NorthRow](https://www.g2.com/products/northrow/reviews) NorthRow is an award-winning, highly secure KYC (know your customer), ID&V (identity and verification) cloud software that helps compliance teams with digital transformation from streamlining their processes to enhanced visibility at scale. With an extensive breadth of experience and leading software solutions, NorthRow helps businesses to successfully onboard new clients and employees. We do this through robust compliance, monitoring and remediation capabilities giving you peace of mind knowing the burden of risk management is taken care of. We unlock more time for you to focus on the single most important task - growing your business safely. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate NorthRow?** - **Ease of Use:** 6.7/10 (Category avg: 9.0/10) - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind NorthRow?** - **Seller:** [Contego Solutions](https://www.g2.com/sellers/contego-solutions) - **Year Founded:** 2010 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/northrow (34 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 24. [QuickSign](https://www.g2.com/products/quicksign/reviews) QuickSign SaaS platform is a state-of-the art application resulting from the collaboration between legal, cryptography, sales, and marketing specialists in order to both streamline the multichannel sales process and to replace the printer, the scanner, and mailing! **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate QuickSign?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind QuickSign?** - **Seller:** [QUICKSIGN](https://www.g2.com/sellers/quicksign) - **Year Founded:** 2010 - **HQ Location:** Paris, FR - **Twitter:** @QuickSign_SAS (109 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/quicksign (117 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 25. [Rupifi](https://www.g2.com/products/rupifi-rupifi/reviews) By leveraging technology and partnering with Marketplaces, Aggregators, Distributors and Financial Institutions to create tailored lending products for Small Businesses **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Rupifi?** - **Ease of Use:** 10.0/10 (Category avg: 9.0/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Rupifi?** - **Seller:** [Rupifi](https://www.g2.com/sellers/rupifi) - **Year Founded:** 2020 - **HQ Location:** Bengaluru, IN - **LinkedIn® Page:** http://www.linkedin.com/company/rupifi (212 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ## What Is Digital Customer Onboarding Software? [Financial Services Software](https://www.g2.com/categories/financial-services) ## What Software Categories Are Similar to Digital Customer Onboarding Software? - [Loan Origination Software](https://www.g2.com/categories/loan-origination) - [Anti-Money Laundering Software](https://www.g2.com/categories/anti-money-laundering) - [Digital Banking Platforms](https://www.g2.com/categories/digital-banking-platforms)