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Top Free Digital Customer Onboarding Software

Check out our list of free Digital Customer Onboarding Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Digital Customer Onboarding Software to ensure you get the right product.

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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.
11 Digital Customer Onboarding Products Available
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View all Digital Customer Onboarding Software
iDenfy
By iDenfy
(130)4.9 out of 5
Save to My Lists
Entry Level Price:Starting at $0.90
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prevent Fraud, Reduce Costs, and Stay Compliant. All-in-one platform for identity verification, age verification, business verification, fraud prevention, and anti-money laundering compliance.

    Users
    • CEO
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 58% Small-Business
    • 31% 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 KYC/AML tool that automates identity verification and fraud prevention, ensuring compliance with regulatory requirements and enhancing security processes.
    • Reviewers appreciate the platform's ease of use, quick and intuitive selfie verification, detailed audit logs, and the ability to seamlessly integrate it into their existing platforms.
    • Reviewers mentioned the need for more language support, more flexible pricing options based on verification volumes, and improvements in handling multi-page documents and facial recognition in poor lighting conditions.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • iDenfy features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 9.0
    9.8
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    iDenfy
    Company Website
    Year Founded
    2017
    HQ Location
    Kaunas, Kauno
    Twitter
    @iDenfy
    4,535 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prevent Fraud, Reduce Costs, and Stay Compliant. All-in-one platform for identity verification, age verification, business verification, fraud prevention, and anti-money laundering compliance.

Users
  • CEO
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 58% Small-Business
  • 31% 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 KYC/AML tool that automates identity verification and fraud prevention, ensuring compliance with regulatory requirements and enhancing security processes.
  • Reviewers appreciate the platform's ease of use, quick and intuitive selfie verification, detailed audit logs, and the ability to seamlessly integrate it into their existing platforms.
  • Reviewers mentioned the need for more language support, more flexible pricing options based on verification volumes, and improvements in handling multi-page documents and facial recognition in poor lighting conditions.
iDenfy features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 9.0
9.8
Quality of Support
Average: 8.8
Seller Details
Seller
iDenfy
Company Website
Year Founded
2017
HQ Location
Kaunas, Kauno
Twitter
@iDenfy
4,535 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
ComplyCube
By ComplyCube
(36)5.0 out of 5
1st Easiest To Use in Digital Customer Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Challenged by rising fraud risks, complex compliance requirements, or costly, fragmented tools? ComplyCube’s all-in-one AI-powered platform streamlines Identity Verification (IDV), Fraud Prevention, A

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 58% Small-Business
    • 31% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ComplyCube features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 9.0
    10.0
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Joao P.
    JP
    ComplyCube offers a hassle-free identity verification service that is data-driven, scalable, cost-effective, and very user-friendly. Using... Read review
    EW
    I would say the most helpful aspect of ComplyCube is the extensive range of checks it provides. This includes Sanctions and PEP screening, Adverse... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ComplyCube
    HQ Location
    London, England
    Twitter
    @ComplyCube
    3,568 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Challenged by rising fraud risks, complex compliance requirements, or costly, fragmented tools? ComplyCube’s all-in-one AI-powered platform streamlines Identity Verification (IDV), Fraud Prevention, A

Users
No information available
Industries
  • Financial Services
Market Segment
  • 58% Small-Business
  • 31% Enterprise
ComplyCube features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.0
10.0
Quality of Support
Average: 8.8
Joao P.
JP
ComplyCube offers a hassle-free identity verification service that is data-driven, scalable, cost-effective, and very user-friendly. Using... Read review
EW
I would say the most helpful aspect of ComplyCube is the extensive range of checks it provides. This includes Sanctions and PEP screening, Adverse... Read review
Seller Details
Seller
ComplyCube
HQ Location
London, England
Twitter
@ComplyCube
3,568 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
Learn more

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OnlineApplication
By OnlineApplication
(27)4.7 out of 5
Save to My Lists
Entry Level Price:Pay As You Go
  • 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: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • NM
    All information from clients is gathered on one portal. Can generate fact find easily. Generating the signature pages/declarations for some... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnlineApplication
    Year Founded
    2020
    HQ Location
    Dublin 1, IE
    LinkedIn® Page
    www.linkedin.com
    20 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: 8.8
NM
All information from clients is gathered on one portal. Can generate fact find easily. Generating the signature pages/declarations for some... Read review
Seller Details
Seller
OnlineApplication
Year Founded
2020
HQ Location
Dublin 1, IE
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
Learn more
Under.io
By Under.io
(12)4.9 out of 5
2nd Easiest To Use in Digital Customer Onboarding software
Save to My Lists
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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Under.io features and usability ratings that predict user satisfaction
    9.5
    Ease of Use
    Average: 9.0
    10.0
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • John G.
    JG
    What we like most with Under is the ease of their application system. In the insurance world, most people struggle with the forms becuase of... Read review
    Zach D.
    ZD
    The ability to preload and easily adjust the applications on the fly Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Under.io
    Year Founded
    2019
    HQ Location
    Charlotte, NC
    LinkedIn® Page
    www.linkedin.com
    12 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 features and usability ratings that predict user satisfaction
9.5
Ease of Use
Average: 9.0
10.0
Quality of Support
Average: 8.8
John G.
JG
What we like most with Under is the ease of their application system. In the insurance world, most people struggle with the forms becuase of... Read review
Zach D.
ZD
The ability to preload and easily adjust the applications on the fly Read review
Seller Details
Seller
Under.io
Year Founded
2019
HQ Location
Charlotte, NC
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Learn more
Parallel
By Parallel Solutions SL
(32)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Parallel is an easy-to-use workflow automation tool to manage document collection and signed forms, that allows professionals to avoid chasing their customers for the information they need. We hel

    Users
    No information available
    Industries
    • Legal Services
    Market Segment
    • 53% Small-Business
    • 34% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Parallel features and usability ratings that predict user satisfaction
    9.5
    Ease of Use
    Average: 9.0
    9.8
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Emiliano L.
    EL
    Parallel has succeeded in making a smart and easy-to-use contract designer. No more uploading PDFs with spaces. This is a game changer. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Parallel Solutions SL
    Year Founded
    2020
    HQ Location
    Barcelona, ES
    Twitter
    @onparallelHQ
    161 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Parallel is an easy-to-use workflow automation tool to manage document collection and signed forms, that allows professionals to avoid chasing their customers for the information they need. We hel

Users
No information available
Industries
  • Legal Services
Market Segment
  • 53% Small-Business
  • 34% Mid-Market
Parallel features and usability ratings that predict user satisfaction
9.5
Ease of Use
Average: 9.0
9.8
Quality of Support
Average: 8.8
Emiliano L.
EL
Parallel has succeeded in making a smart and easy-to-use contract designer. No more uploading PDFs with spaces. This is a game changer. Read review
Seller Details
Seller
Parallel Solutions SL
Year Founded
2020
HQ Location
Barcelona, ES
Twitter
@onparallelHQ
161 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Learn more
Digitap.ai
By Digitap.AI
(1)4.0 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Digitap.ai features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 9.0
    6.7
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • RS
    Digital Onboarding & User Verification solutions Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Digitap.AI
    Year Founded
    2019
    HQ Location
    Bengaluru, India
    Twitter
    @DigitapAI
    12 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Digitap.ai features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 9.0
6.7
Quality of Support
Average: 8.8
RS
Digital Onboarding & User Verification solutions Read review
Seller Details
Seller
Digitap.AI
Year Founded
2019
HQ Location
Bengaluru, India
Twitter
@DigitapAI
12 Twitter followers
LinkedIn® Page
www.linkedin.com
83 employees on LinkedIn®
Learn more
Lendstream
By Lendstream
(2)4.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 combin

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Enterprise
    • 50% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Lendstream features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 9.0
    5.8
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • PULKIT D.
    PD
    I was truly blown by the fact that we can monitor and manage all this financial stuff with this facility's customization. For me, the configural... Read review
    Aman s.
    AS
    I really liked the built-in automation feature repetitive tasks are now handled easily but at the same time i am not happy with UI. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lendstream
    Year Founded
    2019
    HQ Location
    Vilnius, LT
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 combin

Users
No information available
Industries
No information available
Market Segment
  • 50% Enterprise
  • 50% Mid-Market
Lendstream features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 9.0
5.8
Quality of Support
Average: 8.8
PULKIT D.
PD
I was truly blown by the fact that we can monitor and manage all this financial stuff with this facility's customization. For me, the configural... Read review
Aman s.
AS
I really liked the built-in automation feature repetitive tasks are now handled easily but at the same time i am not happy with UI. Read review
Seller Details
Seller
Lendstream
Year Founded
2019
HQ Location
Vilnius, LT
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Learn more
Pascal
By Vartion
(5)4.2 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 80% Small-Business
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pascal features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 9.0
    9.7
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Financial Services
    EF
    It's risk based approach and confidence indicator that allows me to only focus on what really mattters. Read review
    Verified User in Financial Services
    UF
    Daily screening and monitoing of client's name. Passport Check Notifcation - ie expired passport and general updates Sanctioned clients... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vartion
    Company Website
    Year Founded
    2018
    HQ Location
    Amsterdam, Noord Holland
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 80% Small-Business
  • 20% Mid-Market
Pascal features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 9.0
9.7
Quality of Support
Average: 8.8
Verified User in Financial Services
EF
It's risk based approach and confidence indicator that allows me to only focus on what really mattters. Read review
Verified User in Financial Services
UF
Daily screening and monitoing of client's name. Passport Check Notifcation - ie expired passport and general updates Sanctioned clients... Read review
Seller Details
Seller
Vartion
Company Website
Year Founded
2018
HQ Location
Amsterdam, Noord Holland
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
Learn more
Checkboard
By Checkboard
(1)5.0 out of 5
Save to My Lists
Entry Level Price:Starting at £7.99
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Checkboard is your all-in-one compliance platform. Based in the UK, Checkboard offers Law firms, Conveyancers, Estate Agents, Landlords and Property Developers the ability to perform the most valuable

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Checkboard features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 9.0
    10.0
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Phil P.
    PP
    There are a number of ID checking solutions in the industry, all promising to do the same, sometimes more, but not always in the same... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Checkboard
Product Description
How are these determined?Information
This description is provided by the seller.

Checkboard is your all-in-one compliance platform. Based in the UK, Checkboard offers Law firms, Conveyancers, Estate Agents, Landlords and Property Developers the ability to perform the most valuable

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Checkboard features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.0
10.0
Quality of Support
Average: 8.8
Phil P.
PP
There are a number of ID checking solutions in the industry, all promising to do the same, sometimes more, but not always in the same... Read review
Seller Details
Seller
Checkboard
Learn more
InvestGlass
By InvestGlass
0 ratings
Save to My Lists
Entry Level Price:CHF50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • InvestGlass features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InvestGlass
    Twitter
    @investglass
    1,931 Twitter followers
Product Description
How are these determined?Information
This description is provided by the seller.

InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
InvestGlass features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
Seller
InvestGlass
Twitter
@investglass
1,931 Twitter followers
Learn more
Neutrinos Platform
By Neutrinos
(1)5.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Neutrinos is a One-Stop Multi-Experience Platform focused on helping enterprises achieve their business outcomes by transforming digital and in-person journeys for their customers, employees and citiz

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Neutrinos Platform features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 9.0
    10.0
    Quality of Support
    Average: 8.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • YJ
    We chose Neutrinos because of the speed at which development occurs. The cost of the platform is relatively inexpensive. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Neutrinos
Product Description
How are these determined?Information
This description is provided by the seller.

Neutrinos is a One-Stop Multi-Experience Platform focused on helping enterprises achieve their business outcomes by transforming digital and in-person journeys for their customers, employees and citiz

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Neutrinos Platform features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.0
10.0
Quality of Support
Average: 8.8
YJ
We chose Neutrinos because of the speed at which development occurs. The cost of the platform is relatively inexpensive. Read review
Seller Details
Seller
Neutrinos
Learn more