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Best Digital Customer Onboarding Software for 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.

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.

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4 Listings in Small Business Digital Customer Onboarding Available

(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
  • 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
    17
    Reliability
    12
    Compliance
    10
    Identity Verification
    10
    KYC Process
    10
    Cons
    Poor Customization
    2
    Delays in Process
    1
    Limited Customization
    1
    Limited Features
    1
  • 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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    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 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
17
Reliability
12
Compliance
10
Identity Verification
10
KYC Process
10
Cons
Poor Customization
2
Delays in Process
1
Limited Customization
1
Limited Features
1
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
Seller Details
HQ Location
London, England
Twitter
@ComplyCube
3,568 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
(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
  • 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
    10
    Easy Setup
    6
    Customer Support
    5
    Time Saving
    5
    Efficiency
    4
    Cons
    Learning Curve
    2
    Missing Features
    2
    Client Difficulties
    1
    Font
    1
    Limited Customization
    1
  • 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
  • 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 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
10
Easy Setup
6
Customer Support
5
Time Saving
5
Efficiency
4
Cons
Learning Curve
2
Missing Features
2
Client Difficulties
1
Font
1
Limited Customization
1
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
Seller Details
Seller
Under.io
Year Founded
2019
HQ Location
Charlotte, NC
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®

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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.
  • 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
    36
    Ease of Use
    29
    Customer Support
    28
    Features
    17
    Easy Integrations
    16
    Cons
    Expensive
    5
    Verification Issues
    5
    Billing Issues
    4
    Inaccuracy
    4
    Language Support
    4
  • 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 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
36
Ease of Use
29
Customer Support
28
Features
17
Easy Integrations
16
Cons
Expensive
5
Verification Issues
5
Billing Issues
4
Inaccuracy
4
Language Support
4
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®
  • 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OnlineApplication 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
    Paperless Documentation
    3
    User-Friendly
    3
    Customer Support
    2
    Ease of Use
    2
    Accurate Calculations
    1
    Cons
    This product has not yet received any negative sentiments.
  • 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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    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 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
Paperless Documentation
3
User-Friendly
3
Customer Support
2
Ease of Use
2
Accurate Calculations
1
Cons
This product has not yet received any negative sentiments.
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
Seller Details
Year Founded
2020
HQ Location
Dublin 1, IE
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®