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OnBoard

OnBoard by MVSI is an automated B2B onboarding platform that streamlines everything from offer generation to AML/KYC, credit risk checks, and OCDD. Fully white-labeled and secure, it combines automation with expert verification to reduce risk, boost compliance, and accelerate growth.

4.8

Software Info

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OnBoard Overview

OnBoard by MVSI is a fully automated, end-to-end B2B onboarding platform that transforms how businesses engage, verify, and onboard clients. Designed to eliminate friction and reduce risk, OnBoard seamlessly handles every stage of the onboarding journey—from initial contact through to ongoing customer due diligence (OCDD). Its all-in-one, white-labeled solution includes offer generation, digital applications, opportunity management, AML/KYC, credit risk assessment, underwriting, contract creation, and compliance workflows. Combining intelligent automation with expert in-house verification, OnBoard enables faster customer acquisition, regulatory compliance, and scalable growth—turning onboarding into a strategic advantage.

Features

AI-Powered Meeting Minutes and Intelligent Assistant

Comprehensive Document Management

Secure Voting and E-Signatures

Mobile Accessibility and User-Friendly Interface

OnBoard Pricing Overview

OnBoard Score

Smyte Score

4.8 Number of Reviews 9

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Comprehensive and Flexible Platform:
Users appreciate OnBoard’s ability to manage the entire onboarding process, offering flexibility and control to tailor the experience to specific business needs.

Seamless Integration with Third-Party Systems:
The platform enables integration via APIs into third-party systems, with well-documented endpoints facilitating ease of development.

Excellent Customer Support:
Users highlight the well-resourced support team that is pleasant, knowledgeable, and effective in communicating the status and outcomes of inquiries.

Cons

Limited KYC Integrations:
Some users note room for additional integrations from a KYC perspective, although the core functionalities are available.

High Cost per Onboarded Client:
Feedback indicates that each onboarded client incurs a significant cost, regardless of approval status.

Time to Implement Changes:
Users mention that making changes or enhancements can be time-consuming.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. What is OnBoard by MVSI?

OnBoard is a fully automated, end-to-end B2B onboarding platform that streamlines processes from initial contact through to ongoing customer due diligence (OCDD), including offer generation, digital applications, risk assessment, AML/KYC, contract creation, and underwriting.

2. Is OnBoard customizable to match our brand?

Yes, OnBoard is fully white-labeled, allowing businesses to customize the platform to align with their branding.

3. Does OnBoard integrate with third-party systems?

Yes, the platform enables integration via APIs into third-party systems, with comprehensive documentation to support development.

4. What kind of customer support does OnBoard provide?

OnBoard offers a well-resourced support team that is responsive and effective in addressing inquiries and providing assistance.

5. How does OnBoard handle compliance requirements?

OnBoard combines automation with expert in-house verification to help businesses onboard customers faster while ensuring compliance with regulatory requirements.

OnBoard

4.8

Software Info

Pricing

Score

Alternatives

OnBoard Overview

Software Details

Features

OnBoard Pricing Overview

OnBoard Score

Smyte Score

4.8

Number of Reviews 9

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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