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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.

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

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    G2 Score
iDenfy
(171)4.9 out of 5
Optimized for quick response
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
    • 54% 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 verification platform that allows businesses to verify the identities of their clients and ensure compliance with KYC and AML regulations.
    • Reviewers like the platform's ease of use, accuracy, and the valuable data it provides, such as device intelligence and clear reasons for verification failures, which aids in fraud prevention and risk management.
    • Users reported some difficulties with the platform, such as the need for manual checks after automatic verification, extra work required to integrate device data into their own systems, and a desire for more customization options and proactive communication from the company.
  • 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
    57
    Ease of Use
    32
    Features
    29
    Customer Support
    26
    Fraud Prevention
    25
    Cons
    Verification Issues
    11
    Expensive
    5
    OCR Issues
    5
    Billing Issues
    4
    Limited Flexibility
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • iDenfy features and usability ratings that predict user satisfaction
    9.8
    Ease of Use
    Average: 8.9
    9.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    iDenfy
    Company Website
    Year Founded
    2017
    HQ Location
    Kaunas, Kauno
    Twitter
    @iDenfy
    3,060 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
  • 54% 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 verification platform that allows businesses to verify the identities of their clients and ensure compliance with KYC and AML regulations.
  • Reviewers like the platform's ease of use, accuracy, and the valuable data it provides, such as device intelligence and clear reasons for verification failures, which aids in fraud prevention and risk management.
  • Users reported some difficulties with the platform, such as the need for manual checks after automatic verification, extra work required to integrate device data into their own systems, and a desire for more customization options and proactive communication from the company.
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
57
Ease of Use
32
Features
29
Customer Support
26
Fraud Prevention
25
Cons
Verification Issues
11
Expensive
5
OCR Issues
5
Billing Issues
4
Limited Flexibility
4
iDenfy features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 8.9
9.8
Quality of Support
Average: 8.7
Seller Details
Seller
iDenfy
Company Website
Year Founded
2017
HQ Location
Kaunas, Kauno
Twitter
@iDenfy
3,060 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
ComplyCube
(44)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
    • 59% Small-Business
    • 25% 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 platform that provides AML screening, document verification, and risk scoring to automate due diligence and onboarding processes.
    • Users frequently mention the ease of integration of ComplyCube's API and SDKs into their workflow, the user-friendly interface, the wide range of checks and features, and the responsive support team.
    • Users reported that ComplyCube sometimes misses details during person research, possibly due to regional factors, and they expressed a desire for more marketing and advertising of the platform's solutions.
  • 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
    21
    Compliance
    15
    Fraud Prevention
    14
    Customer Support
    13
    Identity Verification
    13
    Cons
    Poor Customization
    2
    Complexity
    1
    Complex UI Design
    1
    Delays in Process
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ComplyCube features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.9
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ComplyCube
    Company Website
    HQ Location
    London, England
    Twitter
    @ComplyCube
    3,530 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 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
  • 59% Small-Business
  • 25% 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 platform that provides AML screening, document verification, and risk scoring to automate due diligence and onboarding processes.
  • Users frequently mention the ease of integration of ComplyCube's API and SDKs into their workflow, the user-friendly interface, the wide range of checks and features, and the responsive support team.
  • Users reported that ComplyCube sometimes misses details during person research, possibly due to regional factors, and they expressed a desire for more marketing and advertising of the platform's solutions.
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
21
Compliance
15
Fraud Prevention
14
Customer Support
13
Identity Verification
13
Cons
Poor Customization
2
Complexity
1
Complex UI Design
1
Delays in Process
1
Limited Customization
1
ComplyCube features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.9
10.0
Quality of Support
Average: 8.7
Seller Details
Seller
ComplyCube
Company Website
HQ Location
London, England
Twitter
@ComplyCube
3,530 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®

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Under.io
(13)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
    9
    Easy Setup
    5
    Time Saving
    5
    Customer Support
    4
    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
    9.6
    Ease of Use
    Average: 8.9
    10.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Under.io
    Year Founded
    2019
    HQ Location
    Charlotte, NC
    LinkedIn® Page
    www.linkedin.com
    13 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
9
Easy Setup
5
Time Saving
5
Customer Support
4
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
9.6
Ease of Use
Average: 8.9
10.0
Quality of Support
Average: 8.7
Seller Details
Seller
Under.io
Year Founded
2019
HQ Location
Charlotte, NC
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
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: 8.9
    9.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnlineApplication
    Year Founded
    2020
    HQ Location
    Dublin 1, IE
    LinkedIn® Page
    www.linkedin.com
    16 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: 8.9
9.8
Quality of Support
Average: 8.7
Seller Details
Seller
OnlineApplication
Year Founded
2020
HQ Location
Dublin 1, IE
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
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Market Segments
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Small Business
Avg. Customer Review
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Pricing
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4 Listings in Small Business Digital Customer Onboarding Available

  • Sort By:
    G2 Score