OnParallel
OnParallel simplifies KYC, onboarding, and contract management through secure data exchange and customizable tools. Ideal for legal, fintech, and sales industries.
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Description
OnParallel is a comprehensive platform designed to enhance operational efficiency across various sectors, including legal, financial services, and real estate. The software focuses on streamlining legal processes by simplifying Know Your Customer (KYC) compliance, customer onboarding, and contract management. With key features such as Smart Forms, users can create and manage customizable templates for KYC and onboarding processes, facilitating secure data collection and ensuring compliance with regulations like GDPR. The integration of Profiles provides a centralized legal CRM, enabling organizations to efficiently manage client documentation and automate workflows. Additionally, the platform offers Performance Reports that allow businesses to monitor operational efficiency, identify bottlenecks, and gain insights into team productivity.
The solution is tailored for industries such as fintech, legal, and real estate, ensuring that organizations can optimize their workflows and maintain compliance with legal regulations. OnParallel's commitment to data security is evident through its secure document management practices, ongoing support, and regular updates based on user feedback. By leveraging automation and data insights, OnParallel empowers teams to improve their processes and ultimately enhance the customer experience, reducing onboarding times and fostering collaboration across departments.
Features
Smart Forms
Facilitates the creation and management of forms for KYC, contract lifecycle management, and customer onboarding. Includes customizable templates, branching questions, e-signatures, and automated notifications.
Profiles
A specialized Legal Customer Relationship Management (CRM) system that organizes client documentation and enhances data quality, supporting seamless integrations and compliance with GDPR.
Performance Reports
Provides analytics on team productivity and process efficiency, allowing organizations to monitor and improve their operational workflows.
Compliance Management
Streamlines AML and KYC processes with features for risk scoring, ongoing monitoring, and alerts for document expirations, ensuring adherence to regulatory standards.
Customer Onboarding
Optimizes the onboarding experience with automated reminders, documentation verification, and a client portal for completing KYC checklists.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support