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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.

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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.

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4 Listings in Small Business Digital Customer Onboarding Available

(196)4.9 out of 5
Optimized for quick response
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Entry Level Price:Starting at $0.55
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    iDenfy is an identity verification and fraud prevention platform that helps businesses verify user identities, detect fraudulent activity, and ensure compliance with regulatory requirements in real ti

    Users
    • CEO
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 57% Small-Business
    • 30% 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 platform that provides identity verification and fraud detection services, integrating with existing systems and offering features such as real-time user activity monitoring and compliance with KYC/AML requirements.
    • Reviewers appreciate the platform's seamless integration, reliable performance, comprehensive compliance toolset, and user-friendly interface, highlighting its ability to accurately verify a wide range of global ID documents and its robust security measures.
    • Reviewers noted some drawbacks such as the occasional longer verification process for users with lower-quality ID scans, the need for a more advanced self-service portal for tracking API usage, and the limited flexibility of the pricing models.
  • 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
    64
    Ease of Use
    33
    Features
    29
    Fraud Prevention
    29
    Customer Support
    25
    Cons
    Verification Issues
    12
    Slow Performance
    6
    Expensive
    5
    Limited Flexibility
    5
    OCR Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • iDenfy features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 9.0
    9.7
    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
    2,595 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

iDenfy is an identity verification and fraud prevention platform that helps businesses verify user identities, detect fraudulent activity, and ensure compliance with regulatory requirements in real ti

Users
  • CEO
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 57% Small-Business
  • 30% 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 platform that provides identity verification and fraud detection services, integrating with existing systems and offering features such as real-time user activity monitoring and compliance with KYC/AML requirements.
  • Reviewers appreciate the platform's seamless integration, reliable performance, comprehensive compliance toolset, and user-friendly interface, highlighting its ability to accurately verify a wide range of global ID documents and its robust security measures.
  • Reviewers noted some drawbacks such as the occasional longer verification process for users with lower-quality ID scans, the need for a more advanced self-service portal for tracking API usage, and the limited flexibility of the pricing models.
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
64
Ease of Use
33
Features
29
Fraud Prevention
29
Customer Support
25
Cons
Verification Issues
12
Slow Performance
6
Expensive
5
Limited Flexibility
5
OCR Issues
5
iDenfy features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 9.0
9.7
Quality of Support
Average: 8.8
Seller Details
Seller
iDenfy
Company Website
Year Founded
2017
HQ Location
Kaunas, Kauno
Twitter
@iDenfy
2,595 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
(52)5.0 out of 5
Optimized for quick response
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.

    ComplyCube is a powerful all-in-one platform, designed to simplify cross-border compliance and build trust at scale. Trusted by Tier 1 financial institutions, rapidly-scaling fintechs, and innovative

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 56% Small-Business
    • 29% 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 automates KYC and AML, streamlining customer onboarding and compliance processes.
    • Reviewers frequently mention the platform's user-friendly interface, efficient AML screening, document verification processes, and the helpful and responsive support team, which have all contributed to a smooth and efficient customer onboarding experience.
    • Users mentioned that ComplyCube sometimes misses details during person research, possibly due to the region where the individuals are found, and they also encountered difficulties when trying to connect the API to their own CRM.
  • 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
    22
    Compliance
    16
    Fraud Prevention
    15
    KYC Process
    14
    Customer Support
    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: 9.0
    10.0
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    London, England
    Twitter
    @ComplyCube
    3,523 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ComplyCube is a powerful all-in-one platform, designed to simplify cross-border compliance and build trust at scale. Trusted by Tier 1 financial institutions, rapidly-scaling fintechs, and innovative

Users
No information available
Industries
  • Financial Services
Market Segment
  • 56% Small-Business
  • 29% 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 automates KYC and AML, streamlining customer onboarding and compliance processes.
  • Reviewers frequently mention the platform's user-friendly interface, efficient AML screening, document verification processes, and the helpful and responsive support team, which have all contributed to a smooth and efficient customer onboarding experience.
  • Users mentioned that ComplyCube sometimes misses details during person research, possibly due to the region where the individuals are found, and they also encountered difficulties when trying to connect the API to their own CRM.
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
22
Compliance
16
Fraud Prevention
15
KYC Process
14
Customer Support
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: 9.0
10.0
Quality of Support
Average: 8.8
Seller Details
Company Website
HQ Location
London, England
Twitter
@ComplyCube
3,523 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®

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(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
    Customer Support
    5
    Easy Setup
    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
    9.6
    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
    15 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
Customer Support
5
Easy Setup
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
9.6
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
15 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
  • 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
    18 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
Seller Details
Year Founded
2020
HQ Location
Dublin 1, IE
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®