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As of August 2026, there are 24 SaaS companies in Digital Customer Onboarding Software. They have combined revenues of $197.2M and employ 2K people. They have raised $494.4M and serve 1.9K customers combined.
Digital Customer Onboarding Software is a specialized category of tools designed to facilitate the process of onboarding new customers, ensuring they have a smooth introduction to a company's products or services. These platforms often provide features such as user guidance, progress tracking, and engagement analytics, helping organizations identify areas where users may experience challenges or drop-offs during the onboarding process. The primary use cases for digital onboarding software include automating the onboarding journey for new clients, providing interactive tutorials, and integrating with other customer relationship management systems. Typical workflows may involve customized onboarding paths, onboarding checklists, and feedback mechanisms that enable companies to enhance user experiences over time. The common buyer personas for this software include customer success managers, sales operations teams, and product managers who are focused on improving user engagement and satisfaction at the onset of the customer relationship.
Sorting: Highest -> Lowest
Showing 10 of 24 companies ranked by annual revenue.
Dublin, Dublin, Ireland
Developer of enterprise regulatory software for financial institutions. The company provides a platform designed to enable financial institutions to manage the end-to-end regulatory onboarding process- from onboarding, to management of client and counterparty data, and regulatory compliance with existing and emerging regulations.
- Must offer tools for creating customized onboarding experiences or workflows - Should include tracking and analytics features to monitor user progress - Needs to provide support for integrating with existing customer relationship management (CRM) systems - Must allow for user feedback collection during the onboarding process - Not limited to onboarding features; must also facilitate customer engagement post-onboarding - Should be designed for both B2C and B2B onboarding scenarios - Must include interactive tutorials or training modules for new users
Developer of a cloud-based services platform empowering banking systems. The company's platform improves merchant and consumer digital experiences including onboarding, portals, digital tools and data integrations, loyalty programs, enabling banks to banks reclaim their place in the payments value chain.
Tel Aviv, Israel
EasySend helps banks and insurance companies to quickly convert manual process and PDFs into digital experiences.
London, London, United Kingdom
We offer products that make it easy to access, synchronize, and interpret data from your business customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn, and scale operations. Founded in 2017, Codat is trusted by over 300 global clients and backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
Bengaluru, Karnataka, India
Developer of a SaaS-based personal finance management application designed to simplify the process of digital lending. The company's application provides automate identity verification using photo matching, e-KYC and document text extraction, facilitates underwriting of loans at controlled risk and offers smart cross-selling, enabling lenders to take back control of their financial life through engaging analysis of their spends and recommendations when they need them.
Boston, Massachusetts, United States
Developer of a SaaS technology platform designed to help banking customers activate financial services products for their new clients. The company's platform allows creating email and SMS reminders instantly that drive to personalized, digital journeys which educate and motivate customers and members to take action, enabling banks and credit unions to turn account holders into engaged and profitable relationships by making it easy to adopt account-related services.
Bloomington, Minnesota, United States
Dispatch is the enterprise leader in data orchestration for wealth management. They power AI-native workflows and real-time data sync across systems—eliminating repetitive tasks, streamlining onboarding, and making it effortless for financial advisors to manage and serve their clients.
