Parallel – Automate back-office onboarding

Parallel - Automate back-office onboarding


Parallel helps you automate back-office onboarding with frictionless doc administration, safe shopper portals, and standardized workflows.

With Parallel, you have got every part it is advisable to streamline back-office onboardings and scale up your buyer or shopper base.

Get the ball rolling with customizable templates for processes like KYC necessities, NDAs, and SEPA mandates—or create dynamic checklists from scratch.

Even with templates, you’ll be able to nonetheless add your individual type fields and arrange conditional determination steps utilizing visible, no-code textual content blocks.

Templates embrace all of the required paperwork and introductory email copy, so you’ll be able to ship paperwork over to your shopper in a snap.

Dynamic textual content blocks allow you to add your individual type fields and conditional steps with out coding.

Clients can signal paperwork with built-in signature suppliers inside auto-generated shopper portals, that are secured by two-factor authentication.

Parallel guides signees by way of the entire course of and even lets them use the “save for later” characteristic to step away with out dropping progress.

Once the paperwork are totally executed, you’ll be able to obtain and save every part as a PDF file or ZIP folder. No extra organizing, renaming, or trying to find shopper recordsdata!

Client portal

Parallel’s shopper portal routinely guides customers by way of every query and conditional step.

If a shopper rejects a change or has questions, they will go away notes immediately within the platform, eliminating countless back-and-forth emails.

You may even embrace inside notes to maintain every part organized in a single place in your groups.

Forget about chasing your purchasers over info and paperwork! Parallel helps you to organize an automatic schedule to ship reminders to purchasers who’re sluggish to answer.

Comments and automatic reminders

Take benefit of built-in feedback and automatic follow-up reminders to spare your inbox.

Parallel additionally helps your back-office groups work smarter with versatile inside collaboration instruments that preserve monitor of progress.

Build an automatic workflow that assigns duties to particular workforce members every time a undertaking kicks off or a sure step is accomplished.

Your groups can leverage the platform’s API or Zapier integration to entry 1000’s of apps and create much more strong processes.

Assign tasks

Automatically assign duties to workforce members and construct advanced workflows with Parallel’s API and Zapier integration.

Automating your shopper onboarding and back-office duties saves you a lot time in the long term. (“Between this and Instant Pot, my schedule is suddenly wide open.”)

Parallel automates each step of shopper onboarding, making it straightforward to maintain monitor of progress with built-in feedback and versatile workflows.

Grow what you are promoting with out the rising pains.

Get lifetime entry to Parallel right now!

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