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What is Uniify?

Uniify simplifies the process of gathering customer data while adhering to KYC, KYB, and credit assessment regulations, all while boosting efficiency and enhancing the customer experience. Our solutions enable companies to make well-informed choices by speeding up the onboarding process, rendering it more affordable and easier to navigate. By offering a personalized digital onboarding experience, we ensure a secure and smooth journey for customers, which contributes to higher retention rates and revenue increase. Numerous clients have reported reductions of over 80% in development costs thanks to our innovative approaches. We prioritize reducing expenses linked to development, operations, and maintenance while maintaining high standards of quality. Understanding that each client has distinct needs, we provide a no-code form builder that lets you create custom forms tailored to your specifications. This advanced form builder accommodates integration with diverse data sources, allowing for the creation of personalized onboarding forms that can be incorporated into dynamic, engaging flows, ensuring that your onboarding process aligns perfectly with your specific business objectives. Such adaptability not only improves user interaction but also gives businesses the power to swiftly respond to evolving demands in the market. Furthermore, our commitment to customer-centric solutions ensures that each client feels supported throughout their journey with us.

What is Portico?

Portico presents an online solution designed to facilitate the onboarding process for clients in various service sectors, including agencies, consultancies, accounting firms, and bookkeeping services. Teams can craft a tailored onboarding journey and provide clients with a singular link to fill out intake forms, upload required documentation, sign agreements, and process payments through Stripe, all while bypassing the need for an account creation. To boost the likelihood of completion, automated reminders notify clients of any outstanding tasks, and a dashboard allows teams to monitor the onboarding phases for each individual client. Depending on the chosen subscription tier, Portico offers a suite of features such as electronic signatures, payment processing, customizable branding options, a dedicated client portal, workflow automation, a REST API, integration capabilities with Zapier, and opportunities for white-label branding. The core objective is to simplify the gathering of client data and documentation, streamline agreement and payment transactions, and efficiently track onboarding progress through a cohesive workflow. By providing these comprehensive tools, Portico not only aims to improve operational efficiency for service providers but also seeks to elevate the overall experience of client onboarding, creating a smoother transition for new clients into their services. As a result, businesses can focus more on delivering quality services rather than getting bogged down with administration tasks.

Media

Media

No images available

Integrations Supported

Integrations Supported

Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$39/month
Free includes up to 3 onboardings and 3 e-signatures per month. Starter costs $39/month or $29/month billed annually and includes 25 onboardings per month, unlimited e-signatures, payment collection, client portal access, custom branding, and webhooks. Pro costs $79/month or $59/month billed annually and includes 100 onboardings per month, API access, Zapier, automations, and 100 SMS reminders per month. Business costs $149/month or $119/month billed annually and includes unlimited onboardings, API access, Zapier, automations, and 500 SMS reminders per month. New accounts receive a 14-day Pro trial with no credit card required. Prices exclude applicable taxes.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Uniify

Company Location

Denmark

Company Website

uniify.io

Company Facts

Organization Name

Solid Code

Company Location

Kazakhstan

Company Website

www.portico.run

Categories and Features

Customer Onboarding

Not specified

KYC

Not specified

Categories and Features

Customer Onboarding

Not specified

Popular Alternatives

Popular Alternatives

No Alternatives
Ondato Reviews & Ratings

Ondato

5.0 out of 5 stars