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What is Verify 365?

Verify 365 offers comprehensive client onboarding solutions tailored for law firms, estate agencies, accountants, and independent financial advisors, ensuring that you can trust that your clients have undergone meticulous vetting. This advanced verification process not only saves valuable time but also significantly mitigates the risk of fraudulent activities. Utilizing biometric verification, Verify 365 confirms that clients are who they claim to be, adding an extra layer of security. The platform conducts rigorous ID checks that encompass government-issued identification and address validations. Furthermore, our anti-money laundering measures guarantee that your clients are not listed on any financial crime watchlists, while we also investigate the legitimacy of their sources of funds. With integrated e-payment and e-signature functionalities, the onboarding experience is streamlined and user-friendly. Verify 365 accommodates over 10,000 types of government-issued IDs from more than 200 countries, highlighting its extensive global reach for client verification. This capability allows firms to confidently assess and verify clients from virtually anywhere in the world.

What is Hubflo?

Hubflo emerges as a swiftly growing AI-Driven Client Portal tailored for both professionals and creatives alike. Within just a minute, you can create a stunning and personalized client portal that streamlines the onboarding process and positions you as a service expert. Equipped with more than ten integrated tools—including file sharing, contracts, approvals, client messaging, task management, and billing—you can effortlessly integrate with over 500 external applications. Presently, more than 20,000 businesses, clients, and contractors depend on Hubflo for their daily operations. Don’t let inefficient processes obstruct your ability to deliver an outstanding client experience; instead, impress your clients with an automated and tailored onboarding journey, ensuring effective collaboration and service execution. By using Hubflo, you can enhance client satisfaction and increase retention rates while significantly reducing the frequency of emails, calls, and meetings. This platform is especially advantageous for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and many other professionals or creative service providers. By adopting Hubflo, you can revolutionize the way you connect with your clients and efficiently manage your services, all while fostering stronger relationships. The result is not just improved operations but also a more engaging experience for your clients.

Media

Media

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Integrations Supported

Actionstep
Clio
DPS Computing
SOS Connect

Integrations Supported

Actionstep
Clio
DPS Computing
SOS Connect

API Availability

Has API

API Availability

Has API

Pricing Information

$2,50 per verification
Free Trial Offered?
Free Version

Pricing Information

$55/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Verify 365

Date Founded

2020

Company Location

United Kingdom

Company Website

verify365.app/

Company Facts

Organization Name

Hubflo

Date Founded

2022

Company Location

France

Company Website

www.hubflo.com

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

KYC

Categories and Features

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