Skip to content
Next-Gen

Next Generation Onboarding

sandy-logo-mockup

Company History 2015 - Today

  • Company-Logo-Mockup-Office

    2015 - COMPANY START

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
  • 2016 - FIRST MILESTONE


    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
  • 2018 - SECOND MILESTONE

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

  • Company-Logo-Mockup-laptop-new

    2022 - TODAY

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

We’re helping businesses reimagine the client
onboarding experience to drive sustainable growth

As digital adoption increases, so does the influx of new clients. Is your client onboarding process built to handle this growth? At Setuply, we provide the automation and tools to make the client onboarding experience more seamless, scalable, and enjoyable. It’s the springboard that providers need to realize revenue faster and form lasting partnerships.

Businesses that can benefit from our client onboarding platform

B2B technology solution providers need to constantly innovate from a product perspective and by enabling seamless integration with client systems.

With Setuply, providers can streamline multi-month implementations by:

  • Providing tools that keep projects on track
  • Allowing for better engagement with clients
  • Ensuring promises are consistently met
  • Strengthening relationships with clients

Implementation and onboarding service providers are situated at a critical intersection: at the corner of technology solutions and real-world applications. 

Setuply’s automated client onboarding tools are a powerful ally in:

  • Curbing onboarding scope creep
  • Optimizing your team’s bandwidth
  • Managing more projects at once
  • Accelerating revenue recognition

Value Delivered

clients1
TOUCH

Intuitive

Intuitive

Consistent use by your onboarding team, leadership and clients without having to learn yet another software is key

clients3-1
TOUCH

Powerful

Powerful

Is the name of the game to wrap around the complexity of your business making onboardings scalable and repeatable

clients2
TOUCH

Engaging

Engaging

Collaboration is the heart of effective change management to form meaningful long term partnership

The diversity and depth of markets we serve

 

An All-In-One Platform Designed To Support Everyone’s Needs

A seamless onboarding experience is a product of alignment between stakeholders. We’ve developed a unified platform that brings everyone together in one space. Setuply sets the foundation for better collaboration and communication while removing typical barriers that can disrupt the client onboarding journey. It’s a case where everyone wins.

Client Onboarding Reps

✓ Consolidated view of every part of the onboarding process

✓ Can easily manage timelines, communications, to-dos, and client data

✓ Recognition of a job well done among their managers/peers via leaderboards

Client Onboarding Manager

✓ Deep insights into every aspect of all onboarding teams and projects

✓ Detailed reports to identify project bottlenecks and monitor capacity

✓ Effectively assign projects & delegate tasks to ensure a smooth workflow

Read More
Client Onboarding Leaders

✓ Holistic view of costly business area with highest retention exposure

✓ Centralized snapshot of revenue at stake and other key metrics

✓ Strategic insights to streamline onboarding and act proactively

Read More
Clients

✓ Real-time insights into project progress and who's responsible for next steps

✓ Visibility into entire activity stream throughout the onboarding process

✓ Can easily contact reps and upload project content to stay engaged and informed

Read More
Sales Teams

✓ Real-time insight on client onboarding status to open faster cross-sell opportunities

✓ Reduced backlogs that empower accelerated pipelines and positive references

✓ Better positioning for cross-sell offerings and to increase profitability

Read More
Customer Support Reps

✓ Clear record of the entire onboarding process to offer context and empower decisions

✓ Can better anticipate post-onboarding questions or concerns from clients

✓ Insights to ensure a smoother handoff and an improved client experience

Read More
background-texture

The Industries That We Serve

social-media Human Capital Management

Sensitive employment records and navigating between multiple product and project sets require meticulous management. With Setuply, HCM providers can simplify the process of gathering, validating, and transforming data into the desired format. All the while, clients stay engaged and have visibility that lends itself to trust.

money-bag Finance & ERP

Clients need to be engaged to build trust with finance and ERP solution providers. Setuply supports collaboration in the provider-client relationship while adhering to rigorous standards. We handle every step with the utmost sensitivity and expertise.

Read More
insurtech-1 InsureTech

InsureTech providers have their fair share of challenges to address: from compliance and data validation to seamless communication between stakeholders. With Setuply, providers can ensure that every piece of data and communication is precisely handled.

Read More
heartbeat Medical Software

Multiple stakeholders play a critical role in the implementation of medical software. Setuply brings stakeholders together in a uniform platform that streamlines interactions and encourages collaboration. With all parties involved aligned and informed, everyone benefits.

 
hexagonal Regulatory Technologies

Compliance stands tall in regulatory technologies. While ensuring adherence to industry standards, Setuply facilitates client engagement. Clients can follow every step of the onboarding process; stakeholders can do the same to stay informed and in harmony.

 
around-the-world Manufacturing & Service Delivery SaaS

The manufacturing and service delivery SaaS industry demands a clear view of ongoing processes. Setuply’s client onboarding automation platform offers just that. Businesses can stay updated on every phase of the onboarding process to support timely, effective service delivery.

 
line-chart Marketing, Sales & Operating SaaS

While providers dive deeper into clients’ processes and methodologies, Setuply works to facilitate effective engagement and streamline the collection of critical client data. A smooth onboarding process paves the way for successful collaborations and long-term partnerships.

 
man-sitting-on-floor-laptop

Subscribe to Our Newsletter