Secure Data Management
for Client Onboarding
Gather client data faster, with fewer headaches
Experience Setuply's Secure Data Management for yourself
Gathering new client data is one of the biggest obstacles for onboarding teams. Our automation platform supports secure data management and reminds clients of the data they need to provide. Your onboarding reps can spend less time chasing down data and dedicate more time to other essential tasks.
Features that support better client data management
Experience the full range of Setuply’s onboarding capabilities
Give clients the power to stay connected to project progress and reach out for support to keep things on track.
Make your onboarding process scalable and repeatable with powerful project management functionality.
Track your team members’ workload and productivity, and then use that data to identify bottlenecks and avoid burnout.