SlidePiper is a Digital Transformation Platform for Onboarding, KYC, and Compliance Automation in the Financial Industry. The technology focuses on both the client onboarding journey and the internal team journey within. Acting as a "Lego box" for creating complete onboarding processes fast and with no-code, SlidePiper aims to cut down onboarding time, costs, and eliminate room for human error by looking at the process from end to end. It starts with an enhanced client experience and internal onboarding management enabling client Due Diligence, Screening, and compliance. The Modules and Tools are integrated with AI, ML & automation for document understanding, facial recognition, task tracking, and verification of information.
Founded in 2015 and headquartering in Israel, SlidePiper secured a Seed Round investment at 03 October 2019 from Plug and Play Insurtech.
SlidePiper is an enterprise SaaS platform enabling building web-based portals for customer onboarding. By breaking down the process into bite-sized steps, each with exact instructions and tools needed for completion, the platform makes the onboarding process easier to understand and follow-through by the customer and by the company representative. The technology seamlessly imports existing enterprise content and digital tools through an easy wizard-based configuration dashboard.
The platform serves various use cases including General onboarding, KYC and AML processes, Customer Transition Processes, Mortgages application, and First meeting readiness.
SlidePiper plays in the industries of Applications, B2B, Creator Economy, Enterprise Software, SaaS, CRM, and Sales.