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KYC Portal VS FileInvite

Compare KYC Portal VS FileInvite and see what are their differences

ComplyCube
Verify your customers in under 15 seconds anywhere in the world with a cutting-edge SaaS & API platform for Identity Verification and AML/KYC compliance. featured
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KYC Portal logo KYC Portal

KYC Portal is a client lifecycle management platform that allows users to have the full ownership of policy automation from increasing operational efficiencies to business relationship outreach.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website
  • KYC Portal Landing page
    Landing page //
    2023-03-01
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

KYC Portal videos

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KYC Portal Real Time Dashboard

FileInvite videos

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FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to KYC Portal and FileInvite)

KYC Portal

FileInvite

Security & Privacy
55 55%
Security & Privacy
45% 45
Documents
36 36%
Documents
64% 64
Document Management
0 0%
Document Management
100% 100
eCommerce
100 100%
eCommerce
0% 0

User comments

Share your experience with using KYC Portal and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare KYC Portal and FileInvite

KYC Portal Reviews

We have no reviews of KYC Portal yet.
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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

What are some alternatives?

When comparing KYC Portal and FileInvite, you can also consider the following products

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

Onehub - Onehub helps businesses securely share and control files in the cloud.

ESurksha - Esurksha is a solution that acts as an invisible shield against fraud and data theft for Ecommerce, Banking, financial & CRM applications.

Sanction Scanner - Sanction Scanner is an Anti-Money Laundering compliance software. Sanction and PEP screening service on thousands of Sanction and PEP lists in our AML database.

Fraud.net - Fraud.net is an artificial intelligence-based fraud detection and prevention platform for enterprises, leveraging advanced analytics.

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