Finovate Demo
Video Archives

Presenter Profile:

How they describe themselves: Setuply is a client onboarding automation platform for B2B solution providers delivering the next-generation experience for seamless client onboarding. By providing a holistic approach to client onboarding, Setuply empowers companies to drive long-term success by making the implementation process more predictable and on track, ensuring satisfaction while helping safeguard clients’ data and allowing them to refocus on profitability and business growth.

How they describe their product/innovation: By providing a holistic approach to onboarding, Setuply delivers multi-dimensional transformation to the onboarding process:

• Supports scalable processes without time or scope overruns.
• Maintains client engagement and collaboration during onboarding.
• Optimizes your implementation team’s capacity.
• Helps to safeguard client data.
• Intuitive design to keep stakeholders in motion with virtually no learning curve.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev.: Rachel Lyubovitzky (CEO, Chairwoman & Co-Founder), rachel@setuply.com
Press: Molly O’Connor (VSC on behalf of Setuply), setuply@vsc.co