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HOW IT WORKS

Regain control of your onboarding experience

Valtio helps you streamline onboarding processes and tame the mess. 

Convert more without sacrificing compliance or the budget.

STEP 1

Build Your
Onboarding Flow

Build a checklist of tasks for customers to complete during onboarding. Combine as many tasks as you need in a simple onboarding flow. 

Coming soon...

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Web Forms

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Legal E-Signatures

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Document Collection

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Consent Capture

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Identity Verification

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Credit Check

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Collect Payment

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Link Bank Accounts

STEP 2

Engage Customers

Send requests for customers to complete onboarding flows. Simply select the flow and provide the customer's email address, Valtio will handle the rest — even easier than sending an email. 

The platform will notify the customer of the request and guide them through the checklist of items to complete. They will receive reminders to complete pending items as well as any additional messages you send. 

STEP 3

Review Submissions

Your team can track the status of all sent requests, review progress, and communicate required changes to customers. 

Approval workflows allow your team to review submissions for completeness and accuracy before acceptance. Audit trails and data retention policies ensure that your organization maintains regulatory compliance. 

Yes, it really is that easy...

Grow your business with a platform designed for efficiency, compliance, and exceptional client experiences.

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