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 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:

• Support scalable processes without time or scope overruns
• Maintain client engagement and collaboration during onboarding
• Optimize your implementation team’s capacity
• Securely stage and manage 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

Contacts:

Bus. Dev.: Rachel Lyubovitzky, CEO, Chairwoman & Co-Founder, rachel@setuply.com
Press: Melissa Duggan, Media Relations, melissa.duggan@setuply.com