FinovateFall 2024 / Setuply
Presenter Profile:
How they describe themselves: Setuply, Inc., based in Portsmouth, NH, is an AI-powered client onboarding and lifecycle management automation platform purpose-built to accelerate revenue recognition and transform clients into brand champions. Setuply provides holistic solutions for B2B solution providers, encompassing project management, client engagement, secure data staging, case management, and professional services automation, ensuring a seamless onboarding process.
How they describe their product/innovation: Setuply, Inc. is an AI-powered client onboarding and lifecycle management platform, built to accelerate revenue recognition and turn clients into brand champions. Our platform enables you to view projects through the lens of multiple stakeholders, ensuring full transparency. Setuply’s comprehensive solution integrates project management, secure data staging, client engagement, and professional services automation. While we’ll explore each of these capabilities, we’ll focus particularly on the transformative benefits of our secure data staging solution.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Rachel Lyubovitzky (CEO, Chairwoman, & Co-Founder), rachel@setuply.com
Press: Melissa Duggan (Media & Marketing), melissa.duggan@setuply.com