Parallel Lifetime Deal-Pay Once & Never Again

Parallel Lifetime Deal

By automating back-office onboarding, Parallel enables you to simplify document management, provide secure client portals, and standardize workflows from the same platform.

Parallel is a great solution for all of your back-office onboarding needs, as well as scaling up your base of customers or clients.

Create dynamic checklists from scratch, or start with customizable templates for processes such as KYC requirements, NDAs, and SEPA mandates to guide the way.

It is still possible to customize templates by adding your own form fields and configuring conditional decision steps with visual, no-code text blocks.

It is very easy to send the paperwork to your client using templates because they include all the necessary documents as well as an introductory email.

Without writing a single line of code, you are able to add your own form fields and conditional steps using dynamic text blocks.

There is an integrated signature provider inside the client portals, which are auto-generated and secure by two-factor authentication, allowing clients to sign paperwork with integrated signature providers.

In Parallel, the signee is guided through every step of the process and can even save their progress for later, which means they won’t lose their progress if they step away from the computer.

Upon completing the process of executing the documents, you can download and save all the files to your computer as a PDF file or ZIP folder.

Organizing, renaming, and searching for client files no longer need to be done.

Through Parallel’s client portal, users are automatically guided through each question and conditional step in the application process.

Clients can leave notes directly on the platform if they reject a change or if they have questions regarding the change, eliminating the need for endless back and forth emails in this case.

In addition, you can include internal notes so that everything stays organized for your teams all in one place.

There is no need to chase your clients for information and paperwork anymore.

In Parallel, you can set up an automated schedule to remind your clients who do not reply within a set period of time.

In order to avoid clogging up your inbox, take advantage of built-in comments and automated follow-up reminders.

You can also use Parallel to facilitate collaboration between your back-office teams and track their progress with flexible internal collaboration tools that help them work smarter.

Whenever a project begins or a certain step has been completed, create an automated workflow in which tasks are assigned to specific team members.

The platform offers users access to thousands of apps through its APIs or Zapier integration, which allows them to streamline their processes even further.