Setuply's AI-powered client onboarding and lifecycle management platform is purpose-built to accelerate revenue recognition and reduce solution delivery costs, helping transform new clients into loyal brand champions.
The Setuply platform natively integrates project management, client engagement, PSA, secure data staging, and more into a cohesive solution that addresses every aspect of client onboarding and lifecycle management. Rich integrations facilitate seamless transitions within client organizations—from sales to onboarding to client success—and works in step with third-party operating partners.
Setuply is an ideal solution for providers aiming to streamline and scale their client onboarding and lifecycle management processes. We serve a broad range of B2B markets, including human capital management (HCM), InsureTech, ERP, GovTech, FinTech, RegTech, and medical software. Access the automation and tools to make onboarding scalable, improve your team's capacity, and keep historical data secure, making the process enjoyable for clients every step of the way.
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