With Parallel, you have everything you need to streamline back-office onboardings and scale up your customer or client base. Get the ball rolling with customizable templates for processes like KYC requirements, NDAs, and SEPA mandates, or create dynamic checklists from scratch.
Even with templates, you can still add your own form fields and set up conditional decision steps using visual, no-code text blocks. Templates include all the required documents and introductory email copy, so you can send the paperwork over to your client in a snap.
You can even include internal notes to keep everything organized in one place for your teams. Forget about chasing your clients over information and paperwork! Parallel lets you arrange an automated schedule to send reminders to clients who are slow to reply.
All Features of Parallel
Parallel is a flexible tool with the ability to manage complex processes
Designed to make work easier for you, your team, and your clients.