top of page
onboard clients into financial arrangementas

Streamline, Secure, Succeed:
Transforming Client Onboarding

We help you onboarding clients into financially obligated arrangements validating and verifying information. Our software is designed to verify and validate client's information, while ensuring compliance with regulations and minimizing the risk of fraud and other forms of financial risk.

Ownest’s streamlined onboarding process and reduced documentation requirements lead to a faster and smoother financing experience for clients, improving their satisfaction and loyalty. 

 

By verifying customer identities, validating financial information, and assessing creditworthiness, the software helps companies make informed financing decisions.

​With our software you can: 

  • Verify the identity of your clients quickly and easily in minutes

  • Increase speed and customer application uptake by 30%

  • Streamline your onboarding process to save time and money

  • Ensure that your clients meet all necessary compliance requirements

  • Reduce Operational costs by 70%

  • Protect your business against fraud and other forms of financial risk

data protection.png

Recent Podcast Guests

featured on Mind Matters

wymarLogo.png
New-SB-Logo-2024-NO-tagline-and-NMLS.jpg
Wayne Bank Logo.png


5 minutes to beat your competition

DATA

SUMMARY

ACTION

steps.png

Marketing ROI

  • Websites, social media, print, campaigns, and In-house services

  • Effective onboarding

  • White-labelled solution 
     

Client Data Insights

  • Verified and Validated 

  • Pre-determined criteria and calculations

  • Behaviours

​Onboarding

  • Permission-based questionnaires and consents

  • Flexible Logic workflows

  • Autonomous qualifying and quantifying 

Results 

  • Data informed decisions and compliance

  • Clients solutions

  • Productivity

Ownest shows you who to work with instantly!

"As your business scales, our software grows along with you."

Ownest's solutions improve operational efficiency for businesses.

It eliminates manual data entry, reduces paperwork, and enables seamless integration with existing systems, resulting in time and cost savings.

 

Optimize resource allocations, reduce overhead costs and deliver services more effectively, ultimately benefiting your customers as well.

Image container_edited.jpg

Customer Satisfaction

Our customers get more done with less. We're dedicated to delivering industry-leading solutions that drive productivity, lower costs and help business expand. 

 

We strive to exceed our customers’ expectations and ensure their success.

 

Your way to success!

Alexa Young, ON

“Since integrating Ownest's B2B software into our onboarding process, we have seen a remarkable improvement in efficiency and accuracy. The software's ability to verify and validate customer information has significantly reduced the risk of errors and fraudulent activities. "

Morgan James, AB

"Working with Ownest and their B2B software has been a game-changer for our business. We no longer have to worry about incomplete or inaccurate customer information."

Lisa Driver, BC

"The user-friendly interface and seamless integration with our existing systems have made it easy for our team to onboard customers into financially obligated arrangements with confidence."

100% your data

Ownest’s streamlined onboarding process and reduced documentation requirements lead to a faster and smoother purchase or financing experience for customers, improving their satisfaction and loyalty.

Element_edited.jpg

WE WORK WITH THESE TRUSTED PARTNERS

Ready to scale your business?
Try Ownest today

Contact

1927 246 Stewart Green SW

Calgary, AB T3H 3C8

2502 Via Nicola, Unit 3427

Forth Worth, TX 76109

  • Linkedin

Thanks for submitting!

bottom of page