Client onboarding automation platform with built in digital signature, client portals, quote assembly module and AML/KYC integrations. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection.
About eXo Platform
eXo Platform is a digital workplace solution that allows businesses to connect, engage, empower and reward teams. It is available On-premise and on the cloud.
eXo Platform is a holistic solution that combines social and collaborative features to enhance the work experience and boost productivity. Features include people directory, collaborative spaces, activity streams, instant messaging, content management and more.
With eXo Platform, Users can create, edit, interact and share different types of content on their personal profiles or dedicated groups.
Combining eXo Platform’s social and collaborative capabilities with its built-in web content management module, allows users to personalize the intranet and highlight important pieces of content like news, announcements and events.
Batch Permissions & Access
Batch Permissions & Access
Google Apps Integration
Advanced electronic signature.
Documents: Upload files easily, preview them, share them and edit them remotely via WEBDAV. Advanced document management capabilities are available such as versioning, metadata, advanced search and digital asset management.
Wikis: Wikis are the most unconstrained way to create content for everybody. Build documentation, a knowledge base or procedures super easily with a powerful enterprise wiki that has templates, WYSIWYG, search, cross-linking and more.
Activity Streams: Follow what your connections are sharing, such as links to documents or just moods. Follow team activities. All built-in apps are nicely integrated to update the activity streams of important things like events, changes to documents, new posts, etc...
User Profiles: Profiles let users personalize their avatar picture, their job title, contact details, skills and background. All profiles are searchable through a centralized directory of people.
Employee recognition tools : Build your employee recognition program and boost your employee engagement
eXo Rewards includes: – A gamification engine that counts interactions in daily business processes. Beneficial activity at work is promoted by automatically granting points and badges according to the company’s policy. – A system of kudos, which allows colleagues to thank and congratulate each other publicly through the enterprise social network. Kudos are freely and spontaneously given recognition tokens, which contribute to developing a culture of celebration and a feeling of recognition.