Learn how frictionless, automated onboarding reduces drop-offs, enhances customer trust and accelerates approvals.
The Problem with Siloed Onboarding Customers expect their user experience to be efficient, connected, and intuitive, but for many financial institutions, it’s the exact opposite. Instead of a seamless process, onboarding is slowed down by disconnected systems, slow approvals, and compliance barriers. Siloed information in small and medium business (SMB) onboarding happens when different teams […]
Fintech Innovation Meets Workflow Automation When a fintech innovator embraces cutting-edge solutions to streamline processes and boost efficiency, the impact can be transformative. That’s exactly what will be expected as REPAY, a leader in vertically-integrated payment solutions , plans to leverage Worth’s onboarding and underwriting workflow automation platform to enhance its merchant and vendor onboarding […]
Consumerization: Setting the New Standard for B2B Consumerization has reshaped entire industries by elevating customer expectations. The rise of user-friendly services like Plaid or Block (formerly Square) have set a gold standard for intuitive, fast, and seamless experiences. This shift isn’t just confined to consumers—small and medium-sized businesses (SMBs) now expect the same level of […]
The Challenge of SMB Verification There are about 33.2 million small and medium-sized businesses (SMBs) in the U.S., making up 99.9 percent of ALL U.S. businesses, yet verifying these entities for onboarding or underwriting remains a significant challenge for enterprises and SMB owners alike. For financial institutions, verifying SMBs often involves navigating through layers of […]
User Experience in Financial Services User experience has seen a transformation for individual consumers. The user experience is now expected to be faster, more personalized, and entirely digital. But small and medium-sized businesses (SMBs), which make up a significant portion of the global economy ( 44 percent of the US economic activity , to be […]
Your Onboarding Process is the Pilot That Doesn’t Take Off Your onboarding process is like starting a show with a painfully slow pilot episode. You’ve hyped it up, your audience is ready to dive in, and then… nothing happens . Small businesses, much like binge-watchers, have no time for delays or confusion. It’s no wonder […]
5 Key Strategies for Financial Institutions Small businesses are the backbone of the global economy, driving innovation, creating jobs, and building communities. But for many small business owners, navigating the financial world can be overwhelming. Financial institutions have a tremendous opportunity to step in and offer solutions tailored to these businesses’ unique needs. The challenge? […]
What Is Streamlined Compliance and Why Does It Matter? “Streamlined compliance” refers to the process of making regulatory adherence faster, more efficient, and less prone to error through automation and integration. Traditional compliance processes are manual, fragmented, and cumbersome, often resulting in delays, errors, and missed opportunities. Financial institutions need a new way forward, one […]
We’re not ones to boast (well, maybe just a little), but it’s been an incredible year at Worth. From major enterprise partnerships to securing strategic investments, we’ve made some big moves, pushing the boundaries of what’s possible in onboarding and underwriting workflow automation. And the best part? We’re just getting started. Here’s a look at […]