Tag: Onboarding

Back in the early days of software, access control was simple: if you were a user, you either had access or you didn’t. Over time, systems adopted role-based access control (RBAC) to shift permissions away from individuals and into roles, making management scalable and more secure. In underwriting and onboarding platforms like Worth, the same […]

If you’re still juggling separate tools for onboarding, identity verification, KYB, AML, fraud, credit, and case management, you’re paying a hidden tax every day: inconsistent data, slow reviews, and frustrated customers who drop off before they ever become revenue. And that tax isn’t small. Gartner estimates poor data quality costs organizations at least $12.9 million […]

At Worth, our mission is to remove barriers that slow down financial access and empower businesses to grow. This month, we’re proud to announce our partnership with PatientFi, a leading provider of patient-friendly financing solutions for elective medical procedures.  This collaboration expands Worth into the healthcare sector, helping practices offer more accessible payment options and […]

Ever started a business application and thought, “why am I filling this out again?” That’s the problem Worth Pre-Fill solves: Using AI to eliminate repetitive forms, reduce abandonment and get small businesses funded faster. That’s automation. More specifically, that’s Worth Pre-Fill. Today’s SMB owners are busy. They don’t have time for 60-question forms, confusing workflows […]

Learn how frictionless, automated onboarding reduces drop-offs, enhances customer trust and accelerates approvals.

Company Overview A publicly-traded payment processor Approximately 5,000 net new business applicants monthly Average annual revenue of $9,800 per customer 5 different go-to-market motions (direct, channel, digital, partnerships, acquisitions) Operating in 10+ countries Fragmented technology stack through multiple acquisitions and inherited legacy solutions

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 […]

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 […]

In the fast-paced world of financial services, first impressions matter. For financial institutions, the onboarding process is the first significant interaction with new customers and can be a cumbersome process filled with endless paperwork, back-and-forth communications, and prolonged wait times. This is where Worth steps in: Revolutionizing the customer acquisition process with AI-powered instant onboarding. […]