Change your onboarding yourself.
Set up products, partners, markets and rules without waiting for an IT release.
Saved versions
Changed by your team
- 01PublishedReady for the next application
- 02Partner addedA variant saved beside it
- 03Product addedQuestions for that product
- 04Rule updatedThe earlier version kept
Configure capabilities
No-code journey builder
Questions, documents and the order they appear are settings your team controls.
Rules as settings
The policy is applied as configuration, without a release cycle.
Saved and reversible
Every version is kept, and an earlier one can be restored.
Per partner, product and market
Each customer type can have its own journey on the same platform.
Your team owns the change
A typical onboarding tool ships one flow. When that flow needs to change, the team waits on the vendor. In Wiseflow the journey belongs to your team, and the next application can use it.
| What changes | Standard onboarding tools | Wiseflow |
|---|---|---|
| The journey | One flow for everyone | A journey for each customer type |
| Who changes it | Changes wait for the vendor | Changed by your team |
| When it is ready | After a release cycle | Ready for the next application |
Every version saved, and reversible
A question, a rule or a variant can be changed and saved. The earlier version stays on the record, so the team can restore it.
- Saved versions
- Who changed it
- Restore
Version record
Who changed it stays with the version
Current version
In use
Earlier version
Available to restore
A journey for each product, partner and market
The same platform can run a different journey for a product, a partner or a market, without a separate build.
- Product
- Partner
- Market
One platform, separate journeys
- ProductThe checks that product needs
- PartnerTheir questions and documents
- MarketThe rules for that market
Change a provider without rebuilding the journey
The checks stay in the journey. Changing who supplies a check does not mean starting the configuration again.
- Your contracts
- Supplied checks
- Same journey
The journey stays
The provider of a check can change
Check
Company data
Supplied by
Your provider, or one Wiseflow supplies
What stays
The steps, the rules and the record
Configure at a glance
Journeys
- No-code builder
- Questions and documents
- Conditional logic
Rules
- Policies as settings
- Applied to every case
- No release cycle
Versions
- Every change saved
- Reversible
- Recorded
Variants
- By product
- By partner
- By market
Next up
- IntegrationsPlatformKeep your providers, CRM and core systems.
- CollectOne branded journey that asks each customer only for what applies.
- VerifyRun company, identity, credit and screening checks in the right order.
- DecideApply your policy to every application and review the exceptions.
- MonitorKeep checks, changes and reviews in one ongoing business record.