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Encompass CDI Platform vs. Setuply Client Onboarding and Lifecycle Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Encompass CDI Platform
Score 8.3 out of 10
N/A
Encompass offers automation capabilities and access to global data sources. Their know your customer (KYC) and anti-money laundering (AML) platform empowers organizations to streamline time-consuming KYC processes and demonstrate AML compliance, from UBO verification and KYC remediation to Politically Exposed Persons (PEP), sanctions and adverse media screening.N/A
Setuply Client Onboarding and Lifecycle Management
Score 0.0 out of 10
N/A
Setuply is a platform designed to help B2B companies accelerate revenue recognition, improve client retention, and reduce operational overhead. By unifying the client onboarding and lifecycle management process, Setuply helps teams to deliver value faster and more consistently. Key Capabilities: Project Management: Streamlines onboarding and implementation workflows Secure Data Staging: Centralized, auditable client data collection and…N/A
Pricing
Encompass CDI PlatformSetuply Client Onboarding and Lifecycle Management
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Encompass CDI PlatformSetuply Client Onboarding and Lifecycle Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Encompass CDI PlatformSetuply Client Onboarding and Lifecycle Management
Considered Both Products
Encompass CDI Platform
Verified User
Anonymous
Chose Encompass CDI Platform
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Setuply Client Onboarding and Lifecycle Management

No answer on this topic

Best Alternatives
Encompass CDI PlatformSetuply Client Onboarding and Lifecycle Management
Small Businesses
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Medium-sized Companies
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Enterprises

No answers on this topic

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User Ratings
Encompass CDI PlatformSetuply Client Onboarding and Lifecycle Management
Likelihood to Recommend
9.0
(0 ratings)
-
(0 ratings)
User Testimonials
Encompass CDI PlatformSetuply Client Onboarding and Lifecycle Management
Likelihood to Recommend
Encompass is great for pre-qualifications since you can play with the numbers but it's not user friendly when filling out separate program documents. I have different forms to fill out for VA vs Conventional and it's hard to remember if I'm missing any.
Verified User
Anonymous
Read full review
No answers on this topic
Pros
  • Alerts - those are great when you forget to do something
  • Branch Resource Center - shows you what is missing as well
  • Top banner - showing the loan in a snapshot
Verified User
Anonymous
Read full review
No answers on this topic
Cons
  • For VA loans - it would be great if those forms were completely separate or in a folder
  • Have the fico score at the top of the banner (snapshot of loan)
  • 2015 - remind us when a possible fee is missing
Verified User
Anonymous
Read full review
No answers on this topic
Alternatives Considered
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Verified User
Anonymous
Read full review
No answers on this topic
ScreenShots