Shuttle REVIEW

E-Signature Software

No user reviews
USER SATISFACTION 97%
OUR SCORE 8.0

What is Shuttle?

Shuttle aims to simplify your business customer onboarding by extending its capabilities in terms of geography and complexity. Its cloud platform lets you set up application, verification and onboarding on your website or through your account team via a Team Portal. That means KYC and AML processes can be performed in your location or remotely, and adapted to either simple or multi-tiered procedures. The software suits various onboarding cases, including direct customer accounts, web lead capture, referrals, affiliate model and partnership.

In essence, the software lets you structure customer onboarding in two ways: through your own channels and via a partnership network. For the latter, Shuttle offers varying degrees of collaboration, from simple affiliate model to a dedicated partner portal.

On the other end, new customers have a choice to access your account opening channel, lessening the onboarding friction: web, tablet and smartphone. They can easily use their device’s camera to submit a file image for identify, evidence, and proof, among others.

Other key features include dynamic forms with a digital signing tool, native IM, email/SMS notifications, configurable workflows and white-labeled interface.

Overview of Shuttle Benefits

Accept different application types from your website

You can build digital forms for a variety of applications, such as, Multi Director, Account Operator and Owner. Not only is Shuttle adaptive to different KYC scenarios, it allows you to configure the application process whether in  real-time or via multi-stage.

Spruce up your partner referral network

While you keep your own lead channels humming, Shuttle allows you to initiate business leads via partnership and affiliate networking. Its Partner Sign onboarding is ideal for brokers, intermediaries, introducers, accountants and affiliates. Meanwhile, Partner Refer works as an affiliate model through the Shuttle Partner Portal. The Partner Manage on the other hand is designed for close collaboration with your most trusted partners to execute smooth customer onboarding experience.

Configure it to suit your workflows, branding

Shuttle can be white labeled to your logos, palettes and design schema for brand continuity. It can also be customized to match a variety of unique and standard processes during onboarding and in account management.

Customer-first design

Shuttle is not only intuitive to you but, more importantly, to your new customers. They have a choice how to take that first step to onboarding, either through desktop or mobile device. They can also opt for a dedicated account team for direct assistance if you’ve set this up. Your customers can also visit your website to submit their applications. This allows you to configure a channel for a broad onboarding coverage, ideal for high-volume customer acquisition.

Overview of Shuttle Features

  • Real-time document collection
  • Customer progression
  • Electronic document signing
  • Versioning
  • Security
  • White label
  • Admin rights options
  • Online training
  • Email support
  • Dedicated customer success manager
  • SLA
  • Integration options

What Problems Will Shuttle Solve?

Problem 1 – Payments Processing Company does not accept online business applications or leads.  Shuttle provides a Dynamic Forms feature where companies can set up web application forms, verify application data using third party APIs such as Companies House and auto-populate verified data onto contracts or term sheets. Customers can accept applications or terms and conditions with Digital Signatures.

Problem 2 – Challenger Bank is not able to process complex KYC applications (such as applications involving overseas directors) in a timely manner. Shuttle automates standard and complex KYC processes based on what the customer has submitted in the application form. For example, different documentation can be requested based on the status or location of directors. Request identity, affordability and evidentiary documents. Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and DueDil.

Problem 3 – Commercial Finance lender wants to do more business through introducers.  Its’ current processes are totally manual. The lender asks introducers to fill in paper forms to set themselves up as partners and asks the introducer to send customer referrals by email. Shuttle takes the paperwork away. Introducers can self-onboard through the platform and directly refer or co-manage applications.

Awards & Quality Certificates

Shuttle Position In Our Categories

Position of Shuttle in our main categories:

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200

Shuttle is one of the top 200 Accounting Software products

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200

Shuttle is one of the top 200
Accounting Software products


Shuttle is also listed in the following subcategories:

Category:Position:Category:Position:
E-Signature Software#23
Category:Position:
E-Signature Software#23

Each enterprise has different requirements and requires a software that can be personalized for their size, kind of workers and buyers, and the particular industry they are in. For these reasons, no system can provide perfect functionality off-the-shelf. When you try to find a software app, first be sure what you need it for. Read some Shuttle reviews and ask yourself do you desire basic functionality or do you require advanced features? Are there any industry-specific functionalities that you are looking for? Find the answers to these queries to aid your search. There are multiple elements that you need to mull over and these include your finances, particular business wants, your company size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the system that provides all that you require to enhance your company competence and productivity.

How Much Does Shuttle Cost?

Shuttle Pricing Plans:

Shuttle offers three pricing packages.

 

Standard – Free

 

  • Team Direct Journey
  • Customer Portal
  • One Key Forms
  • Application Management
  • Email Support
  • Web Training

Professional – From £250 a month per journey + £1 per application

  • All 5 Journeys
  • Customer Portal
  • One Key Forms
  • Application Management
  • Data Verification
  • Standard KYC Journeys
  • Silver Support Package
  • Web Training
  • Initial Form Setup
  • Initial Training

Enterprise – By quote

  • All 5 Journeys
  • Customer Portal
  • One Key Forms
  • Application Management
  • Data Verification
  • Standard KYC Journeys
  • Complex KYC Journeys
  • CRM Integration
  • Gold Support Package
  • Ongoing Form Support
  • Ongoing Training Support
  • Dedicated Customer Success Manager

User Satisfaction

We realize that when you make a decision to buy E-Signature Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Shuttle reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Shuttle. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

117

NEGATIVE SOCIAL MENTIONS

4

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Free
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Shuttle pricing details?

Shuttle Pricing Plans:

Shuttle offers three pricing packages.

 

Standard – Free

 

  • Team Direct Journey
  • Customer Portal
  • One Key Forms
  • Application Management
  • Email Support
  • Web Training

Professional – From £250 a month per journey + £1 per application

  • All 5 Journeys
  • Customer Portal
  • One Key Forms
  • Application Management
  • Data Verification
  • Standard KYC Journeys
  • Silver Support Package
  • Web Training
  • Initial Form Setup
  • Initial Training

Enterprise – By quote

  • All 5 Journeys
  • Customer Portal
  • One Key Forms
  • Application Management
  • Data Verification
  • Standard KYC Journeys
  • Complex KYC Journeys
  • CRM Integration
  • Gold Support Package
  • Ongoing Form Support
  • Ongoing Training Support
  • Dedicated Customer Success Manager

What integrations are available for Shuttle?

Dynamics 365 CRM

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