1 Level
1334 Review
50 Karma
Review on Unit21 by Michael Boyce
Great product for keeping all customer documents together and organized
I like that we can keep track with our customers (KYCs) in one place without having many different apps or platforms open at once; it's great! It would be nice if there was an option similar to "send" where you could send certain alerts/notifications directly instead of using emails as well - but this isn't something specific about unit 21 so not sure why they wouldn't consider adding such functionality.
We've been able to streamline processes which has helped us improve efficiency within our organization by 10% since implementing Unit21.
Pros
- Easy UI
- User friendly features for both clients & staff alike
- Flexibility when updating client information, etc.
- Great support from team members whenever questions arise :)
Cons
- Sometimes hard time finding answers through live chat.
- Not all fields are available during Kyc process
