Compliant Cloud-Based
Financial Onboarding Software
Eliminate the administrative burden and secure sensitive data with Onboard Express’s purpose-built onboarding platform.
150,000+
Employees Successfully Onboarded
10+
Years of High-Volume Onboarding Experience
80%
Lower Onboarding Costs
Your Problems
- Outdated HR systems make accessing data difficult
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- Complex financial and legal requirements
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- Increasing data security threats
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- Inefficient manual processes cause paperwork to pile up
Our Solutions
- A best-of-breed platform covering all of your onboarding needs
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- Powerful contract construction and review workflows maintain compliance
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- Automated solutions reduce onboarding costs by up to 80%
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- Secure onboarding portals and strict data protection policies
Quality Financial Onboarding
Why Choose Onboard Express?
1
Improved Operational Efficiency
Boost time-to-productivity through streamlined, mobile-first workflows.
2
Enhanced Experience
Engage employees and clients with fast, paperless processes and personalised onboarding.
3
Lower Compliance Risks
Advanced contracts and automated updates ensure compliance at every onboarding stage.
4
High ROI
Reduce onboarding costs by up to 80% and see a return on your investment in just months.
Are Inefficient Manual Processes Slowing You Down?
Discover how much onboarding time your financial business could be saving.
REDUCE COSTS NOW
Driving Fast and Compliant Onboarding Results
From 20 Onboarding Forms to One Streamlined System
“Our new HR onboarding system allows us to customise employment packs, issue them quickly online, and monitor their progress through the system, which has saved us a lot of time.”
READ THE FULL CASE STUDY
State Government Onboarding Success
Implementing Onboard Express’s Revolve integration with existing payroll systems helped the State Government Department efficiently process hundreds of electronic HR forms each month.
DISCOVER NOW
Pushing Through to Payroll: From 2 Weeks to 2 Days
When one of Australia’s largest aged care charities realised their existing onboarding process was no longer working, they needed help fast. Enter Onboard Express.
EXPLORE THE STORY
Slashing Staff Turnover By 50%
Infinite Aged Care lowered onboarding time to just 45 minutes and significantly boosting retention — all within 6 months of their purpose-built platform going live.
WATCH THE WEBINAR
“For anyone who’s considering a solution such as Onboard Express at the moment, don’t hesitate.”
Switch Tiresome Back Office Admin for Automated Onboarding. Starting from $3750.
Resources
Discover Our Integration Partners
Simplify your decision-making and boost productivity with our easy integrations.
Want to Make Onboarding More Engaging?
New hires can quickly become overwhelmed. Find out how to avoid this and enhance engagement.
Enhancing the Onboarding Experience with Tech
Over 94% of businesses have already switched to digital systems. Learn why.
Financial Services
Frequently Asked Questions
What is financial onboarding software?
Financial onboarding software is a cloud-based platform containing digital tools that integrate new employees and clients into your organisation. It automates manual, paper-based tasks like contract creation, document management, secure online approvals, and e-signatures to save time and reduce errors during bulk onboarding. Onboarding software also manages compliance and training, engaging staff and boosting time-to-productivity.
How can financial onboarding software benefit my business?
Good financial onboarding software reduces manual paperwork and boosts efficiency. This significantly reduces hiring and operational costs when onboarding new employees or clients. Personalised onboarding platforms can also help you retain an engaged, committed workforce. Make a great first impression on new hires through fast, customised hiring, onboarding, and training processes.
How do I choose the right onboarding software for my financial services company?
The most important thing to consider when choosing a financial onboarding platform is whether the software is a best-of-breed solution. All-in-one HR systems can be slow and complex, while purpose-built platforms offer faster processes. Look for automated and mobile-first workflows that allow you to onboard from anywhere, plus strict compliance regulations and an intuitive, easy-to-use dashboard.
Is your financial onboarding software best for small or large businesses?
Onboard Express works well for both small financial services companies and large, global businesses. Our scalable software features flexible, customisable onboarding workflows that grow with your needs.
What financial onboarding tools does Onboard Express offer?
Onboard Express offers a variety of automated tools to streamline your company’s staff and client onboarding process. Automated workflows quickly create contracts for bulk onboarding, with pre-employment Instant Work Rights checks that help you maintain compliance easily. Benefit from personalised welcome portals containing all relevant documents and training materials, with custom reminders and secure online approvals to speed up the process.
Do I need any technical knowledge to use financial onboarding software?
Not at all! Our legal onboarding experts integrate Onboard Express into your existing systems, meaning we handle all the hard work for you. Our intuitive platform is easy to use and offers automated onboarding, contract creation, approval, and review workflows that are as simple as “set and forget.”
How does Onboard Express keep sensitive employee and client data secure?
All personal and sensitive aged care data is stored securely in our systems for only as long as necessary, until relevant legal, accounting, auditing, or reporting obligations are fulfilled. We then destroy information in line with Australia's data privacy laws. Onboard Express is fully compliant with Australian Privacy Principles, as set out by the Privacy Act 1988.
Is Onboard Express mobile-friendly?
Onboard Express is a mobile-first platform, allowing financial HR teams and new hires to complete onboarding from anywhere. We ensure day-one readiness for new hires with personalised welcome portals that contain essential documents and training materials available on the go. Our platform also includes mobile e-signatures and review workflows to improve time-to-productivity.
Does Onboard Express integrate with my existing systems?
Our purpose-built platform integrates smoothly with a range of financial, HR, and IT systems. We use open API, not complex coding, to ensure easy integration, with a whole host of integration partners available. Contact us if you can’t see your preferred software on our integration partner list.
Do you offer financial onboarding support?
Every Onboard Express integration includes a dedicated project manager who will guide you through the entire implementation process. Our website also offers 24/7, Australian-based phone and email support, plus a comprehensive knowledge base exclusive to Onboard Express customers.