Automate New Client Onboarding & Account Setup
Pod streamlines onboarding—collecting client details, verifying identity, and setting up accounts automatically by phone. Speed up activation, reduce paperwork, and deliver a seamless onboarding experience.
Demo Video
Demo Video
Connect to Your CRM & Core Banking Platforms
Pod integrates with CRM, core banking, and onboarding platforms—automating client intake, identity checks, and account activation for banks, credit unions, and financial services.
Find the software you use
Airtable
Buffer
Cal.com
Calendly
Close
Cognito Forms
Customer.io
Docusign
Eventbrite
Gmail
Google Ads
Google Analytics 4
Google BigQuery
Google Calendar
Google Contacts
Google Docs
Google Drive
Google Forms
Google Sheets
Granola
HubSpot
Jotform
LinkedIn Ads
LinkedIn Conversions
Mailchimp
Microsoft Excel
Microsoft Office 365
Microsoft Outlook
Motion
MySQL
Notion
PayPal
Pipedrive
SEMrush
SQL Server
Salesforce
SendGrid
Square
Stripe
Tally
Telegram
Telnyx
Textline
Trello
Twilio
Typeform
WooCommerce
Zendesk
Zoho CRM
Zoho Recruit
Airtable
Buffer
Cal.com
Calendly
Close
Cognito Forms
Customer.io
Docusign
Eventbrite
Gmail
Google Ads
Google Analytics 4
Google BigQuery
Google Calendar
Google Contacts
Google Docs
Google Drive
Google Forms
Google Sheets
Granola
HubSpot
Jotform
LinkedIn Ads
LinkedIn Conversions
Mailchimp
Microsoft Excel
Microsoft Office 365
Microsoft Outlook
Motion
MySQL
Notion
PayPal
Pipedrive
SEMrush
SQL Server
Salesforce
SendGrid
Square
Stripe
Tally
Telegram
Telnyx
Textline
Trello
Twilio
Typeform
WooCommerce
Zendesk
Zoho CRM
Zoho Recruit
Need a custom integration built? Let us handle it for you today.
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Automated New Client Intake
Pod collects personal, business, or financial information by phone, everything needed to open new accounts, process applications, or set up client files instantly.
Identity Verification & Compliance Checks
Pod verifies identity and runs compliance checks automatically—helping you meet KYC, AML, or other regulatory requirements with zero manual steps.
Seamless Account Setup & Activation
Once verified, Pod creates new accounts, delivers welcome materials, and confirms activation—keeping clients informed every step of the way.
AI Client Onboarding & Account Setup
Pod’s AI collects info, verifies identity, and automates every onboarding step—so your team can focus on building client relationships, not paperwork.
Automated client intake
Collect personal, business, or financial info by phone and sync it instantly.
Identity verification & compliance
Verify identity, run KYC/AML checks, and capture consents without manual effort.
Account setup & activation
Automatically open new accounts, send welcome messages, and confirm activation.
Integration with onboarding platforms
Connect Pod to your CRM, core banking, or onboarding systems for seamless automation.