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Client onboarding software built for modern fintech teams
LaunchBay helps fintech companies onboard customers, partners, and implementations faster — with a secure, branded portal that automates data collection, task tracking, and handoffs across your stack.
Built for Fintech customers. Trusted by Fintech operations Teams.
Accelerate Customer & Partner Onboarding
Automate the collection of applications, KYB/KYC information, compliance documents, and approvals — all in one secure, branded portal. LaunchBay removes manual follow-ups and intake bottlenecks so fintech teams can activate customers and partners faster without sacrificing control.
Deliver a Seamless, Modern Fintech Experience
Replace fragmented emails and scattered forms with a clean, mobile-friendly onboarding hub. Customers know exactly what to do, where they are in the process, and what’s next — reducing friction, confusion, and drop-off during activation.
Stay Compliant, Organized, and Audit-Ready
Track every document, task, and message in one centralized system. LaunchBay gives fintech teams real-time visibility into onboarding progress while maintaining clean records that are easy to review for internal controls, compliance checks, and audits.
From mortgage loans, to auto financing, to small business lending, LaunchBay works for any lending workflow
Onboarding that moves at Fintech speed
Streamline onboarding with automated tasks, forms, and secure document collection.
Guide customers and partners through each step with clear, white-labeled checklists that keep everyone aligned, reduce delays, and accelerate time-to-value.
Real-time onboarding & implementation progress tracking
Visibility for your customers. Control for your team.
Give customers, partners, and stakeholders a clear view of where they are in the onboarding or implementation process — from kickoff to go-live. Internally, your team gets real-time visibility across every account, task, and dependency in one centralized system.
Integrations that fit seamlessly into your Fintech stack
Stop juggling tools. Keep everything in sync.
LaunchBay integrates with the systems fintech teams already rely on — including CRMs, automation tools, calendars, payments, and internal workflows.
Built-in eSign for loan docs & agreements
Say goodbye to juggling DocuSign, PDFs, and emails.
With LaunchBay, borrowers can review, sign, and submit key documents like disclosures, pre-approvals, and loan agreements — all from within their portal.
Simple & Secure Client Access
Higher completion rates, fewer support tickets, and a smoother path to activation.
LaunchBay makes it easy for customers, partners, and stakeholders to securely access their onboarding portal — via magic link or email and password. No complex logins, no new tools to manage, and no unnecessary friction slowing down activation.
“We used to need a team of four full-time staff members to onboarding clients. Since LaunchBay, a single person is all we need, and we've been able to move the other three team members to more revenue-focused roles."
Reviewers Agree: LaunchBay Delivers
The smarter way to onboard clients
Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.