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.

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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.
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‍Guide customers and partners through each step with clear, white-labeled checklists that keep everyone aligned, reduce delays, and accelerate time-to-value.

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Real-time onboarding & implementation progress tracking

Visibility for your customers. Control for your team.
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‍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.

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Integrations that fit seamlessly into your Fintech stack

Stop juggling tools. Keep everything in sync.
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‍LaunchBay integrates with the systems fintech teams already rely on — including CRMs, automation tools, calendars, payments, and internal workflows.

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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.

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Simple & Secure Client Access

Higher completion rates, fewer support tickets, and a smoother path to activation.
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‍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.

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“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."
Wade Lindquist, Vice President at RocketStay
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Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help regulated fintech companies onboard customers faster?
LaunchBay is a unified onboarding and activation platform built for regulated fintech companies. It centralizes customer intake, data collection, tasks, approvals, contracts, and communication into a single system so onboarding moves faster without sacrificing control, visibility, or compliance.
How does LaunchBay reduce time-to-value for payments and lending product implementations?
LaunchBay reduces time-to-value by replacing fragmented onboarding processes with a structured, automated workflow. Payments and lending teams can guide customers through required steps in the correct order, eliminate delays caused by missing information, and move accounts to activation faster and more predictably.
Can LaunchBay securely collect and manage sensitive data required for regulated fintech onboarding?
Yes. LaunchBay provides secure forms, controlled access, and centralized data collection to manage sensitive onboarding information. All required inputs, documents, and approvals are collected through a single system of record, reducing risk caused by scattered tools and unsecured file sharing.
How does LaunchBay ensure consistent handoffs between sales, implementation, compliance, and customer success teams?
LaunchBay connects sales, implementation, compliance, and customer success inside the same workflow. Each team sees real-time status, responsibilities, and dependencies, ensuring clean handoffs and preventing onboarding from stalling due to misalignment or missing context.
Do fintech customers get a secure client portal to complete onboarding tasks and track activation progress?
Yes. LaunchBay provides secure, client-facing portals where fintech customers can complete onboarding tasks, submit required information, review agreements, and track activation progress. This gives customers clarity while giving internal teams full visibility into where each account stands.
How does LaunchBay handle contracts, agreements, and eSignatures in regulated fintech environments?
LaunchBay includes built-in contract and eSignature functionality that allows fintech teams to generate, send, and collect signed agreements directly within the onboarding flow. Contracts are tied to the correct customer record and activation stage, reducing delays and ensuring agreements are completed before access is granted.
Can LaunchBay automate complex fintech onboarding workflows while supporting compliance requirements?
Yes. LaunchBay automates complex onboarding workflows while maintaining structured controls. Teams can enforce required steps, trigger reviews or approvals, and ensure compliance checkpoints are completed before moving customers forward in the onboarding or activation process.
How does LaunchBay integrate with CRMs and internal systems used by payments and lending teams?
LaunchBay integrates with CRMs and internal systems commonly used by fintech teams, allowing onboarding to start automatically when deals close and data to stay in sync across systems. This creates a single source of truth without requiring a full overhaul of your existing stack.
What operational visibility and reporting does LaunchBay provide for fintech operations leaders?
LaunchBay provides operational dashboards and reporting that give fintech leaders visibility into onboarding progress, activation timelines, bottlenecks, and team workload. This allows leaders to identify risk early, forecast capacity, and improve onboarding performance without manual reporting.
How does LaunchBay help fintech teams scale customer onboarding volume without increasing headcount?
LaunchBay replaces manual coordination with automation, standardized workflows, and real-time visibility. By reducing operational overhead and enforcing consistent onboarding processes, fintech teams can onboard more customers simultaneously without increasing headcount or introducing additional risk.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

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