Data Exchange
Simplify document and data collection processes.
Data Exchange is a secure platform that automates the collection, management, and sharing of sensitive data and documents. It solves the problem of inefficient, manual document handling and unsafe communication methods like email, which can lead to fraud and compliance risks.
The platform offers a range of capabilities including customisable request templates, automated client notifications via email and SMS, and a centralised hub for document approval, rejection, and management. Key features include eForm capture, eSignature integration, automated redaction, AI-powered data extraction, file conversion, antivirus scanning, and detailed audit logs. It also provides collaboration tools, a status dashboard, and automated purging for compliance. The solution is designed to integrate into existing workflows via iFrame or API.
Data Exchange is built for enterprises and organisations that need to streamline processes such as client onboarding, application origination, and sensitive data collection. It is offered as a white-label solution and is compliant with standards including GDPR, SOC 2 Type 2, ISO 27001, and HIPAA. The platform is available through a demo and is designed on an auto-scalable, cloud-based infrastructure with options for data location.
12 alternatives to Data Exchange
Ranked by how well each tool replaces Data Exchange: shared features, audience, price and popularity.
Secure web forms and digital process automation with validated data flows into Salesforce
Covers 2 of 15 key features.
60 out of 100 matchContact sales- 59 out of 100 matchContact sales
AI-Powered Platform for Government, Legal, and Compliance | Casepoint
Covers 6 of 15 key features.
59 out of 100 matchContact salesForms and surveys that feel like a conversation.
Covers 3 of 15 key features and has a free plan.
Free plan58 out of 100 match$28/moDocument collection platform for commercial and complex lending, with a secure multi-party
Covers 7 of 15 key features.
58 out of 100 match$825/mo- 58 out of 100 match$47/mo
No-code drag-and-drop form builder for secure online forms, surveys, registrations, orders
Covers 6 of 15 key features and has a free plan.
Free plan58 out of 100 match$18.50/mo- 58 out of 100 match$12/mo
Online form builder for surveys, applications, registrations, payments and data collection
Covers 8 of 15 key features and has a free plan.
Free plan57 out of 100 match$25/mo- 57 out of 100 match$199/mo
Online surveys and market research made easy.
Covers 2 of 15 key features and has a free plan.
Free plan57 out of 100 match$120/mo- 57 out of 100 matchContact sales