Client onboarding
Give every client a consistent onboarding experience with clear guidance at each step.
Solutions · Finance
How Finance Teams Use Stepily
From the first client meeting to the next regulatory audit, finance teams run on processes that have to be precise and repeatable. Stepily turns each one into a clear, visual guide your team can follow — and keep current.
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Regulatory documentation
Keep disclosures and compliance requirements clearly documented and up to date.
Account updates
Standardize account changes with consistent processes across teams and systems.
Loan & deal processing
Bring consistency to deal processing with clear, repeatable workflows.
Risk & audit prep
Stay organized and ready for audits with accessible, well-maintained procedures.
Works with your current finance stack
Salesforce nCino DocuSign Plaid Encompass MeridianLink Temenos Backbase Workiva Fiserv Jack Henry FIS
Easily make training materials
Stepily captures a task as it happens and makes a polished guide automatically.
app.ncino.com
New client onboarding checklist
Tutorial Creator
Capturing00:00:56
Click 'New client'
Select 'KYC documents'
Finish tutorial
Pull up guides as you work, when you need it most
Search your team's guides at any time in your automatic personal searchable library in the browser. Or, integrate them into your knowledge base.
app.ncino.com/loan-application
Loan application — Smith Co.
Guide library
loan application
From your library
Process a new loan application
8 steps · updated 2 days ago
Update a client's account details
5 steps · updated last week
Prepare a regulatory disclosure
10 steps · updated last month
Press ⌥ + K to search from any page
Use Stepily to create automations
Feed PDF exports of your SOPs into AI and create automations that rely on accurate data and steps.
AI assistant
Loan-closing-SOP.pdf
Using the attached SOP, build an automation that flags missing documents before a loan closes.
Here's the workflow, straight from your SOP:
- 1Check the closing file against the document checklist in step 2.
- 2Flag any missing disclosures listed in steps 4–6.
- 3Notify the loan officer and update the client's status.
Example
Ready to document your finance processes?
Record a process once and share a clear, visual guide with your whole team in minutes.