Your client onboarding team drives your client experience. Investing in their growth through upskilling doesn’t just improve performance—it builds a more engaged, empowered team ready to deliver exceptional results. In our latest blog, explore strategies to foster professional development, leverage data insights, and create a culture of growth: https://hubs.li/Q02_hqrl0 #ClientOnboarding #Upskilling #TeamDevelopment #ClientSuccess
Setuply, Inc
Technology, Information and Internet
Portsmouth, NH 1,850 followers
Onboard faster, live better.
About us
Setuply's AI-powered client onboarding and lifecycle management platform is purpose-built to accelerate revenue recognition and reduce solution delivery costs, helping transform new clients into loyal brand champions. The Setuply platform natively integrates project management, client engagement, PSA, secure data staging, and more into a cohesive solution that addresses every aspect of client onboarding and lifecycle management. Rich integrations facilitate seamless transitions within client organizations—from sales to onboarding to client success—and works in step with third-party operating partners. Setuply is an ideal solution for providers aiming to streamline and scale their client onboarding and lifecycle management processes. We serve a broad range of B2B markets, including human capital management (HCM), InsureTech, ERP, GovTech, FinTech, RegTech, and medical software. Access the automation and tools to make onboarding scalable, improve your team's capacity, and keep historical data secure, making the process enjoyable for clients every step of the way.
- Website
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https://www.setuply.com/
External link for Setuply, Inc
- Industry
- Technology, Information and Internet
- Company size
- 11-50 employees
- Headquarters
- Portsmouth, NH
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Software Technology, Onboarding Automation, Innovation, Implementation, Change Management, Customer Success, AI, Operations, Profitability, Value Recognition, Revenue Recognition, Client Retention, Lifecycle Management, Client Onboarding, Process Efficiency, Revenue Recognition, B2B, SaaS, Project Management, Data Staging, PSA, Client Engagement, Onboarding Team Optimization, and KPI
Products
Setuply, Inc
Project Management Software
Setuply offers a cutting-edge, AI-powered, purpose-built automation software platform to accelerate revenue recognition and reduce delivery costs. Our platform transforms client onboarding and lifecycle management into a scalable, efficient, and engaging experience. Our solution intuitively integrates project management, client engagement, PSA, secure data staging, and more into a comprehensive solution that addresses every aspect of client onboarding and lifecycle management. Empower your team to deliver exceptional onboarding experiences, help transform new clients into loyal, long-term brand advocates, and drive sustainable growth.
Locations
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Primary
15 Portwalk Pl
Portsmouth, NH 03801, US
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45 Lafayette Rd, Suite 318
45 Lafayette Rd, Suite 318
North Hampton, NH 03862, US
Employees at Setuply, Inc
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Rachel Lyubovitzky
Setuply CEO & Chairwoman | Driving AI-Powered B2B Client Onboarding and Lifecycle Management Innovation
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Daniil Fishteyn
Co-Founder and Chief Technology Officer @ Setuply, Inc.
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Dmitry Korsunsky
Chief Information & Security Officer and Co-Founder @ Setuply, Inc.
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Kristin Maguire
Implementation Manager, at Setuply
Updates
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Setuply and AllianceHCM are raising the bar for client onboarding. With streamlined processes and cutting-edge tools, we’re empowering faster, more connected, and scalable onboarding experiences. Learn more about how we’re driving innovation together: https://hubs.ly/Q02_hnLD0 #ClientOnboarding #ProjectManagement #BusinessInnovation
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🔍 Do your onboarding projects often exceed their timelines or scope? 🔍 Are you spending too much time chasing down client information? 🔍 Are clients expressing frustration with the onboarding process? Often, single-point tools that aren’t well-connected can contribute to these challenges. Learn how hidden inefficiencies might be costing you—and what you can do about it --> https://hubs.li/Q02_5yr40 #ClientOnboarding #OnboardingTools #OnboardingCosts
Are Single-Point Client Onboarding Solutions Costing You? | Setuply
setuply.com
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As digital solutions evolve and client expectations rise, your onboarding teams have the potential to become powerful strategic partners. But without the right tools and support, they’re left managing too much at once. Our latest guide, How Onboarding Reps Can Become Strategic Partners, offers insights into: ✔️ Streamlining workloads and automating tasks to focus on value. ✔️ Using analytics to deliver actionable insights that improve the client experience. ✔️ Building collaboration and proactive engagement for long-term success. Give your team what they need to take the lead as strategic leaders—because investing in their growth today drives client success tomorrow. Download our guide: https://hubs.li/Q02-yqYC0 #ClientOnboarding #StrategicPartners #ClientExperience #ClientEngagement
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Managing client data across multiple systems might be costing you more than you think. From duplicated subscriptions and manual errors to lost trust and security risks, disjointed tools create challenges that add up fast. That’s why more businesses are turning to a centralized approach... https://hubs.li/Q02Z-M1P0 #ClientData #DataManagement #CentralizedApproach
Hidden Costs of Disjointed Client Data Systems
setuply.com
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Join us for Setuply's Festivus on December 4th! This is your chance to hear from an incredible lineup of panelists who are transforming onboarding and client success: ✨ Joshua Robinson from CheckmateHCM – Sharing expertise in streamlining workforce management solutions. ✨ Helen Anastassov Bubeck, Senior Manager of Client Success at Crisis24 – Providing insights on navigating the unique challenges of balancing implementation and ongoing client success. ✨ Kayleigh Carter, Senior Client Onboarding Manager – Offering perspectives on simplifying global workforce management and onboarding. Don’t miss this opportunity to gain actionable insights and elevate your onboarding practices! 🎁 Plus, all attendees will be entered to win one of ten Amazon gift cards valued at $50 each! 📅 Date: December 4th ⏰ Time: 1–2 PM EST ➡️ Secure your spot today: https://lnkd.in/eKytXKwj #ClientOnboarding #ClientSuccess #OnboardingCommunity #Festivus
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Setuply, Inc reposted this
Curious about the trends shaping client onboarding in 2025? We've done the research so you don't have to! In our upcoming Thought Leadership webinar, we’ll revisit our 2024 predictions and explore what's next, with practical advice for companies to stay ahead. It's a perfect session for leaders who want to strategically innovate, streamline, and enhance client onboarding experiences. Ready to see where the future’s heading? Join us! https://hubs.li/Q02WNB1S0 #ClientOnboarding #TechTrends2025 #ClientExperience
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Setuply, Inc reposted this
Jerry the Sloth here, wishing you a Happy Thanksgiving! Whether you're lounging like me or bustling in the kitchen, today’s the perfect time to pause and soak in all the good stuff—family, food, and maybe a nap or two. Remember, gratitude doesn't have to be rushed—take it slow and enjoy every little moment. ❤️
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From tech inefficiencies to manual tasks, client onboarding costs can add up fast. With the right strategies, you can curb expenses—all while delivering a better client experience: https://hubs.li/Q02Zknd40 #ClientOnboarding #OnboardingCosts #Automation #AI
3 Proven Strategies To Reduce Client Onboarding Costs
setuply.com
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Curious about the trends shaping client onboarding in 2025? We've done the research so you don't have to! In our upcoming Thought Leadership webinar, we’ll revisit our 2024 predictions and explore what's next, with practical advice for companies to stay ahead. It's a perfect session for leaders who want to strategically innovate, streamline, and enhance client onboarding experiences. Ready to see where the future’s heading? Join us! https://hubs.li/Q02WNB1S0 #ClientOnboarding #TechTrends2025 #ClientExperience