Connect Bitsy with Riskalyze
Streamline your client’s risk analysis
Creating/updating your client’s risk profile will be a breeze.
Bitsy will automatically import client risk numbers into your onboarding process if they previously exist, or will prompt a risk assessment on the spot if they don’t, avoiding a NIGO!
Eliminate NIGO by never missing this step again
Connecting Riskalyze with Bitsy ensures that your client risk profile always attaches to your onboarding/updating workflows
Map custom fields
Customize data fields endlessly, knowing that all of your prospect/client data will autofill correctly — see what we mean
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