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KYC (Know Your Customer)

Industry:
Banking & finance
Category:
Applications
Features:

Pre-filled data integration, Conditions, EasySign, Themes &
Co-Browsing

Benefits:

Increase revenue & shorten the sales cycle

Streamline Compliance with Digital KYC

Discover a streamlined and efficient way to complete your KYC (Know Your Customer) process through our digital application. Ensure compliance, security, and a seamless experience for both customers and financial institutions.

  • Efficient KYC Process with Digital Data Intake
  • Streamlined Data Integration for Compliance
  • EasySign for Secure Authorization
KYC (Know Your Customer)

A better experience for everyone

For Financial Institutions

Enhance your KYC process with our digital application. Achieve streamlined compliance, efficient data integration, and secure authorization with EasySign. Increase revenue and reduce the sales cycle with advanced digital solutions.

For your customers

For Your Customers

Complete KYC Hassle-Free.Experience streamlined compliance, efficient data integration, and secure authorization with EasySign. Increase convenience and shorten the KYC process time.
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Create one seamless workflow

  1. Users start the KYC process through any available channel, such as online platforms or mobile applications.
  2. Users provide personal details, such as full name, contact information, current address, and other required personal information.
  3. Securely upload necessary KYC documents, such as proof of identity and address, through the designated platform.
  4. Automated validations checks ensure that data submitted is complete and correct.
  5. Users have option to save the progress and resume the KYC process at a later time if needed, with automated reminders built-in.
  6. Submitted data seamlessly integrates with internal and compliance systems.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Drag and drop
  • Roles & Permissions
  • White label branding
  • Secure and automated workflow
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)
  • Pre-filled Data Integration for Efficiency
  • Conditions for Compliance
  • EasySign for Secure Authorization
  • Themes & Co-Browsing for Enhanced User Experience

Your digital partner

Digitize Your KYC Process Today!
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