Effortless, Digital, and Scalable Onboarding

Transform your onboarding process with a digital solution designed to drive conversions, reduce friction, and boost efficiency. The onboarding solution is built to deliver a seamless, compliant, and globally scalable experience that works for your business and your customers.

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Onboard Customers in Minutes

Automate the onboarding journey with a flexible, configurable solution tailored to your business. Designed for both individuals and businesses (merchants etc.), this process replaces traditional, manual methods with a modern, digital workflow. Automate documentation, compliance checks, and approvals while customising the onboarding flow to meet your specific needs.

Higher conversions - Fewer drop-offs - Improved data accuracy - Enhanced security - Increased customer satisfaction

Customizable Workflows

Build your ideal onboarding process by selecting and sequencing the steps that work best for your business.

Onboarding Journey:

Authentication
Questionnaire
KYC / KYB (Know Your Customer)
Back-office CRM

Flexible Authentication Options for Secure Onboarding

Authentication is a key element of the onboarding process, ensuring security and compliance. Choose from a variety of flexible methods—including SMS verification, email verification, password authentication, or 2FA—or combine them for enhanced security with Multi-Factor Authentication (MFA).

For added convenience, enable Single Sign-On (SSO) with trusted providers such as Google, Microsoft, or Apple. For the highest level of protection, integrate biometric security or custom face recognition through a branded app, offering seamless yet robust security.

Questionnaires for a Tailored Onboarding Experience

Create a personalized onboarding experience by designing fully customizable and secure questionnaires. Collect essential information about individuals or businesses to ensure a comprehensive and complete onboarding process that addresses all their needs.

Comprehensive KYC Services

Simplify identity verification with our flexible KYC services. Integrate seamlessly into your onboarding process or use as a standalone solution. With global coverage and advanced security, we ensure compliance at every step while speeding up the verification process.

Discover more about our KYC services.

Discover more about our KYC services

KYB Solutions for Business Verification

Verify businesses with ease through our KYB service, whether as part of your onboarding flow or as a standalone solution. Handle everything from document validation to executive KYC and UBO verification—all with full flexibility to suit your needs.

Learn more about our KYB services.

Learn more about our KYB services

Discover more about our KYC services

Learn more about our KYB services

One CRM for Onboarding and KYC & KYB Management

Simplify and centralize the management of your onboarding process with a scalable back-office CRM. This tool allows you to oversee the entire flow of onboarded individuals or businesses, from initial registration to final approval. Easily track user progress, manage required documentation, and make informed decisions on approvals or rejections. The CRM ensures that the entire process is streamlined and under your control.

Key Features:

Configurable Workflow: Tailor workflows to meet your specific onboarding needs, enabling efficient approvals, document requests, and process management.
User and Data Management: Control roles and permissions to securely manage data access while ensuring smooth collaboration across teams.
Real-Time Decision-Making: Manage user progress directly from the CRM, with the ability to approve, reject, or request additional documentation. Notifications are automatically sent to users, guiding them through the next steps.

Business Intelligence for Onboarding

Gain valuable insights into your onboarding process with advanced Business Intelligence tools. Track trends, identify drop-off points, and analyze user behavior to continuously optimize and improve efficiency. With real-time data, make informed decisions, streamline operations, and enhance user satisfaction.

For more information, visit our Business Intelligence page.

Launch Your Digital Onboarding Solution in Days

Deliver an onboarding experience that’s fast, automated, and fully customizable to your business needs. Drive conversions, reduce drop-offs, and scale your business effortlessly—begin today.

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