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Introducing plug and play client onboarding

With HelloFlow, setting up a client onboarding process takes minutes, not weeks - no coding needed.

See a full client onboarding process flow being built in under 8 minutes. No cheating.

How can HelloFlow help you?

Build compliant, best-in-class flows for every process.

  • Create a flow using a simple drag-and-drop interface.
  • Verify the user by adding a range of KYC services, such as NemID, BankID, Onfido, etc. - all without coding.
  • Launch completely digital client onboarding flows in minutes, not months.
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Flow overview in Flow Builder

Clear overview of flows' performance and reports

  • Monitor the near real-time data.
  • Access analytics and insights on the performance of your flows anytime, anywhere.
  • Improve conversion based on drop-off reports.
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Client Portal overview

CRM and case management built around your processes.

  • Have all your processes effortlessly connected to your CRM.
  • Everything from monitoring to data renewal is automatically handled.
  • Get a tool built specifically for your operational teams.
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Client Monitoring overview

Automatically evaluate clients' risk during onboarding

  • Automate risk assessment for each onboarding step.
  • Make risk-based decisions according to your set parameters.
  • Digitalize risk scoring with custom rules.
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Client Portal overview

Set up a screening and monitoring process - without coding.

  • Choose from a range of databases and AML screening services.
  • Simply click-and-drag them into your process and then you're done - our onboarding platform does everything else.
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Client Monitoring overview
Security and privacy

At HelloFlow, security and privacy are at the core of our mission to create solutions that can future-proof your processes - find out more at the link below.

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Let us give you a personal tour of the platform! Contact us to learn how we can help you accelerate your client onboarding process.

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