Get ahead and stay ahead with three simple steps.
- Using three simple features - Builder, Connector, and Designer - you can create your onboarding setup in minutes.
- Use the Builder to define questions and flow structure, Connector to select and connect needed KYC services, and Designer to make it look like your own colours and design.
- Finally, test your flow at any time to ensure that things are working as expected.
“Using the platform, you can set up a proper, sleek, and compliant onboarding process and share it with all stakeholders, all inside a single day.”
- Once you've defined how to export client data, through our API, email exporter, or by storing it on the platform, you're ready to go.
- You can either launch you flow through copy/pasting our script to you website or through redirecting to the published link
- Once your flow has been launched, you can sit back and let the paltform handle the rest.