Flow Builder

Build best-in-class digital onboarding flows without writing a single line of code.

HelloFlow platform - Flow Builder,  process overview
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Digital client onboarding in 3 simple steps:

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Build: Use the Builder to define questions and flow structure then select and connect the needed KYC services to your flow. Use the Designer to make the flow look like your own with unique colors and designs.

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Launch: Before launching, test your flow to ensure it works as expected. After defining how to export client data you can launch it with just one click.

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Grow: Once your flow is launched, everything will run by itself without interruption. Visit the Performance section to see how the flow is performing and where you can improve to grow.

A process builder for the next generation.

Imagine building all your internal processes in a tool built around how you work.

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Client onboarding

Combine forms, services, and conditions to client onboarding flows for all your supported countries.

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Client monitoring

Monitor your client base using the same setup where you simply drag-and-drop the databases and services that should be monitored for changes.

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Client renewal

Don't stress over the regulatory requirements of client renewals - simply let the platform handle it.

Performance section overview
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Key benefits of HelloFlow

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Flexibility: Adjust the flow whenever you want. Flow Builder gives you the flexibility to adjust the flow within minutes without engaging additional teams into the process.

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No-code digitization: You don’t need an entire IT team to build and launch the flow. The intuitive ‘drag-and-drop’ interface allows any member of the business development team to do it.

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Cost reduction: Reduce operational costs related to the manual onboarding process by implementing digital onboarding. Reduce teams that needed to be included in the traditional setup.

Our solutions
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