Digital Onboarding Solution

A set of tools built around a no-code setup to future-proof your business.

Flow Builder overview
blue circle

Flow Builder

Flow Builder is the backbone of digital onboarding solution. It structures your onboarding process using a simple drag-and-drop interface. It consists of Builder, Connector, Designer and Performance overview section.

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.

Before launching the flow, you can test it at any time to ensure that things are working as expected.

Once the flow has been launched, use Performance section to monitor the overall performance of your flow and see reports on users’ activity and behaviours.

Read more
Client Portal overview
red circle

Client Portal

Imagine a CRM and case management system that is directly connected to your processes and flows - this is exactly what Client Portal is.

It automates everything from monitoring to renewals by understanding client data + risk and thereby automates your setup.

Read more
HelloFlow - Performance Analytics overview
green circle

Performance Engine

Once the flow has been launched, use the Performance section to monitor the overall performance of your flows and see reports on users’ activity and behaviors. To give you a clear overview, all data is displayed as intuitive graphs, charts, or tables.

See how individual flows are performing and where you can improve to grow. Leverage the near real-time data provided in Performance to map flow steps that need improvement to accelerate client conversion.

Read more
Risk Assessment Builder for Client Onboarding
blue circle
Risk Engine

Speed up the client onboarding process and improve decision making by integrating Risk Engine into your onboarding flow. Custom-made risk models build around your onboarding flows can automatically evaluate clients' risk giving you a score-risk status.

Perform risk assessments based on pre-defined parameters to establish clients' risk profiles. Improve operational efficiency by reducing the time and costs related to manual risk evaluation.

Read more
Client Monitoring overview
yellow circle
Monitoring Engine

Monitoring Engine enables you to ensure KYC and AML compliance. Create clear and auditable processes adjusted to your needs to run customer checks at any time and frequency.

Save time and reduce operational costs by setting an automated KYC monitoring. Protect your reputation, ensure regulatory compliance and fraud prevention by monitoring and verifying data over time.

Read more
Get started now

Sign up for a trial account and start building unlimited flows.
Start a free 14-days trial.

Start a free trial
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Yellow Circle
Green circle with opacity
Blue circle with opacity
Green circle with opacity
Yellow Circle
Blue circle with opacity