Build best-in-class digital onboarding flows without writing a single line of code.
Monitor performance and optimize your flow based on automated reports.
Screening and monitoring without having to do a thing.
CRM and case management built around your processes.
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 overview section to monitor the overall performance of your flow and see reports on users’ activity and behaviours.
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.
Client Monitoring 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.
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.