Risk Assessment Builder

Add a risk-based approach to your onboarding process with HelloFlow's Risk Assessment Builder.

Risk Assessment Builder for Client Onboarding
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Automated risk evaluation

Digitalize your clients' risk scoring by taking into account values assigned to every step of clients' onboarding to improve decision making.

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Risk classification

Define your own rules and thresholds for countries, employment of financial risk.

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Automation

Assign values to chosen fields, then let our risk engine do the magic. Clients' risk profiles will be automatically evaluated.

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Custom-made risk models

Build customized risk models around your onboarding flows.

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.

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Our solutions

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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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