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Connect

Service clients with digital client interfaces

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Validate your clients
(KYC Processes)

  • Meet compliance requirements and assess risks

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  • Confirm client identify, protect against fraud

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  • Validate identify remotely using eKYC on mobile app, including proof of life check and database check

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  • Leverage existing KYC to open accounts (KYC reliance)

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  • Simplify KYC for basic deposit accounts, adapt process to risk level

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  • Integrate with advanced validation processes for higher risk clients

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Give clients control
(mobile, app, web)

  • Best in class information and transaction options

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  • Native mobile interface, re-skinned to your brand, or dedicated app

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  • Account application via mobile app

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  • Text message gateway, configurable and triggered by API, Control accounts via facebook messenger

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  • Integration with your front-ends, including web-sites and apps

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Simplify applications
(data gathering tools)

  • Gather information and on-board clients via online tools 

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  • Gather data via loan origination systems

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  • Integrate data via API integrations 

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  • Confirm documents from electronic signatures 

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Connect via multiple channels
(CRM tools)

  • Multiple channels to connect to your clients, managed through a unified portal

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  • Messenger, chatbot and facebook

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  • Email and phone

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  • Analytics tools

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  • Integrated client ticketing system

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  • Provide client access via web-site and mobile apps

Let's work together.

Reach out and our dedicated team will help you find the right solution for your business.

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