Seamlessly onboard business clients digitally- online or in-branch to win new relationships.
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Digital application with business validations
Automated KYC/KYB verifications
Compliance questionnaire & e-sign
Banker dashboard to review and approve requests
Data transfer to the banks core system
Create, submit, and track status of new account opening requests, easily across various devices.
Collect all required business data and run automated validations of tax ID, secretary of state and ownership.
Digital KYC/KYB checks for fraud and identity verifications.
Capture required compliance responses to ensure eligibility.
Track, process, and decision requests efficiency to match your workflow.
