Optimized for potential customers. Streamlined for internal teams.
Collect data. Set conditional logic. Qualify leads for the sales team. Verify identities for the compliance team. Enrich data for risk team.
A global set of data & verification providers to customize workflows and automate decisioning, configured to your unique risk criterias.
Make a great impression to potential customers with a sign up experience that's fully on brand.
Formalize helps you focus on closing your leads & delivering a great experience, not chasing for documents