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Case Study

Turbocharging
high-growth fintechs

Get users to your product faster with seamless onboarding. Faster to transact, faster to account funding.

Onboard your businesses same day

Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools.

All-in-one

Your entire funnel under one roof – from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling.

Better decisions, automatically

Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes.

Appropriate friction for fraud risk

Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third party sources.

Immediate and ongoing risk intelligence

Website reviews, sanction screening, social media checks, on an on-going basis

Track where leads drop off

Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings.

All-in-one

Your entire funnel under one roof – from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling.

Better decisions, automatically

Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes.

Appropriate friction for fraud risk

Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third party sources.

Immediate and ongoing risk intelligence

Website reviews, sanction screening, social media checks, on an on-going basis

Track where leads drop off

Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings.

More than no-code workflow automation

Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation.

Powerful CRM Integrations

Seamlessly integrate into existing workflows in Salesforce, Hubspot
or 100+ other CRMs.

Sales Engagement Suite

Deliver personalized reminders & nurture content at the right time, with the customer’s preferred channel - email, SMS or WhatsApp

Lead enrichment

Prioritize pipeline more inteligently with automatic social media, sales, industry + other firmographic data.

Marketing expansion

Free from internal bottlenecks and unlock marketing growth without expanding your workforce.

Dynamic E-Signatures

Easily build and incorporate your agreement acceptance into the application experience to meet your needs.

Don't let complicated code hold you back.

Our no-code flow builder simplifies the integration process, connect your CRM with ease and take advantage of pre-built integrations and banking APIs.

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Prove
Comply Advantage
Codat
Belvo
Veriff
Middesk
Equifax
Plaid
LexisNexis
Sumsub
Prove
Comply Advantage
Codat
Belvo
Veriff
Middesk
Plaid
Equifax
LexisNexis