Know your Customer Flow

The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.

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Know your Customer Flow

Know your Customer Flow

The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.

Use Workflow

By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy

Understand Your Clients Better with Know Your Customer 

Know Your Customer or KYC procedure recently was widespread only among banks. It was used to understand the financial manners of clients. Nowadays, more and more companies want to understand consumers, and this method gaining popularity. The basic elements of KYC are name, location, occupation, age, gender, nationality, contacts, payment information, and identity proof. Those criteria will help show the full portrait of the buyer and make regular charges concerning goods or services.

The features helping to automate the workflow are the following:

  1. HTML form — made to simplify data collection and management. Easy to share and fill out.
  2. Adjustable Bots, that control the process of filling out. They remind users about the necessity to file document and workflow owner about all changes.
  3. Secure environment for safe collecting and processing of information.
  4. The powerful toolkit, located fully in the cloud.
  5. Partner mode for non-team members with accessibility only to the HTML template you shared.

Creation of the electronic Know Your Customer Flow speeds up the process of gathering and systematization of all data.

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Save an average of 8 hours per week with an automated Know your Customer Flow workflow

Spend an average of 10 minutes to complete a Know your Customer Flow document

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No-code automation, integrations, configuration and distribution of Know your Customer Flow

  • Add additional fillable fields to Know your Customer Flow

    Workflow document feature example Workflow document feature example
  • Embed fillable Know your Customer Flow in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example
  • Collect payments for Know your Customer Flow

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Know your Customer Flow

    Workflow document feature example Workflow document feature example
  • Request attachments for Know your Customer Flow from recipients

    Workflow document feature example Workflow document feature example
  • Integrate Know your Customer Flow with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Know your Customer Flow

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

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