Increase Know your Customer accuracy using Flow template

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

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Understand Your Clients Better with Know Your Customer . Your workflow

Know Your Customer or KYC procedure recently was widespread only among banks. It was your workflow software 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 your workflow are the your workflow software 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 Template speeds up the process of gathering and systematization of all data.

Koch is apany with multiple roles your workflow. your process business bines a number of different services customer workflow. First, it provides an API to store the data that was sent to the customer in the your workflow financial services center your process business. That information can thened differently to improve the transaction process of your business, in addition to keeping your customers informed . The service has already helped many clients get through their financial woes without having to deal with many, many issues . pany also started to sell services of similar quality . The customer benefit of the service will not be a financial benefit after all . pany now needs more help to reach the customers for more accurate and more effective payments . One of the other advantages of KYC is that it allows you to make a payment directly throughing your smartphone or wallet . To get the payment details or verify your identity, you have to go into the personal account or bank account . The payment can be obtained through SMS or online banking . You can connect your phone in your home or at home . .

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

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

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

  • Add additional fillable fields to Know your Customer

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

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

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

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

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

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

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

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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.

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Stay up to date with industry-leading security standards to protect your sensitive information
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System and Organization Controls (Type Ⅱ)
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