Know your Customer Flow
The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.
By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy
The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.
By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy
The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.
By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy
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:
Creation of the electronic Know Your Customer Flow speeds up the process of gathering and systematization of all data.
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
Add additional fillable fields to Know your Customer Flow
Embed fillable Know your Customer Flow in your website or distribute it via a public link
Collect payments for Know your Customer Flow
Authenticate recipients for Know your Customer Flow
Request attachments for Know your Customer Flow from recipients
Integrate Know your Customer Flow with dynamic web-forms
Auto-generate documents from data in Know your Customer Flow