Know Your Customer (KYC) and Prove Your Customer (PYC) methods available through Dealflo V Hub™ for customer onboarding.
Dealflo have five key modules to its solution. Firstly, we have an application processing engine, allowing us to capture data on the fly, populating agreements, if required.
Secondly, we have a verification hub, accessing some of the world’s leading verification providers.
Thirdly, we deliver document generation, allowing our customers to render their agreements consistently, across different devices, operating systems, and browsers.
Fourthly, we have e-Signature and digital signature capabilities, allowing us to capture intent from customers and rendering evidence tamper-proof.
Finally, we have a vaulting functionality, allowing our clients to store all of the electronic evidence and agreements in a secure vault. Controlling these modules, we have a service layer, which allows us to make sure your branding is front-of-house when customers are signing financial agreements.
We also have a workflow management layer which means we can cater to all the different permutations of your workflows.
VP of Sales, Dealflo
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