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Average Ratings 1 Rating
Description
Transform your traditional designs into a sophisticated and adaptable service engine. Our intuitive design tool allows you to convert your existing workflow into well-defined visual steps and phases, incorporating tasks, resources, and the ability to modify elements without starting from scratch. Manage all client onboarding seamlessly through a centralized dashboard. With real-time analytics, you gain enhanced oversight on time-to-value and customer retention. You'll pinpoint specific areas in your workflow that require your focus and creativity, facilitating effective communication throughout the organization. By empowering your frontline staff to share their insights, you'll gain a deeper understanding of customer challenges, enabling you to refine and innovate your processes. This approach not only increases employee engagement and satisfaction but also nurtures a culture that prioritizes customer-centric problem-solving. Additionally, by leveraging data-driven decision-making, your organization can continuously adapt to market changes and customer needs.
Description
Verify 365 provides advanced client onboarding for law firms, estate agencies, accountants, and IFAs. Verify 365 allows you to be confident that your clients have been thoroughly vetted. This will save you time and reduce the risk of fraud. Verify 365 provides biometric verification to ensure that your clients are indeed who they claim to be. Verify 365 performs thorough ID checks including government-issued IDs and address verification. Our AML checks ensure your clients aren't on any financial crime watchlists. We also check the source of funds to make sure that your clients' money is legitimate. Verify 365 includes epayment and esignature capabilities to make the onboarding process quick and easy. Verify 365 supports more than 10,000 government-issued identification cards from over 200 different countries. Verify 365's global reach allows you verify clients from around the globe.
API Access
Has API
API Access
Has API
Integrations
Actionstep
Clio
DPS Computing
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Puntt AI
SOS Connect
Salesforce
Integrations
Actionstep
Clio
DPS Computing
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Puntt AI
SOS Connect
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$2,50 per verification
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Affinity Canvas
Country
United States
Website
www.affinitycanvas.com/product/
Vendor Details
Company Name
Verify 365
Founded
2020
Country
United Kingdom
Website
verify365.app/
Product Features
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List