Periodic KYC reviews, address and tax details, contract amendments: Our solution collects due updates automatically - pre-filled, guided and written back into the core system with a full audit trail.
The starting point
The customer is long since on board, but address, tax status or risk profile change. Regulation requires periodic reviews - usually collected by mail merge, spreadsheet and phone chasing.
The process journey
Five steps, one journey - for every recurring KYC or contract update. Click through.
In the application
Every periodic update as a guided journey - delivered for you, pre-filled and written back into the core system, audit-proof.
The result
Due updates reliably collected - pre-filled, confirmed and with no re-keying in your team.
Confirmed data flows back automatically - your team types nothing.
Every review runs the same for everyone - guided, complete and traceable.
From the first campaign to an ongoing cycle - without a long IT project.
United Signals