Review ID
As part of many KYC processes, it is vital to identify your customers through some form of proof. This workflow allows a customer to upload a document, then guides a staff member through the review process
Dynamic Process
Some processes change depending on certain events, Journey Build helps guide staff and customers through complicated processes
Explain
Display a landing screen to explain the process to the customer
Verfify Customer
Use email OTP to ensure your customer is who they say they are
Collect Details
Collect only the information you require.
Request Documents
Securely store uploaded documents.
Keep the Customer Informed
Let the customer know the state of the flow.
Pass to Relevant Team
Update internal stakeholders that work is required.
Guide the Process
Ensure users follow the agreed process, auditing each stage.
Guide the Process
Ensure users follow the agreed process, auditing each stage.
Keep the Team Updated
Let the team know the outcome.
Keep the Customer Updated
Let the customer know the outcome.
