Hours, not weeks
Move from fragmented hand-offs to one online process.
Business onboarding platform
Onboard every business. In hours, not weeks.
Wiseflow replaces forms, emails and chasing with one online process your team controls.
Customer outcomes
How we helped a Tier 1 bank.
10×
Faster to go live
100%
Right the first time
Minutes
From sales to compliance checks
Works with the systems you already use
See integrations
Companies House
Creditsafe
Dun & Bradstreet
Experian
Equifax
ComplyAdvantage
LexisNexis
Veriff
Onfido
TrueLayer
Plaid
Salesforce
HubSpot
Microsoft Dynamics 365
DocuSign
Customers have already said yes. Don’t make them wait while forms, inboxes and hand-offs catch up.
Right first time
Catch missing information before it reaches the review team.
Fully configurable
Change products, partners and rules without waiting for an IT release.
Forms, emails and chasing
- Forms
- Waiting
- Chasing
- Re-keying
- Rework
3 weeks
With Wiseflow
One controlled process
Customer live4 hours
The film
See what changes.
What happens after a customer says yes.
How it works
Your customer applies once. Wiseflow does the rest.
Your team can follow every application from the first form to the final decision.
01Collect
One application that asks only what applies. Customers provide the right information and documents once, in a form that adapts as they answer.
- Conditional questions
- Document collection
- Save and return
- Right-first-time validation
02Verify
Run every required check in the right order. Bring company, identity, credit and screening checks into the same recorded process.
- Provider orchestration
- Company information
- Identity evidence
- Screening results
03Decide
Apply your rules consistently to every case. Straightforward applications move ahead while exceptions reach the right person with their evidence attached.
- Policy-based decisions
- Exception routing
- Recorded approvals
- Explainable outcomes
04Monitor
Keep one record for the customer lifecycle. Keep the original application, checks, changes and reviews together after onboarding.
- One ongoing record
- Recorded changes
- Review history
- Lifecycle context
Wiseflow runs the routine.
Information, documents, checks and policy move through one recorded process.
Review the cases that need judgement.
See why a case needs attention, review the evidence together and keep every decision recorded.
New product, partner or rule? Your team makes the change in Wiseflow, ready for the next application.
Full control
Change a rule or question and keep every version recorded.
Every customer type
Set Wiseflow up for each customer, partner and market.
Your providers
Change a provider without a re-build.
Consistent decisions, every time
Apply the same policy to every application.
Every step recorded automatically
The audit trail builds itself as the process runs.
No lock-in on your data providers
Change providers without rebuilding the workflow.
Why Wiseflow
For regulated teams onboarding at volume. Make every outcome consistent, recorded and ready to explain.
Connect Wiseflow to the data, checks and systems you already use.
Data and checks
- Company information
- Identity
- Credit
- Screening
Wiseflow
- Collect
- Verify
- Decide
- Monitor
Your systems
- Core platform
- CRM
- Operations
- E-signature
Industries