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Collect

Customers apply once, and get it right first time.

One online journey, by link, on your website or in your app, that asks each customer only what applies to them.

onboarding.acme.com

Company details

Northwind Trading Ltd
09482731
United Kingdom
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Journey

  • Company details
  • Directors & UBOs
  • Documents
  • Review & submit
ENDEJA+34

Collect capabilities

  • Only the right questions

    Conditional logic by customer type, product and market.

  • Checked before submit

    Fields and documents are validated as the customer goes.

  • Stop and come back

    Save and return, so long applications get finished.

  • Chased for you

    Automatic reminders and document requests.

Built for your brand and your channels

Customers apply through a branded journey: by link, on your website, in your app or by API. Wording can run in their language, and known registry details can be pre-filled.

  • Branded journeys
  • Link, web, app, API
  • Multi-language
  • Pre-fill from registries

Same journey, every channel

Your brand, wherever the customer starts

  • LinkSent to the customer
  • WebsiteOn your site
  • AppInside your app
  • APIStarted by your system

Wording in their language

Company number pre-filled

Sales and customer, in one application

Sales complete their part of the application, then the customer completes the rest. Directors and owners are invited to their own steps.

  • Shared applications
  • Director and UBO steps
  • Document upload
  • E-signature

Northwind Trading Ltd

Shared application
  • SalesCompany detailsComplete
  • CustomerDirectors and ownersContinuing
  • DirectorOwn stepInvited

Proof

Customer outcomes

  • Minutes

    From sales to compliance checks

Collect at a glance

  • Journeys

    • Link, web, app, API
    • Multi-language
    • Per partner variants
  • Data capture

    • Conditional questions
    • Registry pre-fill
    • Document upload
  • Conversion

    • Real-time validation
    • Save and return
    • Smart reminders
  • Collaboration

    • Sales and customer
    • Director and UBO steps
    • E-signature

Next up

Bring us your problem. We'll configure the demo around it.