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
Continue
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
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