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The revolutionary no-Code digital verification and risk decisioning platform for individuals and businesses.
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Case Management at its Finest
Case management streamlines onboarding with a centralized dashboard, empowering administrators, auditors, and agents to efficiently resolve customer cases and unify information
Case Creation
Once a customer initiates the KYC process, a case is generated, containing all relevant information, and promptly assigned to an agent.
Case Creation
Case Assignment
The designated agent assumes responsibility for the entire process, which includes making calls, gathering documents, and verifying identities.
Case Assignment
Monitoring & Management
Administrators can monitor and track cases that are pending, completed, or under review, as well as the duration of assignments to agents.
Monitoring & Management
Auditing & Compliance
To ensure adherence to regulations, auditors conduct reviews of completed cases in the management panel. Discrepancies are flagged for correction.
Auditing & Compliance
Resolution
After the confirmation of the customer's identity, the case is ready for closure. Detailed case information remains accessible for future reference or audits.
Resolution
Reporting
The panel generates insightful reports and analytics concerning the onboarding process that aid in identifying bottlenecks, allowing administrators to make improvements.
Reporting
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Our diverse and innovative solutions empower Banks, Fintechs, Insurance companies and NBFCs. We are a trusted partner for a wide range of businesses, assuring excellence across sectors.
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