Shuttle is a cloud based secure customer onboarding and document management solution that manages Personally Identifiable Information (PII) and commercially sensitive data.
New regulations such as GDPR are raising the bar in terms of how companies secure their customer’s PII throughout the application process. We are the first platform designed to provide a secure online vault for multi-party transactions. External 3rd parties such as introducers and notaries can now collaborate in the customer application process.
Together with our clients and partners we are transforming the first impression businesses make with their customers.
Open new channels to market with our Introducer Portal. Become preferred partner to introducers by providing great customer experience and flexible options to collaborate in the application process.
Work in real-time with your customers to improve application accuracy. Use our Digital Forms service to dynamically validate customer data and support document capture and E-Signatures.
Open Accounts up-to 50% quicker with our Customer Progression service. IM direct with customers, set reminders to automatically prompt when contracts have not been submitted.
Bring your remote customers closer with a true Omni-channel experience. Your customers choose where and when to apply for an account whether they are on an iPhone, Android, Mac or PC.
Maintain all customer documents and correspondence in one secure hub. Extend your security to your Key Business Introducers and your customers.
Our detailed Reporting Dashboard gives your Account Opening team insight into where improvements can be made in your account opening process.
Who Uses Shuttle?
We are a global business focused on clients that want to create a competitive advantage in growing their business through Key Business Introducers (KBIs). We work with Tier 1 banks, Challenger Banks and professional services companies, such as accountants and agencies.
If you have big plans to grow but struggle with low conversion rates, lots of paperwork or poor customer experience in introduced business, Shuttle is right for you.
Shuttle is provided as a white label solution and fits in easily into different account opening processes.
What Our Clients Say
I can't imagine going back to email based onboarding processes now. Since using Shuttle, our SME client onboardings have been so much easier- I can see client statuses at a glance on the dashboards, there’s a message centre to chase them if they're late and we've even reduced time per client set up by 70%. I love it, my team loves it, but even more importantly our clients love it. I think everyone would recommend Shuttle to those working with form based KYC applications.
Using the Shuttle platform allows Trademark Brothers to offer a much better customer experience to our clients. It also speeds up the whole account opening process - my clients really appreciate being able to take photos of important documentation using a tablet or mobile and complete the process in real-time. It also feels more secure.
As an advertising agency I need clients to accurately complete a checklist of documentation before I start projects for them. Any time spent chasing them up is less time spent on projects. It really helps that clients can sign my terms and conditions electronically and that all documents and communications with the client are kept in one platform.