Shuttle makes it easier to onboard businesses and high net worth personal customers – direct from a website or via an account opening team. Our cloud based platform speeds up decisions about applications ranging from sole traders to more complex onboarding cases involving multiple directors, overseas shareholders or beneficial ownership.
Shuttle is the first onboarding platform to enable introducer partners to originate applications and collaborate in the process, using the same platform and workflows. We provide flexible options based on the particular partner / customer relationship and compliance requirements.
Build your direct business by enabling applications from your website. Automate onboarding by setting up products, forms, E-Contracts and document requests. Give your customers access to their own portal to complete the application.
Open new channels with our Partner Portal. Become preferred partner to introducers through excellent customer experience and flexible options to collaborate in the application process. Also onboard new partners using the platform.
Work in real-time with your customers to improve application accuracy. Use our Digital Forms service, with multiple 3rd party APIs, to dynamically validate customer data before an application is submitted.
Open accounts upto 50% quicker with our Customer Progression service. Instant Message with customers and set automatic reminders to prompt when contracts have not been submitted. Reduce the paperwork flow with your partners.
Automate complex applications by setting risk profiles to request additional KYC checks based on information submitted in the application or identified in 3rd Party API checks, including Companies House.
Maintain all customer documents and correspondence in one secure hub with a full audit trail. Extend your security to your partners. Give your customers control over who has access to their PII once the application is completed.
Who Uses Shuttle?
We are a global business providing solutions to clients that want to create a competitive advantage to grow their business through Key Business Introducers (KBIs), such as brokers and intermediaries. We work with Tier 1 Banks, Challenger Banks and professional services companies.
If you have big plans to grow but face challenges around conversion rates, excess paperwork or customer experience in your introduced channels, Shuttle can help.
Shuttle is provided as a white label solution and works with 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.