For lenders, increasing amount of commercial funding originates through intermediaries. With different systems, the result is often manual processes, poor application quality and low conversion rates.
In the SME world, this problem is magnified by having to collect documentation and signatures from multiple directors in multiple locations.
Shuttle solves these problems with document collection and e-signatures in one platform. Intermediaries get enhanced relationships with SMEs. Funders get more accurate, quicker applications and higher conversion rates.
Speed up account opening by up-to 50% by automating reminders. The timestamp feature creates an audit trail and prompts your client when forms or contracts have not been submitted.
Reduce costs by 70% by cutting out manual processes. Collect forms and contracts digitally into one central location. Team members can view progress in real-time with a dedicated dashboard.
Create a great experience for your clients and stay compliant when working through intermediaries. Allow 3rd parties to initiate the process using the collaboration feature.
Shuttle is delivered as a white label solution in your own look and feel and has many configurable workflow and admin rights options to work with your existing processes workflow.
Reduce error rates with an intuitive omni-channel (desktop, tablet or smartphone) client portal allowing multi-parties within your client to submit the forms you need.
Make things easy for overseas or hard-to-reach clients. Give external contributors direct access to the Shuttle platform for AML, KYC and other compliance documentation.
Who Uses Shuttle?
We are a global business focused on the Finance sector, and our users range from Tier 1 banks, Challenger Banks, P2P lenders, accountants and specialist professional services companies.
If you have a checklist of documents or information that you need to collect as part of your account opening process, and believe in innovating to deliver the best possible experience for your business clients, Shuttle is right for you.
Shuttle fits in easily into different onboarding 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.