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Are you looking for a cost-effective CRM system to handle your KYC/AML onboarding requirements? With the Shuttle white label CRM you can start the KYC process directly from your website. Start building contracts and AML requirements based on what your customers have entered in your application form.  Shuttle integrates with 3rd party identity check provides such as DueDil, Onfido and Equifax.

Increase Conversion

Easy to build application/lead forms for your website.

Start your onboarding process directly from application form:

  • Build your letter of engagement / contract

  • request different forms and AML documents 

No rekeying of data by you or the customer. Increased application accuracy.

Make it easy for applicant to fill in forms digitally through own portal - including digital signing.

Collect AML documents such as personal identity or affordability documents.

50% DISCOUNT OFFER - REQUEST A DEMO

Shuttle Benefits

Shuttle is the Onboarding CRM for Professional Services, allowing  innovative companies to scale their direct and partner business by reducing paper flows. Perfect for companies that service remote/overseas clients and/or want to grow their applications through introducer partners.
 

Grow Partner Business

Your Own Introducer Portal to explain why partners should do business with you.

Sign up Introducer partners digitally directly through your site. No paperwork.

Let Introducer Partners refer traffic

Start the onboarding journey straight from your partners referral.

Let Introducer Partners monitor referrals.

Works with brokers, affiliates intermediaries, introducers, other partners.

White Label

 Demonstrate Compliance

Increased security as all documentation and comms in one place. 

Keep an audit trail of every customer interaction and consent.

Enforce your GDPR processes with your introducers.




What People Are Saying About Shuttle







"I can't imagine going back to email based business customer 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 who want an Onboarding CRM"
 

Claire Taylor 

CEO Simply VAT


COMPANIES THAT LOVE SHUTTLE

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Discount offer is 50% discount on first 3 months subscription, 12 months minimum contract. For clients who sign up by July 2018.

www.shuttleon.com

Your Own KYC CRM

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