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5 Journeys To Initiate Business Applications and Leads
  • Team Direct - Internal account teams directly issue an application from Shuttle invite after customer has made contact by email, phone or through a Relationship Manager
  • Web Direct - Customers can apply or express interest directly from your website or campaign landing page
  • Partner Sign - Partners (brokers, intermediaries, affiliates, introducers, accountants) self-onboard through a dedicated Partner Portal based on your eligibility and KYC criteria
  • Partner Refer - Partners refer new applications or leads in an affiliate model through the Shuttle Partner Portal
  • Partner Manage - Your most trusted partners with close customer relationships initiate applications through the Partner Portal and collaborate in their completion
  • Customer Portal
  • New customers access your account opening processes securely through web, mobile and tablet devices. The application process is completed in the safety of the customer portal where your applicant can see clearly where their data is being used, and crucially by who
  • Identity, affordability and evidentiary documents are captured by upload, webcam capture or mobile device camera capture through video-still technology. NO images of sensitive documents are retained locally
  • Customer signs forms digitally, uploads documents or takes photos using video-still technology
  • Personal Information (PII) does not leave the Shuttle platform - single point of collation for all data and documents
  • GDPR compliance in terms of customer control over PII
  • SMS and email notifications
  • Dynamic Forms
  • Data verification - Use 3rd Party APIs, such as Companies House, to verify applications or leads before they are submitted
  • Verified inputs from your customers flow through systematically to your own forms, removing the need to re-key, removing bottlenecks and improving application accuracy
  • Customers can sign forms using Digital Signing backed by Entrust certificates
  • Single or multi-party applications - Multi Director, Account Operator and Owner applications
  • Application Management
  • Your internal account team manages applications through their own Team Portal. The Portal includes a full reporting dashboard that shows new and completed applications with average completion times
  • Choose real-time or multi-stage applications if you need to qualify the applicant
  • Manage outstanding applications, change customer details or add new customers
  • Communicate with customers and partners with our native real-time messenger
  • Set automatic email or SMS reminders to customers to prompt progress
  • Verify and timestamp submitted documents for audit and compliance
  • Accept and reject applications
  • Set up internal admin team rights
  • KYC Decision Readiness
  • Get all the information you need to complete KYC. Request identity, affordability and evidentiary documents
  • Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and DueDil
  • Shuttle automates standard and complex KYC processes based on what the customer has submitted in the application form
  • For example, different documentation or other checks can be requested based on the status or location of directors
  • Flexible Configuration
  • Shuttle is white label platform that comfortably adopts your logos, palettes and design schema giving your customer the confidence of brand continuity and the expected digital customer experience
  • Design your workflows within Shuttle to suit your existing and evolving processes and Shuttle provides several options for account administration, monitoring and governance
  • Email notifications, SMS messages are delivered with your url links and company addresses