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5 Journeys To Initiate Business Applications
  • Team Direct - account team manually invites customer
  • Web Direct - customer applies directly from site
  • Partner Refer - partner refers application
  • Partner Manage - partner initiates application and collaborates
  • Partner Sign - signup your own partners and complete KYC
  • Customer Portal
  • Customer completes application using secure Customer Portal
  • Customer signs forms digitally, uploads documents or takes photos using video-still technology
  • Omni Channel - accessible through web, mobile and tablet
  • 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 - application data is verified using third party APIs such as Companies House before application is submitted
  • One Key Forms - application data does not need to be rekeyed into contracts or term sheets once submitted
  • Digital Signing backed by Entrust certificates
  • Single or multi-party applications
  • Application Management
  • Real-time dashboard to see application status
  • Full management reporting
  • Manage outstanding applications, change customer details or add new customers
  • Native real-time messenger system to communicate with customers
  • Verify and timestamping option
  • Accept or reject application
  • Push to CRM
  • Automated KYC Journeys
  • Configure standard and complex onboarding journeys based on flags in application
  • Automatically ask for different KYC documentation based on information identified using 3rd Party APIs
  • Examples: - Multiple Directors - Overseas ownership - Beneficial ownership - Electoral Roll status
    Flexible Configuration
  • White label package
  • Flexible workflows to fit existing processes
  • Emails and SMS messages delivered from your own company name
  • Multiple options for account administration