Today’s digitally immersed customers expect things to happen quickly and easily. And with every month that passes, their definition of what this looks like gets more extreme. Tolerance of slow, email or paper-based processes is in free fall.
Shuttle is a secure cloud-based platform offering document management, e-signature and customer next-step management. It accelerates your onboarding process, turning it into a real-time collaboration between everyone involved in the transaction. Shuttle takes your services right into the palm of your customer’s hand. And it won’t just be your customers who benefit. You’ll be saying goodbye to time-consuming document management and versioning and hello to significant efficiency savings. You’ll also avoid the ever-increasing security risks associated with an email-based approach.
And, because Shuttle is competitively priced, it’s a modest but powerful investment.
So, move ahead and take your customers with you.
Say goodbye to your basic ‘Contact Us’ form. Easily create digital forms to accept enquiries from your website. Get an immediate insight into customer profile, company structure and SEIC.
Open new channels with our Partner Portal. Let new partners including Introducers / Brokers / Intermediaries sign-up on your website and complete your KYC requirements.
Once account is open, let partners refer or manage applications dependent on their relationship with the customer. And track progress and commission status.
Get to a lending decision quicker. Gather key decisioning certificates at source using API feeds from Companies House, Equifax, Onfido, CreditSafe and Passport Proven.
Access enterprise grade KYC services from Equifax, Creditsafe, and Passport Proven with rates that are often cheaper than going direct.
Maintain all 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.
Who Uses Shuttle?
Deploying Shuttle is easy. Implementation is speedy and smooth; it’s user-friendly; cloud-based and you’ll get up and running in minutes:
• Pricing is based on a usage monthly subscription making Shuttle is affordable for every profile of business
• White labeling will give your own “on brand” experience
• And by integrating seamlessly with all market-leading CRM tools we add an improved collaboration experience and support your journey to a truly paper-free, email-less environment
With proven bank-grade security, you can safely move key sensitive documentation between all parties involved in getting the business done
• All communications are time stamped and stored safely in one place to provide accurate audit trail reporting
If you work with sales channels and third parties, Shuttle is the best way to bring everything together. Your third-party partners have their own dedicated access portal where they introduce and manage new customers.
Your key business introducers, agents and partners, whether internal or external benefit from the secure, easy to use solution that helps you win and close more business.
Shuttle isn’t just a technical solution, it’s the first impression you create with your customers adding the human touch to communication and getting the deal done quicker. It uses smart, simple workflow with no need for new infrastructure or support. But best of all it reduces costs by eliminating paper processes and unsafe emails, increasing productivity and maximising conversions.
What Our Clients Say
I can't imagine going back to email based business customer boarding processes now. Since using Shuttle, our SME client boardings 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.
With Shuttle, clients can register, sign our T&Cs and provide all the project info we need through our website. We wouldn't be able to scale if we processed everything manually. Our introducers can also refer detailed projects and see their commissions.
Cutpay uses Shuttle's Partner Portal to sign up our reseller partners who can then refer business. Without the cost savings of getting instant KYC information from Shuttle, we won't be able to be the most competitively priced provider of SME merchant services in the market.