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  • Monthly
  • Annual
  • Currency:
  • GBP
    • USD
    • EUR
    • GBP
  • Rookie
    + Everything you need to start your digital onboarding revolution.
    + Everyone starts here. Start small and upgrade when you've found a groove.
    + Fully supported setup.
    + Access to external premium services.

  • Up to three users
  • Five forms
  • Messaging System
  • Electronic Signatures
  • Companies House lookups*
  • Passport/ID Verification from Passport Proven*
  • Integration to CreditSafe services*
  • Easy document upload for your customers
  • Initial Service Setup Included
  • *Chargeable Services
    All-Star
    + For committed onboarders, more options, more features, more journeys.
    + Everything from the Rookie package, and more.
    + Grow your referral network.
    + Generate sales directly from your website.
  • Seven users per location
  • Five fully-automated OnBoarding journeys
  • Customer Landing Page or iFrame Web Form
  • Referrer interface with first ten licences included
  • Up to 5 Internal Users
  • Two-way integration to Pipedrive
  • Dedicated Customer Success Specialist
  • Initial Service Setup Included
  • Ultra
    + For superstars with multiple teams, different locations, established referral networks and tons of customers.
    + Build your own forms and products.
    + Fully integrated to your CRM/Back Office.

  • Administrator and User Accounts
  • Unlimited product/onboarding journeys
  • Unlimited Customer Applications From Your Website
  • Unlimited referral partner licences
  • Train-the-trainer support
  • Access to Equifax EBI and Consumer Insight services**
  • **Equifax integration via our Connector Programme.

    FAQ

    Why is the Rookie Package Free?
    There is no monthly subscription for the Starter Portal Starter Package, you just commit to minimum KYC fees. You pay from £3.5 per check for passport / identity checks. For KYC & credit info you will contract direct with Equifax and Creditsafe but we have negotiated rates that are better than if you went direct.
    How long does it take to set up the Starter Package?
    To get going, sign up online (you will need to provide a credit card) and we will contact you to set up your portal. You can start identity checks in under 24 hrs, other KYC/credit info within 4 days.
    Which markets does Shuttle work in?
    We work with regulated businesses on a global basis.
    What happens if we want to work with more partners?
    Our plans include a number of partners (ie brokers, introducers, affiliates) that can use the service. If you need more you pay an additional cost per partner.
    What is a web form?
    A web form is the application form that you put on your site. Most clients take an iframe link and integrate it directly into their site.
    How does Shuttle work with my CRM?
    Shuttle syncs with most major CRM providers including Pipedrive, Dynamics and Salesforce. Most of our customers send a notification to their CRM when a lead comes in, manage the onboarding of the client in Shuttle and then sync again to the CRM once the client is live.
    Is there training?
    Yes, there is a full training guide within the system and our customer success team is available if you get stuck.
    How easy is it to set up?
    Shuttle is a plug & play solution but we do the initial set up for clients and make any changes for 3 months.
    Can Shuttle manage the service for me?
    Yes, we offer our Shuttle Together Service, where (after first 3 months) we can make any changes you need to your webforms or product configuration.

    What Our Clients Say

    I can't imagine going back to email based onboarding processes now. Since using Shuttle, our 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.

    Claire Taylor
    CEO & Founder Simply VAT