Get to know your customers faster while giving them a better experience

Speed up identity verification with automated “know your customer” (KYC) processes that help you stay compliant and onboard financial customers – quickly, accurately, and securely.

Capabilities Included:

Benefits

Easy document handling

Time-consuming paperwork and complex manual processing? Not with Nintex automation.

Save time and cut costs

Speed up onboarding by automating repetitive tasks, while syncing with your existing systems.

Consistent and reliable

Collect all the customer info you need every time, so nothing important gets overlooked.

Automated KYC

Make KYC checks quick, easy, and compliant

Nintex makes KYC checks simple. Using your current intake system or Modern Forms, you can easily submit key customer details and upload the necessary government documents. From there, Nintex RPA takes over – automatically routing the information for review and approval, updating records, and launching your new client’s onboarding process. It’s quick, compliant, and potentially saves you a ton of manual work.

Please Your Customer

Avoid delays that drive customers away

KYC checks are essential to protect your business from risky associations and potential fines. But if the process drags on, that first interaction with a new customer could feel slow and frustrating. With Nintex, compliance checks happen quickly, creating a better first – and lasting – impression.

Read our eBook

Simple Digital Forms

Fast compliance, clear communication

Easily automate compliance checks from start to finish. Customers fill out a simple digital form that Nintex routes to your team for review. Once a decision is made, the customer is automatically notified, the data is logged, and their account is ready to go.

Why Our Customers Trust Nintex on

Satisfactory, Resourceful, and Automated Software for Process Digitization.

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Nintex Process Platform has revised the entire operations in a company, where there is automation, simplification, and digitization of various procedures. Further, workflow automation has been attained, and there is no complex task for staff. Besides, the analytical procedures have been outlined, and concrete results achieved at the right time. The project mapping and monitoring have also been fully enhanced.”

Nintex Process Platform is the Jack-of-all-trades to for business process analysis, mining, automation, management and optimization.

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In the manufacturing department, I use this tool to automate repetitive and manual workflows thus eliminating them. Again, it's possible to use bots to speed up business operations and workflows thus saving time and operational cost. Human intervention is also reduced when using this tool. Operation efficiency is also achieved when using this tool.”