Uniify provides a unified platform for financial institutions to streamline customer onboarding by automating KYC, KYB, and credit assessment processes. This solution reduces onboarding time by 85% and cuts costs by 50% through effortless integration and tailored workflows.
Funding
$3.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions face challenges in efficiently onboarding new customers due to complex KYC, KYB, and credit assessment requirements. These processes are often time-consuming, costly, and can lead to customer abandonment.
Solution
Uniify offers a unified platform designed to streamline and automate customer onboarding for financial institutions. The platform simplifies the gathering of customer data, meets KYC, KYB, and credit assessment requirements, and elevates the customer experience. By providing tailored onboarding experiences and a unified API, Uniify reduces onboarding time, cuts costs, and improves operational efficiency. The platform enables quick and effortless integration with various service providers, allowing access to data from numerous sources through a single service.
Target Audience
Uniify primarily targets financial institutions, including leasing companies, banks, accounting and bookkeeping firms, and financial advisory services, seeking to optimize their customer onboarding processes.
Features
- Custom onboarding flows tailored to specific business objectives and priorities.
- Simplified client verification processes for rapid compliance.
- Unified API for seamless integration with an extensive range of data sources.
- Real-time credit assessment using financial data from trusted sources.
- AML directive compliance to ensure customer verification.
- Business onboarding solution for rapid compliance and effective company verification.