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Resources Overview

This KYC Portal CLM Knowledgebase is constantly being updated with new features. Let us know if you would like us to inform you personally when a new feature is uploaded.

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Mandatory Fields on Status ChangeFeatures

Mandatory Fields on Status Change

Faster Notifications ManagementFeatures

Faster Notifications Management

Customer Outreach Tool OverhaulFeatures

Customer Outreach Tool Overhaul

Record Deletion and Recycle BinFeatures

Record Deletion and Recycle Bin

Notification alerts based on workflow statusFeatures

Notification alerts based on workflow status

Data Retention ModuleFeatures

Data Retention Module

Sourcing KYCP Data for KPI and Operational Reporting DashboardsFeatures

Sourcing KYCP Data for KPI and Operational Reporting Dashboards

KYCP Integration with MASTERCARD MATCH Pro to Enhance Merchant Due DiligenceFeatures

KYCP Integration with MASTERCARD MATCH Pro to Enhance Merchant Due Diligence

KYCP Embedded Companies House IntegrationFeatures

KYCP Embedded Companies House Integration