Ubiclouder Experts (Customer Onboarding, KYC, KYB, AML) - Ubiclouder.com - AppExchange
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Ubiclouder Experts (Customer Onboarding, KYC, KYB, AML)
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 10
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 2
  • Year this company was founded Founded 2013
Ubiclouder Experts (Customer Onboarding, KYC, KYB, AML)
First Independant KYC App for Salesforce
FlexiKYC References across the world !
360° Risk Assessment Overview
Automatic Customer Upload Screens
FlexBilling CPQ and Billing
FlexiProj enterprise projects and operations management (Kanban, agile)
Conférence construire sa stratégie CRM
Salesforce Tour 2015 Ubiclouder.com Customer Award
Innovation Process References
Finance industry and fintech specialist KYC / AML, Services Billing

We propose consulting and Preconfigured Solutions and Apps. Client Onboarding isn't easy without easy experience designed components. KYC process can also be simplified.

Highlights

  • Onboard your customer in a beautiful and flexible onboarding process, KYC / AML compliance has never been so easy with FlexiKYC.
  • Manage complex orders like package of services with products, options, mass invoice, recurrent billing, complex pricing sheme has never been so easy with Flex Billing.
  • Follow up projects and invoice based on time or fixed price.


Description

Secure and deploy a KYC / AML process on the web, mobile. Accelerator is flexible for banks, fund management, KYC providers and HNWI customer onboarding.####Use IA in your customer checks using best of learning algoritms on your data.####Help your team prepare the KYC and AML file using the best technologies and the best design. ####Deploy enterprise-wide project management, budget time and set goals. By mobile or internet, anywhere in the world and at any time, the work done is reported and recorded. Follow the latecomers and reward the best elements.## ##Help your salespeople sell more and avoid configuration errors by offering packages with guiding options. Create contracts and recurring or direct invoices.####Consult us.##info@ubiclouder.com

Geographic Focus

International Austria France Luxembourg

Languages

English, French

About Ubiclouder.com Ubiclouder is specialized in KYC and Onboarding Solutions. ####With FlexiKYC your investors are experiencing one easy onboarding process available internationally and at any time. ####You can welcome them in a secured community on the web and on mobile. The community is branded with the company design and contains latest and exclusive information for your customers and investors without requesting it. Being able to integrate the sales process and KYC all in one customer/investors onboarding is streamlining customer experience. ####Compliance officers can cooperate to streamline and ease customers on boarding. ##Track activities and priorities and follow an action plan is easy as one click.##The KYC Process Secured End to End####FlexiKYC security is always updated at the latest state automatically and best world security specialists are taking care of Salesforce platform. Double authentication can be used to onboard customers securely. Information can be easily secured with a profile, field security rules and encryption.

Headquarters
Esch sur Alzette, Luxembourg
Phone
+352 661 828 301