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Ubiclouder Experts (Customer Onboarding, KYC, KYB, AML)
Finance industry and fintech specialist KYC / AML, Services Billing
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 1
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 6
We propose consulting and Preconfigured Solutions and Apps. Client Onboarding isn't easy without easy experience designed components. KYC process can also be simplified.
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
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.
Dynamic forms, Dynamic uploads and downloads.
Contract management, Invoice management, Special stock management for finance and media industries.
Provider Details
Ubiclouder.com
Esch sur Alzette, Luxembourg
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.
Geographic Focus
Shows the regions where the provider operates or has done business
Countries
Luxembourg
Languages
Supported Languages
English • French