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Automated KYC with FREE connectors and Cost effective integration

By Ubiclouder.com

Streamline KYC and compliance directly in Salesforce.

No Ratings
Starting at €29   EUR/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
Manufacturing
Business Need
Finance
Websites
Integration
Requires
Sales Cloud
Service Cloud
Platform Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

FlexiKYC AI-powered solution that streamlines onboarding, automates risk scoring, and adapts to any regulation or jurisdiction. Unlike traditional tools, it offers real-time insights, dynamic forms, UBO mapping. Certified in Luxembourg.

  • Don't let KYC lock your growth. Scale up your business internationally!

Highlights

24/7 Secured Onboarding via Community Portal Invite clients into a secure, multilingual Salesforce Community with personalized access. Available worldwide, anytime.

Accelerated Onboarding Process Reduce onboarding time by over 40% with automated data collection, validations, and document uploads.

No-Code Form and Upload Builder Easily adapt forms and required uploads per country, entity type, or process—without any programming.

AI-Powered Match Classification Handle high volumes of KYC matches using AI-assisted suggestions in a Kanban interface. Swipe, review, and decide faster.

Automated Risk Scoring Engine Configure your own scoring logic with multiple criteria such as jurisdictions, activities, years in business, and more.

Real-Time UBO Mapping and Calculations Automatically generate ownership structures and calculate real UBO percentages with visual graphs.

Integrated Remediation & Follow-up Never miss a review or expired document. FlexiKYC automates alerts for clients and compliance officers alike.

Multi-Provider KYC Integration Connect to Refinitiv, Dow Jones, ComplyAdvantage, Creditsafe, Kompany and open sources—no lock-in.

100% Salesforce Native & Secure Runs entirely within your Salesforce org. No external cloud. Full audit log, data privacy controls, and double authentication.

Provider Details

Ubiclouder.com
Esch sur Alzette, Luxembourg
Founded
2013
Website
Email
Phone
+352 661 828 301

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.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Contact us for more information.

Default Plan

€29 EUR/user/month

Lowest Starting Price

More From This Provider

Ubiclouder Experts (Customer Onboarding, KYC, KYB, AML)
by Ubiclouder.com
No Ratings
We propose consulting and Preconfigured Solutions and Apps. Client Onboarding isn't easy without easy experience designed components. KYC process can also be simplified.