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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!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
FlexiComp/toggleClass replaced by explicit Action 1.84.0
Listed On
04/07/2020
Latest Release
08/22/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 31
Custom Tabs: 18
Custom Apps: 4
Lightning Components
Global: 19
App Builder: 1
Community Builder: 3
Languages
English
French

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.84.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/16/2020

Additional Details

FlexiKYC – AI-Driven KYC & Compliance for Salesforce FlexiKYC is a native Salesforce solution that automates customer onboarding, KYC workflows, and compliance risk management. Designed for financial institutions and regulated businesses, it simplifies due diligence while improving speed, traceability, and cost-efficiency. Includes open sanctions, OFAC, EU Sanctions FREE Coonectors Or connect to Refinitiv, Dow Jones, ComplyAdvantage, Creditsafe, Kompany — no lock-in. Combine onboarding and back-office processes in Salesforce 24/7 secure onboarding with multilingual community access ARIA-compliant and accessible for all users No-code forms and upload templates, dynamic by profile and process Automate document requests, reminders, and validations Customize risk scoring with your own criteria (jurisdiction, UBO complexity, sector, etc.) Automatically generate visual ownership structures and real UBO percentages

Need help?

Ubiclouder.com

Esch sur Alzette, Luxembourg

8h per day support from 9h to 17h Paris timezone.

Support Phone+35227997851
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