AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Automated KYC with FREE connectors and Cost effective integration

Streamline KYC and compliance directly in Salesforce.

Overview

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.

1 of 9

See How Automated KYC with FREE connectors and Cost effective integration Works

  • 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.

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

Categories

Business Needs
Finance
Websites
Integration
Industries
Horizontal Product
Financial Services
Manufacturing
Personas
Executive
Sales Representative / Manager
Other
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

More from Ubiclouder.com

  • 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.