Portail Clients

Des parcours d'onboarding fluides

Lancez des parcours d'onboarding personnalisés pour automatiser les flux de travail, réduire les frictions et augmenter votre conversion. Attirez plus de clients en vous lançant sur de nouveaux marchés.

Des parcours d'onboarding fluides
Defacto
Defacto
Mooncard
Mooncard
Payset
Payset
Younited
Younited
Hashflow
Hashflow
Flowdesk
Flowdesk

Measurable Results

95%

Faster KYB Processing
Turn a multi-day process into instant approvals.

100%

transparency
Get full explainability with instantly justified decisions.

120x

human speed
Process compliance cases 120 times faster than human analysts.

94%

False positive reduction
Reduce manual review workload to critical checks only.

benefits

Le parcours d'onboarding que les clients adorent

Conversion client améliorée

Boost conversion with onboarding flow built for businesses and UBOs

  • Minimum data input required for verification
  • Streamlined user experience reduces drop-off rates
  • Optimized flow designed for maximum completion rates

Coûts réduits

Cut operational costs by minimizing manual reviews

  • Automated workflows reduce manual intervention
  • Lower churn rates contribute to higher revenue
  • Streamlined processes minimize operational overhead

Récupération automatisée

Seamlessly obtain updated information and ensure ongoing compliance

  • Automated requests for updated information
  • Seamless document recollection processes
  • Continuous compliance monitoring and updates

Global Market Expansion

Launch in new markets and adapt to regulations with ease

  • Avoid complex internal development requirements
  • Quickly adapt to new regulatory frameworks
  • Scale onboarding processes across multiple countries
Laura Chaput
Laura Chaput
Head of Compliance

After evaluating multiple solutions on the market, we chose Dotfile because of its unparalleled flexibility and user-friendly platform. Dotfile has been a game-changer.

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Keyrock
Liquidity Solutions Provider
Julien Fissette
Julien Fissette
Co-fondateur et CPO
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Nous avons pu importer dans Dotfile l'intégralité de notre base d'investisseurs venant de plusieurs fonds, en quelques minutes. En quelques clics, nous avons ensuite lancé un screening LCB-FT et la mise à jour des informations. C'est également la première fois que je peux abandonner ma matrice de risque Excel, car Dotfile m'offre la flexibilité de calculer le risque exactement comme je le souhaite.

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Roundtable
Plateforme d'investissement communautaire
Maria Catanea
Maria Catanea
Responsable de l'Intégration des Clients

Ce que nous avons aimé chez Dotfile, c'est que le produit était beaucoup plus moderne que tout ce que nous avions vu ailleurs.

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Payset
Multi-Currency Account Provider
Jordane Giuly
Jordane Giuly
Co-fondateur
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Lorsque vous optez pour une solution comme Dotfile, vous n'obtenez pas seulement la qualité de l'API, du logiciel ou de sa sécurité. Vous établissez également une relation avec l'équipe. Nous apprécions la grande réactivité de l’équipe, sa proactivité et son expertise sur le sujet qui est au cœur de notre métier.

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Defacto
Leader du financement court terme des PMEs
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fonctionnalités

Votre parcours d'onboarding est un jeu d'enfant

Parcours optimisé

Parcours optimisé

  • Build infinite onboarding scenarios without coding
  • Customize AML screening and verification requirements
  • Optimize the process to meet your unique business needs
Données pré-remplies

Données pré-remplies

  • Leverage official global sources to pre-populate business data
  • Reduce manual data input requirements significantly
  • Foster data accuracy and accelerate onboarding timelines
Configuration facile

Configuration facile

  • Create step-by-step flows using our intuitive no-code editor
  • Define verification scope for companies and individuals by role
  • Launch custom onboarding flows without technical complexity
Lancez, testez, itérez

Lancez, testez, itérez

  • Identify conversion bottlenecks through comprehensive analytics
  • Run A/B tests to optimize performance and user experience
  • Leverage data insights to continuously improve onboarding flows
Intégration simple

Intégration simple

  • Embed widget in your product with just a few lines of code
  • Use hosted version for even faster deployment
  • Seamless integration with existing systems and workflows
Personnalisation

Personnalisation

  • Full branding customization with low-code flexibility
  • Multi-language translations for global market expansion
  • Best-in-class user experience with minimal coding requirements

Envie d'en savoir plus ?

Réservez une démo de 30 minutes dès aujourd'hui

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ressources

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