The Onboarding Process Customers Love
Increased conversion
Boost conversion with a frictionless onboarding process optimized to verify businesses and UBOs with minimum data input.
Reduced costs
Cut costs by streamlining processes and reducing the need for manual reviews. Minimize churn and contribute to higher revenue.
Automated recollection
With automated recollection processes, you can seamlessly obtain updated information or request new documents to ensure regulatory compliance.
We were able to import in Dotfile our entire investor base from multiple funds in minutes. We then initiated Anti-Money Laundering screening and asked for information updates in a few clicks. It is also the first time that I am able to ditch my Excel risk matrix because Dotfile offers me the flexibility to compute risk exactly how I want.
When you purchase a solution like Dotfile, you are not only getting the quality of the API, of the software, or its security. You are also getting a relationship with the team. We appreciate the great responsiveness of the team, its proactivity and expertise in the matter which is at the heart of our business.
What Makes The Onboarding Process a Breeze
Optimized flow
Build infinite onboarding scenarios using forms, AML screening, ID verifications, document checks, and more. Optimize the process to meet your unique needs.
Pre-populated data
Leverage official global sources to pre-populate business data and reduce the need for manual input of information. Foster data accuracy and accelerate onboarding.
Easy set-up
Create a step-by-step flow using our no-code editor and define the scope of checks required for both the company and individuals based on their roles.
Launch, analyze, pivot
Use analytics to identify conversion bottlenecks at the beginning of the onboarding process. Leverage data insights, run A/B tests, and pivot to ensure the best performance.
Simple integration
Embed our widget in your product with just a few lines of code, or use the hosted version to go live even faster.
Personalization
Our low-code solution gives you all the flexibility you need with minimum coding required. Personalize the flow with full branding and translations for the best-in-class user experience.
