Onboarding Flow

Frictionless Onboarding Process

Launch custom onboarding processes to automate workflows, reduce friction, and boost conversion. Launch in new markets to onboard more clients.

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Frictionless Onboarding Process
Defacto
Defacto
Mooncard
Mooncard
Payset
Payset
Younited
Younited
Hashflow
Hashflow
Flowdesk
Flowdesk
benefits

The Onboarding Process Customers Love

Increased conversion

Increased conversion

Boost conversion with a frictionless onboarding process optimized to verify businesses and UBOs with minimum data input.

Reduced costs

Reduced costs

Cut costs by streamlining processes and reducing the need for manual reviews. Minimize churn and contribute to higher revenue.

Automated recollection

Automated recollection

With automated recollection processes, you can seamlessly obtain updated information or request new documents to ensure regulatory compliance.

Julien Fissette
Julien Fissette
Co-founder & CPO
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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.

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Read the full story
Roundtable
Community-Led Investment Platform
Maria Catanea
Maria Catanea
Head of Client Onboarding

What we liked about Dotfile is that the product was much more modern than anything we had seen elsewhere.

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Payset
Community-Led Investment Platform
Jordane Giuly
Jordane Giuly
Co-founder
<script src="https://fast.wistia.com/embed/medias/ymy3yi6iy4.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><span class="wistia_embed wistia_async_ymy3yi6iy4 popover=true popoverContent=link videoFoam=false" style="display:inline-block;height:84;position:relative;width:150"><a href="#">Play</a></span>
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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.

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Read the full story
Defacto
Leader in short-term financing for SMEs
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features

What Makes The Onboarding Process a Breeze

Optimized flow

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

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

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

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

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

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.

Want to see this in action?

Book a 30-minute demo today

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resources

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