Open business accounts
start to finish, online.
A guided application, embedded compliance, and a back-office review workflow — one white-label platform that takes a corporate customer from first form to a live account, without the paper.
Everything onboarding a corporate customer needs — in one flow.
Not a form that emails a PDF to a branch. A complete pipeline: the customer applies, compliance runs in line, and your team reviews and approves on a clock.
Nine structured steps take a corporate applicant from entity details to documents — with autosave and resume-anywhere drafts.
Applicants apply online, save progress, and track status by a private reference token — never a guessable account number.
PEP and FATCA declarations, KYC/sanctions screening, and significant-stakeholder capture run inside the application, before approval.
Authorized signatories, signing mandates, and board resolutions captured and validated as part of the same flow.
A six-stage pipeline routes each submission through compliance, document verification, internal review, and approval with role-based queues.
Per-step SLA clocks flag breaches in real time, and every action is written to an immutable, exportable audit log.
Two sides, one application.
The customer fills in a guided nine-step application. Behind the glass, every submission runs a six-stage review pipeline — assigned, screened, verified, and approved.
One application, every service it touches.
No re-keying between systems. The customer portal feeds a single application record that flows through compliance, documents, SLA monitoring, and audit — and out to core banking when approved.
Self-service sign-up, draft autosave, and reference-token tracking — the only surface the applicant sees.
The single source of truth: business entity, signatories, facilities, and mandate, all on one record.
PEP, FATCA, and KYC/sanctions screening with stakeholder mapping, attached to the application.
Upload, checklist validation, and verification against the tenant’s required-document policy.
Per-step timers start automatically, surface on-track and breached counts, and escalate by role.
Every workflow action is logged immutably; applicants and staff are emailed at each transition.
Your brand, your products, your rules.
One codebase serves every institution as an isolated, white-label tenant. Configure it from an admin console — no engineering — and the application, emails, and customer portal all wear your brand.
See a corporate account opened end to end.
We'll walk you through the applicant wizard, the review pipeline, and the admin console — branded as your institution.
More on Business Account Opening
Account Opening Turnaround Time: Setting and Hitting SLAs in Corporate Onboarding
Account opening turnaround time — how banks set, monitor, and hit SLAs across the onboarding workflow, where applications stall, and how SLA monitoring fixes it.
Authorized Signatories and Signing Mandates: Getting the Account Mandate Right
Authorized signatories and signing mandates explained — mandate types (singly, jointly, either-or-survivor), per-account control, and how to get the account mandate right at onboarding.
Beneficial Ownership and Significant Stakeholders in Business Account Opening
Capturing beneficial ownership and significant stakeholders at account opening — why UBO matters, what to collect, and how to record ownership defensibly.