White-Label Digital Onboarding Page

Faster onboarding, less back-and-forth

Our white-label onboarding feature enables financial institutions, fintech and corporates to create a fully branded digital onboarding page to seamlessly onboard individual clients, corporate entities, or employees in a secure and compliant environment, without account creation.

 

Through a dedicated web page customized with your logo and branding you can provide a consistent and trusted onboarding experience under your own name — while leveraging our secure digital infrastructure in the background.

How it creates value

One Configurable Interface for All Onboarding Needs

  • Onboard individuals, legal entities, or internal staff through a single configurable interface

  • Collect and manage KYC, compliance, and identification data securely

  • Ensure full traceability within an auditable and tamper-proof data environment

Automated Compliance and Risk Management

  • Automate document collection and verification workflows

  • Integrate risk assessments into the onboarding process

  • Maintain structured and controlled validation flows

Seamless Integration and Scalable Deployment

  • Integrate easily via API into your existing systems

  • Embed the onboarding flow into client portals or HR platforms

  • Maintain full operational control and data governance

Select your custom form or choose from the template library.

Add tailored instructions to guide your clients through the onboarding process.

Instantly generate a secure onboarding link to send by email or integrate into your website.

Clients access a white-label onboarding form with an optimized web and mobile experience.

Progress is automatically saved, and sharing is fully secure.

The Business Problem

Client onboarding often relies on emails, PDFs, and manual follow-ups. 

This creates:

  • Delays and incomplete files

  • High operational workload

  • Inconsistent data formats

  • Poor client experience (especially on mobile)

  • Limited visibility for compliance teams

Benefits

Reduce onboarding time
Less chasing, fewer missing items, faster completion.

Lower operational cost
Standardized data collection reduces manual work and rework.

Improve compliance quality
Structured answers + required documents in one controlled process.

Increase client satisfaction
A professional, simple experience—no account creation.