It took me literally 1 min to set up my KYC process on Forest Admin and I don’t have to perform old SQL queries into the raw database to access customers’ information.
You have all your customers information in a single view.
You can upload new documents, accept or reject them, ask customers to update new documents.
You can keep track of key metrics regarding KYC process.
You can define a workflow according to the status of your customers onboarding or your documents verification (signed up, awaiting legal docs, accepted...)
On Documents Validations table, you can check the consistency between database information and documents, keep track of the backlog of unverified documents, save time decreasing number of clicks.
You can use the rich text editor to display a credit card with customer information, use the file picker to upload document and edit, rotate and crop the uploaded documents.
You can browse your linked collections, navigating through documents, transactions, contacts from the Companies collection.
You can assign KYC checks to various team members, implementing another layer of structure and security on your workflows.
You can give different permissions to your team members to make your processes more secure and robust.
You can check what has been done on a record or by another user.
You can communicate and leave a note on specific records.
