Convert more without sacrificing compliance or the budget.
Seamless, Fast, and Compliant KYC
Accelerate and simplify compliant customer onboarding with our automated KYC software. Our secure, mobile-friendly platform digitizes onboarding workflows, ensuring seamless identity verification, document collection, and compliance management — all in one place.
Reduce onboarding time, eliminate manual errors, and improve customer experience.
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Customizable KYC Onboarding Checklists
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Automated Approvals
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Real-Time Activity Tracking & Audit Trails
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Data Protection & Control
Streamline Applications & Account Openings
Say goodbye to spreadsheets, email attachments, and paperwork overload. Valtio streamlines digital onboarding for financial services, bringing every step — from document collection to approvals and signed agreements — into a single, organized platform.
Workflows tailored to your specific business needs.
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Document Collection
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Electronic Signatures
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Consent Capture
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Automated Reminders & Due Dates
Build Trust
Trust is the foundation of strong customer relationships, especially in financial services. Our digital onboarding platform helps businesses establish credibility from the very first interaction by providing a polished, branded, and transparent onboarding experience.
Our guided client onboarding plan ensures customers understand each step of the process, reducing confusion and enhancing confidence. Giving both your team and customers peace of mind.
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​Branded Onboarding Portal
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Mobile-Friendly Interface
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Eliminate Friction, Reduce Errors
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Increased Customer Satisfaction and Conversions