CRMJetty

Managing KYC document submission can feel overwhelming, and we completely understand why! FinTech companies handling customer onboarding are generally stuck working with outdated email chains, unsecured file-sharing systems, and manual verification processes. Their teams rely on spreadsheets to track document expiry, scattered folders for storage, and constant follow-ups with customers who’ve submitted incomplete paperwork. Getting even a single customer fully verified means precious time wasted on back-and-forth emails. And this is where the need for a better solution emerges. We know that FinTech firms worldwide aim to provide their customers with a secure KYC portal that enables them to submit documents seamlessly. Additionally, they are always hunting for the best tools to provide instant visibility into verification progress while automating document routing and submission workflows. The actual verification—OCR checks, biometric validation, and liveness detection—runs through thir...