Ensure that all your data collection processes are effective and help you provide a 360-degree view of your customer in one central location
Keep your customer data in one central location and define the information that will be kept on your customers according to their risk profile.
InScope lets you configure custom fields and define KYC rules to specify which field or document is mandatory or optional in different scenarios.
Customer information and documents can be imported from an existing application, input by your team or by clients themselves through the self-service portal.
InScope then presents this information in user-friendly screens such as the client overview dashboard and company structure charts.