Gain all the information you need to meet compliance standards at the first time of asking.
Verify source of wealth, sanction and PEP checks, and proof of address in one form with built-in biometric ID verification.
Eliminate inefficient client screening. Send forms that automatically prompt users for more verification based on responses.
Deliver best-in-class experiences to start your client relationships off on the right foot. Send one form to get all the information you need, sync live data across your account to free information from email threads and avoid siloes, easily share forms from the Binderr platform, and lock-in compliance with automated ongoing monitoring, triggers and checklists.
Lock-in compliance and make ongoing monitoring routine. Set up automatic triggers and checklists that send new questionnaires to your clients before your next risk assessment is due.
Make Binderr's best-in-class user experience an extension of your brand. Customise your questionnaires with white label branding and deliver a seamless, personal onboarding process.
Never waste time duplicating data entry. Binderr’s live data sync automatically pulls client information where it’s needed: In your client profiles, risk assessments and reporting dashboards.
All your due diligence in one process. Verify identities, perform source of wealth checks and confirm addresses without burdening clients with multiple requests.
Build intelligent forms that prompt users for necessary due diligence checks based on their responses.
Deliver personalised experiences with white label functionality.
Set up custom automated triggers that send questionnaires to clients for easy ongoing monitoring.
Live data gained from questionnaires auto-populates profiles, risk assessments and reporting dashboards.
Build forms the way you want with custom fields, drag-and-drop blocks, or choose from our library of pre-made templates.