Empower your team collaboration company-wide with CoorpID
Simplify the KYC process with CoorpID and enable your team to receive, review and delegate documents.
Step 1: Get started
Setup your team
Accept requests from team members or invite them to join to start collaborating. You will be able to manage your team from a centralized hub.
Step 2: Review documents
Comment and review your clients’ documents
Review all information required for the KYC process from one single place. Notify your client about the status of each document and highlight the ones that need assistance.
Step 3: send special requests
Request for additional information
Whenever you have specific questions or require additional KYC documents, CoorpID will guide you to create and send the request directly from the tool. No more painfully long email threads.
Step 4: Always on track
Track progress for all your clients in one single view
Get a structured overview of your relationships with multiple clients. Understand upcoming review cycles and prioritize your next actions in the KYC process.
