Resources - welcome!

PassFort creates and shares videos, data sheets and infographics about customer onboarding. Some of it's about the PassFort solution, some of it's about our lovely customers and colleagues.

Take a look around. Get familiar. And, get in touch if you have any questions. We would love to hear from you.

PassFort Videos

Revolutionise customer onboarding

Watch this short graphic explainer video and see how PassFort can revolutionise your customer onboarding journeys. Managing KYC, KYB and other compliance checks through integration in one solution.

Your data providers come together in one place. Configure (and re-configure) compliance policies using smart, flexible technology. And manage applications, as well as ongoing risk in with your teams in the PassFort Portal.

It takes about 1.5mins to discover a whole new way of managing customer onboarding. Make PassFort part of your customer management eco-system.

Goldex, innovators in gold trading, and how they use PassFort

Fernando Ripolles and Sylvia Carrasco, co-founded the world's first online gold trading platform with Goldex.

In this 2-minute video, they talk about their relationship with PassFort, how they work with us and what they achieve using the platform.

Goldex is growing fast, opening up in new markets and PassFort is supporting growth with KYC checks and compliant onboarding of new customers.

An introduction to PassFort

Find out more about the company and the people working at PassFort.

Henry and Donald, our co-founders, talk about what PassFort helps clients to achieve, while Courtney and Rikin share more on expansion and growth plans.

You should get a flavour for what we're about in under 2minutes.

Digital transformation means a process of continual improvement

When you transfer your customer onboarding journeys to a digital platform, how do you guard against a "set and forget" approach?

Our CEO and Co-Founder, Donald Gillies, talks about PassFort's approach to supporting customers. The flexibility of both our software and the service we provide ensures digital transformation of customer due diligence checks that can be iterated for continual improvement.

3 benefits of choosing PassFort for customer onboarding

PassFort Product Manager, Yahia Abaza, takes under a minute to talk about just 3 things PassFort can do to support improvement of customer onboarding journeys.

If you are planning a digital transformation of your compliance processes, we can help you with:

1) A high-level view of your entire process flow
2) Clear decision points in your processes
3) Data to show where improvements can be made

(He also gives a little preview of what's coming next in the roadmap.)

PassFort creates operational efficiency

In this one-minute story, Luke talks about how PassFort can be used to create operational efficiency in the onboarding process.

Financial services businesses use the SaaS platform to automate customer due diligence tasks.

When automation isn't possible or optimal, teams collaborate in the PassFort Portal to deliver decisions quickly and compliantly.

Focus on service, as much as software

PassFort CEO and Co-Founder, Donald Gillies takes around 20secs to explain how you get much more from PassFort than software to support your onboarding journeys.

Ongoing review and iteration of your processes and how you use the PassFort solution supports improvement. It's an essential part of what we offer our clients in working to develop relationships with their customers.

Data Sheets

Speed read how it all works.

Want some light reading about the PassFort solution?

Take a look at our data sheets, then decide if PassFort is right for you and your team. You may want to share a data sheet with a colleague or a peer - and that's OK too!

1) Introduction to PassFort

2) Data Provider Integrations

3) Customer success - dedicated to supporting you

3) PassFort for Wealth Managers

4) Digital transformation of customer onboarding