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.

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PassFort Videos

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Revolutionise customer onboarding

Watch this short explainer video to see how PassFort can revolutionise your customer onboarding journeys. Manage KYC, KYB, AML and other compliance checks in one integrated solution.

Your data providers come together in one place. Compliance policies are digitised and configured using our smart, flexible technology. And teams can manage applications and ongoing risk in the PassFort Portal. 

It takes 1.5mins to discover a new way to manage customer onboarding with PassFort as part of your customer lifecycle eco-system.


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Paid and PassFort, a risk management story

Hear from Founder of Paid, Tom Howsam, on how the invoice payments firm is supported by PassFort to complete KYC/AML and other compliance checks.

Working with Paid from the beginning on its risk management processes, PassFort has been part of the company's growth. Now a trusted and recommended provider, Tom also shares Paid's vision for frictionless customer onboarding.


 

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PassFort for KYC case management

Use PassFort for quick and efficient KYC case management.

From the perspective of a KYC or Onboarding Analyst, see how easy document collection is using PassFort.

Communicate with customers directly and create a better onboarding experience.


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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.


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An introduction to PassFort

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

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.


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PassFort's growing integrations

Our Product Manager, Mauricio Alves, talks about the growing number of leading data providers integrated with PassFort.

The strategy is to ensure our clients can complete many different types of compliance and data checks any where in the world.


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Digital transformation means a process of continual improvement

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

Our CEO and Co-Founder, Donald Gillies, talks about PassFort's approach to supporting clients. 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.


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3 benefits of choosing PassFort for customer onboarding

PassFort Product Manager, Yahia Abaza, takes a minute to talk about 3 things PassFort can do to improve onboarding journeys.
If you are planning a digital transformation of compliance processes, we can help you with:

1) A high-level view of your entire workflow
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.)


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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 our 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.


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Focus on service, as much as software

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

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


 


Longer reads

PassFort is transforming KYC, KYB and AML compliance checks for businesses.
Taking this knowledge, we unveil 5 pitfalls in customer onboarding journeys, and how to avoid them.

Get your copy of this white paper for a deeper understanding of how to improve onboarding journeys and make your business more efficient.

Speed-reads

Data sheets to show how it all works.

Want some light reading about the PassFort solution? Sign up for our newsletter, published each quarter.

Plus, 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

4) Efficiency in all areas of customer onboarding

5) PassFort for Wealth Managers

6) Digital transformation of customer onboarding

Partner data sheets

We are proud to work with iovation, a TransUnion company. You can get information on the offering in this data sheet:

Fraudforce and PassFort working together

Knowledge base articles

We will keep adding to this collection but for more information and in depth articles, take a look in the PassFort knowledge base.

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We would love to show you what PassFort can do.

Please contact us anytime to book a demo or keep reading to discover more about the PassFort solution.

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