Resources - welcome!

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.

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.

Want some light reading about the PassFort solution? 

Take a look at our data sheets, then decide whether PassFort is right for you and your team.

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

You might want to share a data sheet with a colleague or send one to a peer - that's fine too.

We will keep adding to the library and for more information take a look at the

PassFort help articles, which hold lots of great information.

Here's where we share our latest infographics, facts and stats!

1) Six considerations to get started - Customer onboarding journeys start here

2) Let's get digital - 3 benefits to digital onboarding

3) Digital Transformation of Customer Onboarding starts here

4) Five facts about millionaires and their money

5) Straight Through Processing - PassFort delivers

6) Our lovely customers - PassFort's growing client base

If you have any questions, get in touch - we'd love to hear from you.