PassFort | Solution

Your CLM Solution

An intelligent solution to customer lifecycle management

With digital customer onboarding journeys and ongoing risk management, you can drive:

Faster time to revenue;
Higher conversion rates;
Fewer drop-offs;
Efficient risk monitoring;
And great customer experiences.

We are committed to delivering a flexible compliance and risk management solution that works for your business and your customers. Automating compliance processes to optimise them and making manual intervention smarter and easier.

CONFIGURE

Your PassFort solution will be configurable by nature. Workflows are built around a central risk engine, not a start and end point.

The solution can be tailored for your products, target audiences, the jurisdictions you operate in and the regulations you have to meet.

PassFort can be integrated with the data providers you use and the CRM system you love.

Collaborate

Create a single source of truth for your customer data. Give teams an effective collaboration tool for full case management around your CLM processes.

Sales, KYC, Compliance, Onboarding and Operations teams make risk-based decisions for each account based on real data.

And you focus resources where they add most value, saving time when collecting documents or completing manual checks and enhanced due diligence.

Case management

Change

With speed and flexibility built-into your CLM SaaS solution, you can act fast to change compliance processes whenever you need to.

Digital transformation of your compliance processes is painless. We can get you up and running with a complete solution within weeks.

Gain competitive advantage by adapting to new regulations quickly. Ready yourself for entering new markets and launching products. And get valuable data from your solution to improve productivity and efficiency on a continual basis.

Read on

Customer Experience

Your customers get a great experience when they are onboarded through PassFort.

Once they have chosen your product and made an application, we'll get them onboarded quickly and seamlessly.

Maximise straight through processing (STP) for faster time to revenue and when manual action is needed that's flagged so your team can get right on it.

On-going risk and off-boarding are controlled in PassFort too, removing friction, making scheduled reviews easier and driving continual improvement.

Case Study

Benefit Your Business

Scroll through all the reasons to talk to PassFort about a CLM solution for your business

Accelerate time to revenue

On average, our customers onboard 84% of their clients without the need for manual intervention. Our platform gives the companies we work with a competitive advantage by digitising legacy processes while increasing efficiency across data collection, customer onboarding and full customer lifecycle management.

Reduce costs

Digitising compliance processes vastly reduces the margin for error during an onboarding journey. It also speeds up the end-to-end process, which is managed in a single solution. Our clients can onboard more customers faster, without having to add additional resources and take unnecessary steps. This is great for businesses with big growth plans; scaling fast.

360 degree customer view

PassFort gives clients a 360° view of their customer base across products and jurisdiction making cross and up-sell opportunities clearer. The businesses we work with benefit from having a single source of truth around customer data, giving them greater confidence when making targeted decisions about products or risk.

Auditability

All interactions, decisions and processes are captured in the Audit Report in PassFort. This means clients have operational oversight real-time. No administrative effort is needed to generate data and firms can create on demand reports for internal teams, senior managers, external auditors and regulators with minimal effort.

Make informed decisions

Capture and share real-time insights on customers using tailored data and reporting specific to your business. See the effectiveness and efficiency of your onboarding and lifecycle management processes in an instant. Use your data to optimise processes, reduce costs, increase revenue and enhance customer experiences.

Manage and mitigate risk

Automate risk scoring taking into account all factors from your KYC/KYB and AML checks, and the good judgement of your team. Build in a re-screening cadence for customers at any point in time or for those flagged as high risk. Plus get in-platform alerts if and when risk status changes on any profile to mitigate risk and maintain compliance.

Enhance customer experience

Increased competition among financial service providers and rising expectations from customers means there is no room for a poor customer experience. PassFort helps you accelerate onboarding, speed up time to decision and improve the efficiency of teams by automating tasks. The net result of this is a faster, frictionless experience for your customers.

A GUIDE TO GET YOU STARTED

We have great resources in our Knowledge Base to help you get the most from PassFort. Why not begin with this "Get Started" guide? It gives you quick and simple step by step instructions on the basics.

Everything you need to be up and running with your CLM solution in no time flat.

Read the article

Solution

Book a Demo