BUSINESS IDENTITY MADE EASY
One platform to collect and monitor all the information you need about your client
Get complete and up-to-date information from brokers and business customers in a simple and streamlined way so you can scale up faster.
Scale up your financial service by focusing on meaningful tasks.
Chasing after your business client information consumes as much as 63% of your team's time. The AIO platform provides financial service providers, brokers and fin-tech companies everything they need for collecting client information in one place. Financial documents, online forms and e-signatures enriched with data from dozens of providers in one smart cloud service.
Smart checklists and flexible workflows remove friction and simplify your customer journey.
Streamline your client
information collection for a fast 360° view their business structure and financials.
Flexible document upload, eSignatures, online forms and periodical updates, automated and made easy.
+ Fast Time-to-Market
+ Flexible & Configurable
+ Reduce risk with Checklists
+ Document Verification
+ 360° business view
+ Tamper-proof data
+ Verified quality data
+ Cloud solution
Understand who you are doing business with, faster.
AIO is using cutting edge AI technology to automatically cross check and verify data so you can speed up your underwriting process by up to 80% while maintaining clients' privacy.
A simple digital experience that requires no integration.
Provide your business customers a digital experience.
Streamline data collection & verification.
Customers review and store a copy of their verified identity.
Data reliability scores you can rely on to reduce risk.
How does it work ?
Sign up to AIO's Business Identity Dashboard to obtain customer data.
AIO guides your customers through AI tailored checklists.
Patented AIO technology verifies data
in real time, preventing fraud and safeguarding customer privacy.
Monitor identity data, get alerts and updates to reduce friction and risk.