Speed up the way you collect crucial details on potential clients at your financial institution or other business with an automated online Know Your Customer (KYC) Approval Process Template. When a client fills out your KYC form with their identifying information, it will be sent to your KYC analyst automatically. If your analyst has chosen to move forward with the client, the submission will be forwarded to your risk manager for a final check and approval.
Whether the customer has been approved or denied, they will receive an automated email informing them of your decision — which you can fully customize using JotForm’s intuitive drag-and-drop builder. You can also add more approvers, merge conditional branches, send notifications, and more! Approvers can respond seamlessly from JotForm Inbox, and as form owner, you can expertly manage your KYC Approval Process Template approval flow from any device.