ComplyWay Total Solution
Your one stop shop for effective KYB compliance
THE COMPLETE TOTAL SOLUTIONCustomer Portal
The ComplyWay Portal can be branded and customised so you can manage questions and processes your way. Our Customer Portal has strong UI and UX design principles, all within a user-friendly interface.
Integrate it as your own subdomain for example: kyc.yourdomain.com, for seamless blending into your digital ecosystem. With ComplyWay, you can create a solution that’s uniquely yours.
Built for mobile and desktop use
Liveness test and document capture from mobile devices
Secure and penetration tested
Designed for large complex question sets
Supports multiple users completing an entry
User can add or complete information over time
01Communicate
Email communication is branded & tested against leading email clients in light and dark mode.
You can send email via your own email servers to bypass spam filters, making sure your emails land in the intended inbox.
We can create automated emails if needed.
02Automate
Create workflows of customer data processes.
Workflow actions can be created for security prompts, data pages, API integrations & conditional logic.
You can add the tables and fields you need into ComplyWay to tailor it to your needs.
03Manage
Monitor your customers progress in workflows.
Stop, start, and change in-flight workflows.
Once all data is collated, see all your onboarding KYC and DD data into one place.
Automated chasers.
Discover seamless integration
The ComplyWay Total Solution seamlessly integrates into your current systems.
How does ComplyWay work?
Created by XRM®, industry leaders in fintech and Microsoft development, ComplyWay can easily integrate with your Microsoft cloud infrastructure.
The ComplyWay Total Solution includes:
Connection Explorer for Microsoft Dynamics 365:
This helps you visualise the connections between the records you create and allows you to maintain those connections as well.
Identity Verification
Passport image and identity verification all in one place.
Risk Engine for Microsoft Dynamics 365:
If you have multiple jurisdictions and different risk ratings you can configure our Risk Engine to create diverse models, helping you manage all your risk from a single platform
Integrated Intelligence with World-Check® One from Refinitiv* integration for 5 users:
We can integrate your screening solution into your CRM system. Using World-Check® every contact in your system can be screened if needed.
ComplyWay Customer Portal for Microsoft Dynamics 365
Our ComplyWay portal brings everything together, so the individual ComplyWay Solutions fit into and look like your current system - branded to suit your business.
All Microsoft Dynamics 365 and third-party API updates included
Expert Help Desk Support
Contact us to find out how you can start your ComplyWay journey today.
Arrange Your Demo Now
Arrange Your Demo Now
ComplyWay: A powerful suite of productivity tools that make Know Your Business (KYB) compliance simple.