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Flow Builder

Give Your Customer Onboarding a Competitive Edge

Design and manage your onboarding, your way. The Flow Builder gives you full control over how you create, update, and launch KYC onboarding flows, without relying on support. Build compliant journeys in hours instead of weeks.

A

Accounting Firm

Live Data

Dashboard

Reporting

Individuals

Companies

Transactions

Lookups

Flows

Flows

Builder

Logic

Blocklists

Customisation

Compliance

Onboarding

Flows

Builder

?

Flow Overview

Add at least one step to save your flow.

Flow start

A

Accounting Firm

Live Data

Dashboard

Reporting

Individuals

Companies

Transactions

Lookups

Flows

Flows

Builder

Logic

Blocklists

Customisation

Compliance

Onboarding

Flows

Builder

?

Flow Overview

  1. Identity Document Capture

  1. Selfie & Face Match

Flow start

  1. Identity Document Capture

Flow end

  1. Selfie & Face Match

Accepted Documents

Select at least one document type.

Driver's Licence

ID Card

Passport

Visa

Residence Permit

Residence Permit

Required Documents

Select at least one document type.

Driver's Licence

ID Card

Passport

Visa

Full control. Faster onboarding

Create and change KYC onboarding flows yourself, adapting quickly to new products, customer types, and regulatory requirements.

Launch new flows in minutes, not hours

Make updates instantly

Design journeys that match your risk appetite

Build onboarding journeys that fit your business

Choose and arrange each step of your KYC process, including:

ID document capture

Selfie and liveness checks

Questionnaires and risk assessments

Additional actions as needed

Start

  1. Questionnaire

Search service…

Adaptive Liveness Detection

Custom Questionnaire

Document Verification

Data Input / Entry

Email and Phone Verification

Identity Document Capture

Proof of Address Submission

Start

  1. Questionnaire

Search service…

Adaptive Liveness Detection

Custom Questionnaire

Document Verification

Data Input / Entry

Email and Phone Verification

Identity Document Capture

Proof of Address Submission

Start

  1. Questionnaire

Search service…

Adaptive Liveness Detection

Custom Questionnaire

Document Verification

Data Input / Entry

Email and Phone Verification

Identity Document Capture

Proof of Address Submission

Custom onboarding link

Configure your onboarding URL.

Onboarding links will display as
https://…/verification/…

Link Expiry

Configure your link expiry settings.

1 day

Onboarding links will expire after 1 day.

Custom onboarding link

Configure your onboarding URL.

enterprise.personr.co

Onboarding links will display as
https://enterprise.personr.co/verification/…

Link Expiry

Configure your link expiry settings.

7 days

Onboarding links will expire after 7 days.

Custom onboarding link

Configure your onboarding URL.

enterprise.personr.co

Onboarding links will display as
https://enterprise.personr.co/verification/…

Link Expiry

Configure your link expiry settings.

7 days

Onboarding links will expire after 7 days.

Customisable and compliant

Adjust the look and feel of your onboarding flows, select your data sources, and configure AML screening rules, all from one place.

Get started with Personr in three easy steps

1

Book a call

Book a call with our compliance experts. We’ll set you up with a free account ready to suit your team’s needs.

2

Add your people

From new clients to your existing ones, onboard effortlessly with our self-serve platform.

3

Dedicated onboarding

From navigating local laws to support for your team members, our dedicated team will help you get set up seamlessly.

Get started with Personr in three easy steps

1

Book a call

Book a call with our compliance experts. We’ll set you up with a free account ready to suit your team’s needs.

2

Add your people

From new clients to your existing ones, onboard effortlessly with our self-serve platform.

3

Dedicated onboarding

From navigating local laws to support for your team members, our dedicated team will help you get set up seamlessly.

Get started with Personr in three easy steps

1

Book a call

Book a call with our compliance experts. We’ll set you up with a free account ready to suit your team’s needs.

2

Add your people

From new clients to your existing ones, onboard effortlessly with our self-serve platform.

3

Dedicated onboarding

From navigating local laws to support for your team members, our dedicated team will help you get set up seamlessly.