Transform your onboarding process with a digital solution designed to drive conversions, reduce friction, and boost efficiency. The onboarding solution is built to deliver a seamless, compliant, and globally scalable experience that works for your business and your customers.
Onboarding Is Still Too Slow and Fragmented
Manual checks, disconnected tools, and weak orchestration create friction across every onboarding step. Teams lose conversion while compliance effort keeps rising.
Every tool needed to onboard compliantly and convert consistently.
Financial-grade Identity & Access Management
One security model across your customer app, admin portal, and API. RBAC, consent management, audit logging, SCA. PSD2/PSD3 and MiCA compliant from the ground up.
Customisable questionnaires
Fully configurable, secure questionnaires to collect essential information. Design questions, set logic, personalise for individuals or businesses.
AI-powered document processing
Document upload triggers automatic data extraction. Customers confirm rather than retype. 195+ countries. Average completion under five minutes on mobile.
KYC and KYB within the flow
Individual identity and full business verification, document validation, biometric matching, UBO identification, as integrated steps or standalone services.
Back-office CRM
Every application flows into a centralised CRM. Track each applicant from registration to approval. Automatic notifications guide customers without manual follow-up.
Business Intelligence for onboarding
Track trends, identify drop-off points, and analyse user behaviour across the full onboarding funnel. Real-time data to continuously optimise conversion.
Frequently Asked Questions
What is Onboarding as a Service?
Be1B's Onboarding as a Service provides a complete digital onboarding workflow including authentication, KYC/KYB verification, questionnaires, and a back-office CRM, all configurable to your needs.
Can the onboarding flow be customized?
Fully. Configure the steps, branding, required documents, and verification thresholds. Build your ideal process by selecting and sequencing steps that work best for your business.
What is the typical onboarding completion rate?
Our customers achieve 85-95% onboarding completion rates with Be1B's optimized flows, compared to the industry average of 60-70% for traditional onboarding processes.
Can KYC and KYB run as standalone services?
Yes. Both KYC and KYB can be embedded directly into your onboarding journey or deployed as standalone verification services, depending on your operating model.
What management tools are included?
The platform includes a back-office CRM for onboarding and KYC/KYB management, configurable workflows, document handling, approval controls, audit-ready tracking, and business intelligence for conversion analysis.
Can we configure onboarding by region or product line?
Yes. Flows, policies, and requirements can be tailored by market, product, and risk profile.
Does the solution support both individuals and businesses?
Yes. The platform supports onboarding journeys for individuals and legal entities, including KYB and UBO checks.
How does back-office case handling work?
Teams work from a shared CRM workspace with queues, role-based actions, evidence records, and approval routing.
Can we integrate with our existing stack?
Yes. API-first architecture supports integration with CRM, ERP, data providers, and internal systems.
Get Started
Ready to Modernize Your Onboarding? Connect with Be1B experts: https://be1b.com/contact