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Onboarding

Build onboarding flows without writing code

Compliance teams design a flow for each market, product and customer type in a visual builder, and publish it when it’s ready.

What’s included

Visual workflow builder

Drag and drop steps, link and reorder them, and use the same step type more than once.

Split conditions

Branch the flow on entity data, custom properties or the risk score, with an Otherwise path for everything else.

Ready to ship

Flows come coded, translated and UX tested, so a new market doesn’t need a front-end project.

Application links

Create an application link to onboard a customer directly, and choose where they land when they finish.

Application status

Set the application status as a step in the flow, and follow every application in one list.

Hosted or API

Use the hosted flow, or run the same steps through the API inside your own product.

Questions

Short answers about No-code onboarding flows

Do we need developers to build flows?

Can we run different flows per market?

More in Onboarding

Automate your compliance now

Accelerating KYC, KYB, and AML compliance through intelligent onboarding, risk scoring, and transaction monitoring for regulated businesses.

Risk score view in the Bits dashboard

Automate your compliance now

Accelerating KYC, KYB, and AML compliance through intelligent onboarding, risk scoring, and transaction monitoring for regulated businesses.

Risk score view in the Bits dashboard

Automate your compliance now

Accelerating KYC, KYB, and AML compliance through intelligent onboarding, risk scoring, and transaction monitoring for regulated businesses.

Risk score view in the Bits dashboard