Onboard: Client experience

In this video you will see an example of your client experience when you generate an onboarding link (based on one of your KYC tempates) on Onboard. You can find more information on KYC templates functionality in our tutorial “Creating your first KYC template” and on automatic requests in “Adding and managing profiles: automatic versus manual information requests”.

1. Consent message

Upon logging into Mesh ID and accessing the onboarding link you’ve shared with your client, they will see a GDPR message that requires their consent.

Consent message

2. Re-using existing information

If it is not the first onboarding your client is going through, they might be asked if they would like to re-use their existing information (in other words, the information they submitted previously). You can disable this function when generating your onboarding link if needed.

Re-using existing information

3. Selecting the type of entity

The steps your client sees next depend on the KYC template you use, and you can of course switch on and off various steps in line with your needs. Your client will be guided throughout the whole process. Mesh ID asks your client a number of questions to identify what information you require from them. First they need to indicate what type of entity they are: legal or natural person.

Selecting the type of entity

4. Legal entity details

Now your client will have several options as of how they can pre-fill the information. They can search in a country register and extract the information from there automatically or they can pre-fill it themselves manually. Once ready, they will see the entity added and they can proceed to the next steps by pressing “Continue”.

Legal entity details

5. Adding related parties

Once again, depending on your KYC template, your clients might be asked if there are any related parties (legal or natural persons). You can also adjust the definitions of any related parties according to your preferences.

Adding related parties

6. Summary of related parties

Now as the structure of their profile is identified, they need to click on “Accept and continue” to proceed with document upload / verifications.

Summary of related parties

7. Company information

Now your client will be asked to add some details on their entity. A lot of information may be already pre-filled for them. Meaning this step will not take a lot of their time.

Company information

8. Document upload

Now they will be asked to upload any documents you need from them.

Document upload

9. Personal information

If there are any related parties, they will be asked to provide some personal information of these related parties during the next step.

Personal information

10. Confirming

Once ready, they need to press “Continue” to proceed.

Confirming

11. Digital verifications

If you require your clients to go through the digital identity, address and/or contract signing steps, they will be asked to do it during this step. There are several options as of how they can do this. They can proceed by pressing “Start”, or they can share the link with the related party by sending the link manually or through Mesh ID. Note: the related party will not be asked to create an account on Mesh ID.

Digital verifications

12. Onboarding is complete

Once the related party completes their part of the process, your client will see the confirmation screen informing them that all the steps are complete.

Onboarding is complete

In this guide we showed you an example of your client experience when you generate an automatic request (based on one of your KYC tempates) in Onboard. We hope you find this guide useful, please check our other guides. If you have any questions, please reach out to our support team.

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