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Customer onboarding
Customise the onboarding workflow for each unique case, delivering an end-to-end experience that dramatically improves operational efficiency by reducing manual tasks. This approach increases customer engagement and sets new standards for personalised service.
Customised journeys tailored to individual cases
Minimisation of manual data entry
Improved customer experience
KYC & Risk assessment
Uniify's advanced KYC & risk assessment tool meticulously categorises clients after comprehensive checks, streamlining due diligence processes and ensuring that your accounting and bookkeeping practices remains aligned with compliance requirements.
Automated risk categorisation
Adherence to due diligence standards
Simplified information collection
Continuous monitoring
Stay on top of any changes in customer status with Uniify's automated monitoring, which ensures that your customer information is always accurate and compliant, boosting the confidence and reliability of your services.
Real-time updates and alerts
Automated refresh of client information
Insights to support decision-making
All-in-one platform
Uniify's integrated platform delivers a complete overview of your client base, simplifying the complexities of risk management and client data access, improving the efficiency and effectiveness of your accounting services.
Unified overview of clients
Clear visibility of risk levels
Customer information and management
“Uniify cut onboarding time by 75%, saved thousands in billables, and turned onboarding into a competitive advantage.”
Williamson & Croft
Director, Taylor Rogers
85%
reduction in onboarding time
80%
reduction in operational costs
40%
improvement in customer satisfaction rates
Frequently asked. Answered
How does Uniify streamline client onboarding for accountants?
What advanced features does Uniify offer for risk assessment in accounting?
Can Uniify integrate with existing systems used by accountancy firms?
How does continuous monitoring with Uniify benefit accountancy firms?
Onboarding infrastructure for financial institutions
