Use Case
For sales & CSM Teams
Help customers move fast — without chasing docs or slowing deals
Sales and CSM teams shouldn't have to play the middleman between customers and compliance. With Ondorse, collecting the right data and documents becomes seamless, so you can focus on closing deals and strengthening relationships — not tracking down paperwork.
Less friction. More conversion.
Are manual re-collection of data and documentation slowing you down?
Leverage real-time email sequences and a collection portal.
Use programmable tasks to manage follow-ups.
Request from customers only what you need, when you need it.
Branded experience your customers won’t hate
Instantly know who’s submitted what, what’s missing, and what’s next — so you can move deals forward confidently.
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Designed for your daily reality.
Buried in e-mails?
For those tasks that can’t be automated, use a single case management tool to manage exceptions.
Automate validations and configure straight through processing rules in the case management.
Leverage a single source of truth across your organization.
Automatically assess the impact of changes, such as updates to country risks and new adverse media.
Connect transaction monitoring data to your risk scoring matrix.
Unlock missed revenue.
What your team gains?
Faster onboarding = faster revenue while losing fewer customers
Better customer experience = stronger relationships
Less manual work = more time for high-value conversations
More accurate risk assessment = better risk decisions let you tap into segments others won’t touch
Short onboarding form = complete KYC/B files to make a swift a decision
Ready to take the manual work out of KYC/B?
