KYC approval

KYC (Know Your Customer) Approval Portal

Ensure a smooth and secure identity verification process with a streamlined KYC (Know Your Customer) approval workflow. This portal allows businesses to collect, review, and approve KYC documents efficiently while maintaining compliance and security.

This app enables teams to set up a structured KYC verification process where submissions trigger notifications, approvals are managed through a visual workflow, and applicants receive automated status updates.

You can easily turn this dashboard into a portal to manage user access and protect sensitive data.

📖 Check out our guide on How to create a portal and manage user access.

Who is this app for?

Ideal for financial institutions, fintech startups, legal firms, and any organization requiring identity verification, this KYC approval portal helps compliance teams simplify document processing while ensuring regulatory adherence.

How can you use it?

1️⃣ Automated notifications – Notify the compliance team when a new KYC form is submitted.
2️⃣ Status tracking – Assign, review, and update KYC application statuses (e.g., Pending, Approved, Rejected).
3️⃣ Drag-and-drop approvals – Move submissions between status columns for an intuitive workflow.
4️⃣ Automated actions – Trigger emails based on approval/rejection decisions to keep applicants and risk managers informed.

By integrating this workflow with Advanced Logic and On-Update Logic, you can automate approvals, reduce manual processing, and ensure seamless communication between teams.

Benefits

✅ Simplifies KYC approval and document verification
✅ Ensures compliance with security and data access controls
✅ Reduces manual effort with automation and notifications
✅ Enhances applicant experience with real-time updates
✅ Connects with an admin panel for seamless team management

Start using this KYC Approval today and automate your verification process with ease!