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Solutions
Onboard
ONBOARDING ON STEROIDS
Stop chasing documents.Start building trust.
From individuals to entities, we handle it all.
Ready to Transform Your Onboarding?
Give your clients the best customer experience and make informed decisions based on data. We let you focus on building relationships, not paperwork. Join the leading companies using Mesh ID for compliant, efficient client onboarding.
Features workflow
Gain Insights and Make Informed Decisions
Onboard both individuals and entities
From individuals to complex entities across multiple jurisdictions, we handle it all.
Workflow Automation & Orchestration
Make informed decisions with our automated risk assessment, screening and 360 overview of customers.
100% first time right
Get it right the first time with tailored journeys. Tailor onboarding based on entity type, region, jurisdiction, or source of funds — no back and forth.
Immutable audit trail
Keeping a secure record of all actions and data, so businesses can always trace and review what happened during the onboarding process.
Reduce onboarding from hours to minutes
Get it right the first time with tailored journeys. Tailor onboarding based on entity type, region, jurisdiction, or source of funds — no back and forth.
MeshSign© (AES & QES)
Secure, compliant electronic signatures- seamlessly integrated to support both Advanced and Qualified e-signature standards.
Automated Risk Assessment
The platform automatically checks for potential risks, like fraud or security issues, during the onboarding process.
Mesh Flow©
One flow, every rule, zero friction: Turn PDFs into smart, workflow-ready forms. Detect compliance risks in real time and automatically trigger EDD.
Multi-jurisdiction Support
Built for easy integration, front to back. Use preselected partners or integrate existing solutions. API-first and partner-friendly. Works with front & back-office systems; fully white-labelled
Why Onboard?
Out-of-the-box
Benefit from an out-of-the-box solution, leveraging Mesh ID’s pre-selected partners and economies of scale, with optional white-labeling features and tailored solutions.
Automated, compliant verification
The platform automatically checks for potential risks, like fraud or security issues, during the onboarding process.
90% reduction in onboarding time
Get it right the first time with tailored journeys. Tailor onboarding based on entity type, region, jurisdiction, or source of funds — no back and forth.
Enhanced focus on customer relationships
By streamlining the verification process, we let your team focus on building strong relationships with your customers.
The #1 Technology for Global Compliance
- Mesh ID is the leading platform for compliance across all jurisdictions worldwide
- 100% first time right, 100% data quality and 100% auditable
- Automatically execute and manage compliance policies worldwide
- Detect enhanced due diligence requirements in real-time
- Collect only the information you couldn't automatically source
- Collect all required compliance information through one streamlined process
- Never bother your clients twice for the same information
- Built-in co-signing and electronic signature capabilities
Ready to Transform Your Onboarding?
Join the leading companies using Mesh ID for compliant, efficient client onboarding