Our Blog

Configurable fields Client Onboarding & Client File

KYC Settings Configurable fields Client Onboarding Client File 04 04

A few of our professional users have indicated that some of the mandatory questions in both the Client Onboarding Module and the Client File Module were irrelevant to their clients. These questions related to whether a client is an insider, has 1% shares in a listed organization or is a U.S. person. We have therefore changed the settings so professional users can configure which questions they would like to include in the questionnaires. 

Subscribe to the Blanco newsletter

Subscribe to receive the latest Blanco news, articles and event invites.

Ask us anything about our solutions or our pricing

Contact us via the phone number above or contact Blanco team members directly, by visiting our contact page:
Contact us

Experience our technology yourself

Book a free online demonstration with one of our team members now:
Book a demo