KYC form template
Comply with business requirements and reduce risk when taking on new clients
Collect up to 3.5x more data with Typeform
Want to get to know your client? Find what you need with a KYC form
Taking on new clients can be riskyâespecially in industries like banking. So itâs important you gather the right information and make sure they all pass the necessary checks.
With Typeform, you can âšcustomize everything
Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.
Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.
First of all, get clear on what youâd like to know about your clients. Typeforms are completely flexible, so start with our template, and customize it to suit you.
Maybe youâre in the financial industry and need to meet compliance obligations. Or maybe you just want to build a proof of address collection into your new client process. Weâve got plenty of question types to choose from. Weâve even got a file upload question type that makes the process even easier, allowing you to collect all the information you need in a single step.
Automation is key to shaving time off your business processes, as well as removing the risk of manual error. Avoid silos and save time by building a KYC form into your workflow.
Integrate with business tools like Slack for instant notifications, or email tools like MailChimp or HubSpot to easily follow up with clients. You can even integrate Typeform with your CRM to keep your teams updated on the progress.
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