KYC form template
Comply with business requirements and reduce risk when taking on new clients
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Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
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First of all, get clear on what you’d like to know about your clients. Typeforms are completely flexible, so start with our template, and customize it to suit you.
Maybe you’re 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. We’ve got plenty of question types to choose from. We’ve 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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