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KYC Approval Process Template

Trending Templates
Budget Approval Process Workflow TemplateGrant Approval Workflow TemplateInvoice Approval Workflow TemplateBusiness Trip Approval Workflow TemplateTax Filing Process Workflow TemplateBookkeeping Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare
Workflow Templates
Finance

KYC Approval Process Template

Process Know Your Customer (KYC) applications online. Great for banks and other financial institutions. Easy to customize. Respond on any device. No coding required.

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  • Go to Category: Application
  • Go to Category: Finance
  • Go to Category: Approvals
KYC Approval Process TemplateKYC Approval Process Template
KYC Approval Process Template
About this template

Speed up the way you collect crucial details on potential clients at your financial institution or other business with an automated online Know Your Customer (KYC) Approval Process Template. When a client fills out your KYC form with their identifying information, it will be sent to your KYC analyst automatically. If your analyst has chosen to move forward with the client, the submission will be forwarded to your risk manager for a final check and approval.

Whether the customer has been approved or denied, they will receive an automated email informing them of your decision — which you can fully customize using Jotform’s intuitive drag-and-drop builder. You can also add more approvers, merge conditional branches, send notifications, and more! Approvers can respond seamlessly from Jotform Inbox, and as form owner, you can expertly manage your KYC Approval Process Template approval flow from any device.

Categories
  • Go to Category: Application
  • Go to Category: Finance
  • Go to Category: Approvals
Details
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Created by
Jotform
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