It's not quite set-and-forget, but it's close.
Emails
Ensure trust and credibility from the start by sending emails that reflect your brand, tone and domain, directly from Source. Choose from templated messaging or write your own when asking clients to complete KYC via the secure eIDV webforms.
SMS
Cut through email noise and significantly increase the speed of completion of EIV requests with SMS notifications. Clients can only be contacted once, so they're not overwhelmed and your team has flexibility to communicate as needed.
Cadence
Save hours in admin and reduce non-completes by sending automated personalised emails or SMS. Send initial eIDV or document requests, additional information requests and more. Use proven reengagement cadences to get quicker responses.
Easy setup
Customise your colour, logo, font and messaging in a few simple clicks.
Build trust
Maintain your brand identity throughout the AML process, reinforcing brand trust and recognition with clients.
Automate and centralise
Automatically route the right information to the right entity, significantly reducing admin burden.
Simplify the process
Send clients a single list of required documents, reducing confusion and improving response rates.