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What is Steward?

Steward offers an all-encompassing onboarding and Know Your Customer (KYC) solution tailored for the contemporary AI landscape, streamlining the identity verification process from the initial document capture to automated assessments. This innovative platform features a cohesive digital workflow that encompasses document scanning, face matching, liveness verification, and identity verification, all powered by AI-enhanced decision-making and risk assessment that adapt to shifting regulations and emerging threats. It guarantees compliance across various jurisdictions, automates the vetting of sanctions and watch lists, and triggers alerts and case management actions when higher-risk scenarios arise, enabling organizations to broaden their due diligence without resorting to resource-intensive reviews. Furthermore, the platform is equipped with APIs that seamlessly integrate with existing customer interactions, reducing user drop-off rates and enhancing conversion rates, while providing compliance teams with a centralized dashboard to monitor progress, maintain audit trails, and evaluate risk factors. As a result, Steward not only boosts operational efficiency but also fortifies compliance capabilities in an ever-evolving regulatory environment, supporting businesses in navigating the complexities of customer verification with ease. Ultimately, the solution empowers organizations to enhance their overall risk management strategy effectively.

What is Formalize?

Boost your revenue potential by implementing a sophisticated and thorough onboarding experience. Foster remarkable customer engagement while effectively mitigating risks by employing elite tools. Your sales funnel operates seamlessly within a unified platform that includes lead qualification, KYB processes, electronic signatures, segmentation, and meeting scheduling. Leverage features such as customized rules and no-code workflows to enhance and automate every phase of identity verification and onboarding. Perform ongoing evaluations of your website, conduct sanction checks, and assess social media presence to maintain compliance consistently. Ensure a smooth experience for low-risk customers, enabling them to move through the process with ease. Modify the application process in real-time by analyzing risk data from both internal insights and external evaluations. Pinpoint specific points where potential leads disengage, down to the exact moment or data entry field, by utilizing in-depth analytics and screen recordings. Improve your conversion rates and significantly boost productivity, achieving a tenfold increase in performance. Shift from tedious manual tasks to efficient automation, transforming your workflow in the process. This strategy not only streamlines the onboarding process but also nurtures deeper customer relationships and enhances trust, ultimately benefiting your organization's long-term success. As you refine each step, you create a more engaging and responsive customer journey that sets you apart in a competitive market.

Media

Media

Integrations Supported

Actus Comply
Belvo
Codat
Equifax BusinessConnect
HubSpot CRM
HubSpot Customer Platform
LexisNexis Command Center
Middesk
Plaid
Prove
Salesforce
Sumsub
Veriff
WhatsApp

Integrations Supported

Actus Comply
Belvo
Codat
Equifax BusinessConnect
HubSpot CRM
HubSpot Customer Platform
LexisNexis Command Center
Middesk
Plaid
Prove
Salesforce
Sumsub
Veriff
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Steward

Company Location

United States

Company Website

getsteward.ai/

Company Facts

Organization Name

Formalize

Date Founded

2022

Company Location

United States

Company Website

www.getformalize.com

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