FinTech Onboarding: 13 Best Practices for Customer Success
User Pilot
JANUARY 11, 2024
Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. The customer understands the importance of KYC and is ready to proceed. With Userpilot, you can create a checklist or trigger a banner, tooltip, or modal based on custom events.
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