Data Orchestration

One data model. Any provider.

Mesh ID sits between your CRM and your core systems. It maintains all integrations and data models so that regardless of which IDV or screening provider you use in any region, the data that flows out of Mesh ID is always in the same structured format.

Use one provider in Europe and a different one in Asia Pacific. Switch providers without rebuilding your workflow. Your downstream systems never see the difference. The data model stays consistent, always.

Consistent structured output regardless of provider
Switch or mix providers per region without workflow changes
Data validated and normalised before it leaves Mesh ID
Your existing vendor contracts respected: bring your own or activate ours

The bridge between CRM and core system

Regulated firms run on multiple systems: CRM, fund administration platform, trust accounting, document management. Mesh ID is the data layer that ties them together. Onboarding data, KYC status, risk scores, and document records flow automatically to wherever they need to go.

API-first: every data point is available via REST API
Webhooks push updates to downstream systems in real time
Structured data output ready for CRM, fund admin, and reporting tools
No manual re-entry: data collected once, used everywhere
Connects to Microsoft Fabric, Power BI, and custom integrations

100% data quality

Every piece of data that flows through Mesh ID is validated, structured, and normalised. Not just collected.

Validated at source

Data is validated the moment it is collected. Format checks, completeness checks, cross-field logic. Errors are caught before they enter your workflow, not after.

Normalised across providers

Different IDV providers return data in different formats. Mesh ID normalises everything into a single consistent schema. One output format, regardless of source.

Structured for downstream use

Data does not sit in Mesh ID. It flows automatically to your CRM, core system, and reporting tools via API or webhook, in a format your systems can consume directly.

API-first data integration

Mesh ID data flows where your business needs it: automatically, via REST APIs and webhooks.

Microsoft Fabric

Push verified client data into your Fabric data estate automatically. Onboarding data, KYC status, and risk scores: all in your analytics environment.

Power BI reporting

Real-time AML and KYC status reporting in Power BI. Custom dashboards for management, compliance teams, and board reporting: built on live Mesh ID data.

Webhooks for any system

REST APIs and webhooks connect Mesh ID to your CRM, core banking platform, fund accounting system, or document management platform. Your data, your architecture.

The right data, from the right source, every time