MeshFlow turns PDFs and static forms into intelligent compliance journeys. Dynamic logic, real-time EDD triggers, and automated KYC workflows that adapt to every client type, risk level, and regulatory requirement.
MeshFlow is not a form builder. It is a compliance journey orchestrator. Upload your existing PDF subscriptions or questionnaires and MeshFlow converts them into dynamic, workflow-ready forms. Sections appear and disappear based on client answers. Risk triggers fire automatically. Nothing slips through.
MeshFlow eliminates manual effort and back-and-forth without sacrificing control. Higher completion rates, cleaner data, and a full audit trail on every decision.
When a client declares a high-risk source of funds, operates in a flagged jurisdiction, or triggers a risk score threshold, EDD steps are added to the workflow instantly. No manual review needed to catch the flag.
Start with automated KYC templates for natural persons, legal entities, trusts, and funds. Adapt them to your risk appetite without writing a single line of code.
Clients only see what is relevant to them. Guided journeys, clear progress indicators, and real-time validation remove the confusion that stalls onboarding and inflates your ops workload.
Configure which workflow steps require dual sign-off, who reviews them, and what escalation paths apply. Full accountability at every stage with a complete audit trail.
When a regulator issues new guidance, compliance teams update the workflow directly in Mesh ID. No IT ticket. No waiting. Changes go live the same day.
IDV, address verification, and screening connect directly into the workflow. Data flows to every downstream system automatically. Nothing is re-keyed. Nothing falls through a gap.
Most onboarding platforms were designed for simple retail KYC. MeshFlow was built for the multi-entity, multi-jurisdiction, multi-risk scenarios that regulated professional services firms deal with every day.
Declare source of funds within the flow. If inheritance, a document upload request appears immediately. If business income, company documents are requested in context. All without a manual step or a follow-up email.
Tax withholding forms are embedded directly into the onboarding journey, pre-validated before submission. No chasing clients for corrections after the fact.
Operating in a high-risk jurisdiction or conducting a flagged activity type automatically adds the required EDD steps. Risk logic is configured by your compliance team and enforced by the platform.
Complex entity structures need layered workflows. UBO chains, nominee directors, multiple signatories, and multi-party approvals are all handled natively within MeshFlow.
Walk through a workflow built for your entity types and regulatory environment. No generic demos.
Book a demoPress Esc to close