Solutions · New Client Onboarding

First impressions built on confidence

A full digital journey from initial data collection through to completed customer due diligence. 90% faster than traditional onboarding. An NPS your clients will remember.

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90%
Faster onboarding
80 NPS
Client satisfaction (vs 34 industry avg)
100%
Digital, no paper

The full CDD journey in one flow

From the moment a prospect becomes a new client, Mesh ID orchestrates the entire CDD process: data collection, identity verification, address verification, screening, document generation, and completion. One flow, no gaps.

  • Smart questionnaires that adapt by entity type and risk profile
  • IDV, address verification, and PEP/sanctions screening: all in one flow
  • Document collection with format and completeness validation
  • Automated risk scoring as data is collected
  • Four-eye approval at completion for full accountability
  • CDD documents generated automatically at completion

An experience clients remember

The first experience a new client has with your firm sets the tone for everything that follows. Mesh ID makes that first impression professional, fast, and friction-free: even when the underlying compliance is complex.

  • White-label portal: your brand, your domain
  • Mobile-ready: complete onboarding from any device
  • Progress indicator: clients always know where they are
  • Save and resume across sessions
  • Guided journey, no confusing forms or irrelevant questions
  • 80 NPS: clients tell others about the experience

How it works: new client to completed CDD

1
Invitation sent
Client receives branded email invitation to begin onboarding. One click to the portal, no account creation required.
2
Smart questionnaire
Client completes a guided questionnaire. Questions adapt to their entity type and risk profile. Only relevant questions are shown.
3
IDV, address verification, & screening
Identity and address verified in real time. PEP and sanctions screening runs automatically. Results flow into the risk assessment without manual steps.
4
Four-eye approval
Compliance team reviews the complete case: all data, documents, screening results, and risk score: and approves or escalates. Full accountability at sign-off.
✓
CDD complete: client onboarded
CDD documentation generated automatically. Client and firm both receive confirmation. All data flows to your core systems via API. Ready for business.

Give every new client the right first impression

See the Mesh ID onboarding journey in action: adapted to your entity types and brand.

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Free download
The Mesh ID Reg Pack
Everything you need to perform your internal risk assessment, notify your regulator if required, and complete vendor due diligence on Mesh ID.
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