Gain deeper insights in onboarding performance with our newest dashboard
Track onboarding performance and spot bottlenecks with the new KYC verification insights dashboard, helping you streamline the process for your account holders.
May 2025
Understand and optimize onboarding We’re launching the KYC verification insights dashboard, designed to give you a clear, high-level view of your account holder onboarding performance. See where they’re getting stuck and identify the most common verification errors to improve their experience.
Spot issues before they slow you down Onboarding inefficiencies can lead to a slower rate of onboarding account holders, and by extension, the rate at which these account holders can start transacting. This directly affects your performance. With this dashboard, you can track success rates, spot trends, and take proactive steps based on the most frequent KYC errors such as training teams or refining onboarding flow. This ensures a smoother verification.
Get started today You can access the dashboard in the Customer Area by selecting a merchant account linked to a balance platform, navigating to the Insights > KYC verification insights. If you can’t see the dashboard, your admin may need to grant you access
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