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DEFINITION

KYC Orchestration

KYC orchestration is the process of managing and coordinating various processes, technologies, and platforms involved in performing Know Your Customer (KYC) compliance checks. It involves multiple different activities, such as identification and verification of clients, risk assessment, document validation, ongoing monitoring, and integrating different KYC vendors. KYC orchestration makes use of modern technologies such as automation, rule engines, and APIs in order to streamline the KYC process and ensure efficiency, accuracy and consistency.

Learn more about it in our in-depth KYC orchestration guide.

Synonyms

Customer Due Diligence orchestration

Acronyms

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Synonyms

Customer Due Diligence orchestration

Acronyms

Examples

A bank utilizes Atfinity to orchestrate their KYC process. Atfinity sits in the middle of their tech stack and ensures that all relevant KYC vendors are properly utilized, automates onboarding and account reviews, and allows for changes to be made to the entire KYC process easily and efficiently. In practice, this means that when a user applies to open an account, their ID is automatically verified using APIs and their information is cross-checked against different watchlists to ensure compliance. This makes the onboarding time about four times shorter than if performed manually or by outdated systems.

FAQ

KYC orchestration software automates repetitive and time-consuming tasks, making key processes a lot faster and less stressful for the client. Furthermore, orchestration software makes it a lot easier to make changes to how KYC is performed, ensuring that banks can keep up with changes in regulations or customer expectations.

KYC orchestration software makes use of robotic process automation(RPA), APIs, and rule engines and/or machine learning in order to properly orchestrate and streamline the KYC process.

Yes, modern KYC orchestration solutions are commonly made to be flexible. For example, Atfinity uses a no-code architecture that allows for changes to be made on the fly and easily keeps up with any and all changes.

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