Enable fast & frictionless customer onboarding
Streamline your Know-Your-Customer (KYC)/ customer onboarding processes through web and mobile solutions
FREE 10 HOURS
OF PILOT SUPPORT
Ensure better customer experience and significantly increase process efficiency through KYC solution
ENHANCE CUSTOMER SATISFACTION
Provide new customers with solutions that create a fully-digitized and seamless customer onboarding experience
SIMPLIFY KYC PROCESS
See all KYC/customer onboarding tickets across the day/week so you can track productivity more efficiently
BOOST PRODUCTIVITY
Yield 40% improvement in productivity among KYC and customer support staff by empowering them with the right tools and information
Better Together
Steer’s KYC solution makes your operations more transparent and efficient
for your team and your clients
New Customer
on their smartphone
Customer submits information for a new account, application, or membership via a digital form
KYC Officer
on their desktop
Receives the ticket and ensures it the information match the ID provided
Customer Support Officer
on their laptop
Gets notified on the customer for interview, approves or declines the application, and closes the ticket
Operations Manager
on their smartphone/desktop
Sees reports across various accounts as well as all officers' activities at any time
Industry Applications
Steer’s KYC solution works for businesses at any size, type, and business model:
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Insurance
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Lending Companies
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Utilities
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Private/Membership Clubs
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Telecommunications
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Banks
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Real Estate
Rollout your KYC solution at 10% the cost and time, and with 100% flexibility
FREE 10 HOURS
OF PILOT SUPPORT
Top Features
Enhance Customer Experience
ONLINE APPLICATION
Do away with lengthy paper forms and enable customers to easily apply for services by filling out a custom form on your website or via a custom mobile app
NOTIFICATIONS
Have custom notifications via email, in-app, or SMS to keep your customers in the loop regarding their application
ELECTRONIC SIGNATURES
Let customers sign off service applications on a smartphone or tablet
Simplify KYC processing/customer onboarding
SCHEDULING & DISPATCHING
Have a bird's eye-view of all customer onboarding/KYC tickets across the day/week so you can assign work more efficiently
REAL-TIME STATUS UPDATES
Get a snapshot of all the ongoing tasks and get instant status updates of each stakeholder
INSTANT VIEW OF METRICS
Get up-to-date reports on various metrics that you follow such as SLA compliance, etc.
Ready to bring your customer onboarding/KYC process online?
FREE 10 HOURS
OF PILOT SUPPORT
About Steer
Steer offers an all-in-one software for commercial & residential HVAC, construction, plumbing and other field service businesses. Features include Marketing & Sales, Operations, Customer Service, and Reporting. Everything in Steer is fully customizable, no coding required.
Steer helps companies in four areas – grow sales through better lead generation & selling tools, boost operations in the field or at the HQ, create unbeatable customer experiences, and generate actionable insights in real time.
Steer was created by the same team behind BlastAsia. Established in 2001, BlastAsia is one of the largest software product engineering companies in the Philippines and is a Microsoft Gold Partner for Application Development and Cloud Platform.