SOLUTION SHOWCASE: KYC

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

Enable fast & frictionless customer onboarding

Ensure better customer experience and significantly increase process efficiency through KYC solution

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

New Customer

on their smartphone

Customer submits information for a new account, application, or membership via a digital form

KYC Officer

KYC Officer

on their desktop

Receives the ticket and ensures it the information match the ID provided

Customer Support Officer

Customer Support Officer

on their laptop

Gets notified on the customer for interview, approves or declines the application, and closes the ticket

Operations Manager

Operations Manager

on their smartphone/desktop

Sees reports across various accounts as well as all officers' activities at any time

Industry Applications

Industry Applications

Steer’s KYC solution works for businesses at any size, type, and business model: 

  • Insurance

  • Lending Companies

  • Utilities

  • Private/Membership Clubs

  • Telecommunications

  • Banks

  • 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

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

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.