Shuttle

Shuttle is a sales portal built for regulated businesses to drive both direct and partner sales. It eliminates the time-consuming manual process of signing up customers and accomplishing KYC and AML checks. The tool provides a real-time digital solution for your customers to complete forms, sign agreements and communicate. To save more time, the apps sync data to your existing CRM system and provided in a white-label basis.

Furthermore, you can optimize credit and background checks with the Shuttle’s partnership with Credit Safe, Equifax, Passport Proven and Onfido. This functionality enables you to facilitate instant ID verification.

Shuttle offers a free Partner Sign Service. Users can directly sign up their partners and introducers and self-onboard right on their website.