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👋 Welcome to Avallone’s latest feature report, bringing you the most important updates of the last few weeks. Neatly packed!

This time, we worked on enabling collaboration on KYC requests for your counterparties with multiple contact persons, as well as giving you more flexibility with document names, expiration alerts, and data exporting from Avallone.

Let us know what to work on next. Click here

Jump to the different sections that interest you.

Collaborate effortlessly with Multiple Contacts

NEW KYC COLLECTOR

Send requests to multiple contact persons of your counterparties at once, allowing them to collaborate for faster, easier responses. Set default contacts for automatic selection, streamlining future requests.

image-20250310-143627.pngimage-20250310-143718.png

Flexible Document Renaming

NEW KYC COLLECTOR KYC RESPONDER

Easily rename documents to

  1. fix typos,

  2. follow your naming conventions, making easier to search for documents

  3. add prefixes like “Old” for better team clarity,

  4. or versions such as “_v2” or “_2025”

image-20250310-144026.png

Declutter your Expiration Dashboard

NEW KYC COLLECTOR KYC RESPONDER

Stay focused by removing unnecessary notifications and keeping your document expiration dashboard clear and relevant.

image-20250310-150405.png

Export company information directly from the platform

NEW KYC RESPONDER

Export company information to CSV for easy use in Excel or analytics tools like PowerBI - perfect for non-KYC tasks. No need to involve Avallone! Plus, every export is logged with who did it, when, and what was exported.

image-20250310-151927.png

Quickly spot missing required answers in questionnaires

NEW KYC COLLECTOR

Your counterparties can now easily find and scroll through missing required fields in the Sharing Portal using the up and down arrows from the “Missing answers” options, for a smoother workflow and a better user experience.

image-20250310-151755.png

Other updates

  • PLATFORM APIs for creating law firm (legal) Cases

  • KYC COLLECTOR Improved how comments of internal approval groups are visible in requests

  • KYC COLLECTOR Option to disable internal approval groups for requests

Need more help?

Contact us at support@avallone.io, and we will contact you as fast as p

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