What's new in June 2024
- Thomas Frickh
Welcome to Avallone’s latest feature report, bringing you the most important updates of the last few weeks. Neatly packed!
This time, we focused on adding capabilities for managing tasks, collecting documents of your officers, and archiving functionality.
Let us know what to work on next. Click here
Jump to the different sections that interest you.
Manage your KYC tasks directly on Avallone
NewKYC responder
Ever felt overwhelmed by dissecting long emails from your banks? Looking for options to collaborate with your co-workers on a KYC case? Or do you simply want to track what needs to be done to complete a successful share?
You can now create your own tasks, track their progress, assign colleagues, and add due dates.
Collect officer documents
NewKYC Responder
Collect officer documents (passports, licenses, etc.) for your Officers in the KYC Responder directly through Avallone.
The recipients do not need an Avallone account. They will upload the document(s) directly through a secure portal.
Keep track of all documents collected instead of trying to find them in your emails.
Stay GDPR compliant and avoid requesting and sharing sensitive documents via email
Send a collection request to multiple people at the same time
Integrated approval and request changes if you’re not happy with the data (e.g., a blurry document)
You’re all done!
New KYC Collector
We’ve improved the user interface for counterparties who have completed all requirements on a KYC request, showing clearly that they have no more to-dos.
Other
kyc collector Archiving of related persons and related companies
kyc responder Support of long texts for the internal reason for sharing of a package
KYC Responder Showing download states for packages shared with unlimited links
Platform Making search bars sticky when scrolling long lists and tables
Need more help?
Contact us at support@avallone.io, and we will contact you as fast as possible.