Manual and Redundant Processes
Legacy stacks are operational liabilities. Fragmented systems and manual data entry drain resources and stall growth. cateno.ai replaces complexity with precision.
Onboarding Simplified.
Onboard anything, anywhere with a single data point.
The OnboardingFriction.
Legacy stacks are operational liabilities. Fragmented systems and manual data entry drain resources and stall growth. cateno.ai replaces complexity with precision.
Platform CapabilitiesCompliance and Regulatory Hurdles
Adhering to industry regulations and staying up-to-date with changing compliance standards adds significant complexity and risk to the onboarding process.
Poor Customer Experience
Slow and cumbersome onboarding process can lead to customer churn, supplier dissatisfaction and reputational damage.
Enterprise WorkflowOrchestration.
Everything you need to onboard anyone, anywhere. cateno.ai provides a comprehensive suite of tools to manage the entire lifecycle of your customer relationships.
1. Self-Service Onboarding
Empower customers to onboard themselves with a smooth and intuitive experience using our secure gateway. Create simple or more advanced flows tailored to your business.
2. Account Management
Build templates that empower your customers to self-manage all of their personal and financial information, perform verifications as required and update documents.
3. Account Verification
Securely onboard and verify bank accounts via data aggregation for seamless and safe transacting. We support US and Canadian financial institutions.
4. Document Management
Customers can easily upload, manage and eSign documents securely within the platform.
5. Autonomous Auditing
Our agents perform real-time validation of content, not just file type, ensuring the integrity and safety of your data.
6. Identity Verification
Automated KYC and KYB checks, document management and beneficial ownership checks, ensuring compliance every step of the way. We support multiple KYC/KYB profiles.
7. Autonomous Compliance
Our agents scan stored documents for duplicates and expired information, then autonomously contacts customers to upload the latest versions.
8. Branded Experiences
Deliver a consistent brand experience with a customizable emails and a secure customer portal. Branding options include company logos, colours and content all managed with the portal.
9. Advanced Verifications
Go beyond standard ID Verification with Address Verification, Employment Verification and Business and Consumer Credit Reports.
What our customers are saying.
“With cateno.ai, set up is easy and onboarding is straightforward for employees too. With no big learning curve, it’s quick to roll out and manage.
New hires appreciate being able to share their information in a secure environment. As a FinTech company, that’s especially important to us when storing employee data.”
SeamlessIntegrations.
cateno.ai orchestrates a global network of best-in-class providers. Connect your existing stack to our high-performance layer in minutes.
DevelopersIdentityVerification
Enterprise-grade identity verification and KYC orchestration.
AccountVerification
Direct data access to financial institutions across North America.
TransactionalScreening
Real-time risk monitoring and automated fraud detection.
CreditReporting
Seamless credit reporting and consumer data analytics.
DocumenteSign
Open-source document signing and automated e-signature workflows.
AIAgents
High-performance foundation models for autonomous compliance.