KYC refresh register

Efficiencies Extensions Banking & Financial Services APAC

2

developers

4

weeks

Web app to manage customer personal data. According to Australian legislation, financial services providers must always have customer data up-to-date, which requires regular checks. With this app, if a customer changes their data—be it their home address, phone number, email address—it triggers a workflow that alerts and updates the info in the KYC app.

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"My team and I were brought in at the last minute to develop the interface of the KYC refresh register. With just two developers, we completed our part before the team handling the supporting processes finished theirs. It was quite fast.”

Steph Catena Software Development Manager
Insignia Financial