Solutions tailored to insurance sector needs
As an insurer, your business absolutely counts on trustworthy KYC information. On top of that, the Insurance Distribution Directive requires providers to share all insurance product information before a customer signs a contract with your organization.
The Harmoney platform was designed to completely avoid outdated, incomplete and missing documents in the KYC flow. Harmoney provides robust support for your sales channels, including interactions with independent brokers, and boosts efficiency and effectiveness with automated KYC flows AML checks and reporting.
Harmoney provides robust support for your sales channels
The missing link between every financial services stakeholder. The Harmoney Financial Passport® is a secure, continuously updated, centralized customer vault, paving the way for scalability, automated digital onboarding, compliance and due diligence workflows and rich customer interactions – all via a single platform.