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ECPO-Square

Transform KYC with
EC Private Outreach

Corporate clients expect a seamless digital experience. Relying on email and manual processes to gather KYC information leads to delays, frustration and a poor client experience. This results in duplicated data, disparate information, and a lack of transparency.

A single platform to exchange private client information

EC Private Outreach is a revolutionary solution that sets the standard for KYC outreach and corporate document exchange. Powered by the EC360 Corporate Digital Identity (CDI) platform, it solves the complex challenge of corporate client identification and verification and provides a unified, secure repository in EC CoorpID for corporate clients to easily structure and share documents across multiple entities with banks. The result is a faster, slicker client experience that fuels KYC excellence without compromising on robust compliance.

Key features

Efficient client information management

Dashboard

Overview of all tasks and requests requiring attention.

Client overview page

View all clients and their entities, download reports, invite new clients to the platform and set up email notifications for relevant clients’ activity.

Outreach requests

Standardize document requests, send messages and schedule reminders for clients to complete requests, receive notifications when actioned, review information, and set and track statuses.

Multi-entity requests

Send consistent outreach requests via UI, bulk upload or API to collate KYC information for multiple entities.

Digital profile

Private original source documents are collated into a digital profile, complete with full data provenance and audit trail.

Secure document management

Easy digital onboarding

Simple registration and platform access for new EC CoorpID clients via a click through onboarding process.

Digital vault

A secure private document repository for clients to upload and store private information.

Custom permissions and access management

Set up teams and customize access for users to enable internal collaboration across front and back office. Prevent information sharing between business units and create different user roles and permissions to meet identity and access management (IAM) needs.

Audit trail

A reliable and robust audit trail is built as standard of all actions and responses.

Security and hosting

  • Secure HTTPS internet connection
  • Data encrypted at rest
  • Two-factor authentication (2FA)
  • GDPR compliant
  • EC Private Outreach is a fully hosted and managed cloud-based solution

Benefits

Single secure platform

Streamline client information exchange and communications with structured outreach requests and full visibility for banks and clients.

GDPR-compliant document storage

Clients securely store and share documents in a digital vault in EC CoorpID.

Cloud-based solution

Fully managed and hosted solution with minimal impact on internal IT resources.

Accelerated KYC reviews

Reduce repeat requests and increase operational efficiency.

Enhanced client experience

Minimize internal friction and errors with improved internal collaboration, delivering a smoother client journey.

“EC Private Outreach streamlines and standardizes the information gathering process. ING uses EC Private Outreach as part of our KYC improvement journey as it helps to reduce the KYC compliance burden for both customers and the bank.”
ING Wholesale Banking | Anthony van Vliet, Global Head KYC

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