Enable true fintech client onboarding automation
Build a modern onboarding experience, simplify your customer journey, and approve more business customers with confidence
160M+
Business profiles
52
Secretary of State data pipelines
92%
Of businesses updated in <10 days
31%
Lift in auto-approvals
Problem
Fintechs want to onboard business customers quickly, in a modern user experience. Existing manual processes or other legacy solutions provide a poor experience and result in a drop-off in conversions.
Solution
Middesk enables fintech client onboarding automation through instant access to the data needed to know, monitor, and grow your business customers, accessible via our dashboard or easy-to-integrate API. This process enables you to level up your onboarding program so you can deliver a frictionless digital customer onboarding experience.
Business value
Simplify onboarding within your UX
Streamline your fintech client onboarding with our easy-to-integrate API, reducing friction and minimizing application drop-offs
Convert more business customers
Increase revenue through an automated and accurate business verification process that covers 100% of businesses in the U.S.
Reduce risk
Understand a business’ profile to mitigate legal and financial risk, and remain in compliance
Whatever your product,
we're the right fit
Neobanks
Quickly open new deposit accounts and onboard customers to new products with Know Your Business (KYB) screening that satisfies your sponsor bank's requirements
Payments and transfers
Facilitate payments with confidence by verifying your merchants and managing their risk when onboarding new accounts
Lending and credit
Accelerate a business' access to capital with the required data and documents needed to verify their identity and assess their risk
Solutions for fintechs
Business Verification
Build an understanding of businesses and associated people to confidently and quickly transact with your customers
Credit Assessment
Streamline your credit assessments with comprehensive risk signals and easy lien filing
How Novo redefines its KYB process with Middesk’s verification product
“Middesk's market-leading methods challenge the established legacy approach to verification. Their product has unlocked significant efficiency, enhancing the onboarding experience for small businesses to access Novo. Middesk’s ground-up approach to product development played an integral part in increasing confidence in KYB, both internally and with partners.”
Leveling up Plaid’s onboarding process with seamless KYB
“When a customer signs up for Plaid, they want to start building on our APIs right away. Middesk has been a critical partner enabling us to quickly and seamlessly onboard new customers.”
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