Verification & KYC
Book the appointment, verify with Signzy.
Signzy builds digital onboarding and KYC workflows for banks and financial services. Verification is usually an appointment: documents to bring, a person to meet, a window where it can be done properly.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Verification appointment booked
- 2Required documents listed
- 3Check completed with Signzy
Illustrative flow, not a screenshot of a connected account.
What Signzy brings to your booking workflow
A slot for the check
Book the meeting where Signzy verification actually happens, with the time it needs.
Tell people what to bring
Booking questions and confirmation messages list the documents, so the appointment is not wasted.
Fewer repeat visits
Clear instructions and a reminder mean the second appointment is the exception.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Create the verification type
Set length, location and who can perform the check.
- 2
List the requirements
Put the documents Signzy needs into the booking questions and the confirmation.
- 3
Test the journey
Book, read the confirmation as a customer would, and check nothing is missing.
Where Signzy sits in the catalogue
Signzy is one of the connectors a particular kind of business layers on top of the core stack.
Browse the full catalogueWhere this connection helps
Insurance & financial services
Loans and DSA work. KYC, credit data, e-sign and renewal reminders are the parts a generic stack does not cover. Signzy belongs to that stack, and udaybooking books the appointments it produces.
KYC and verification
The catalogue files Signzy under kyc and verification, one of the jobs that decides when an appointment should be offered, confirmed or moved.
Signzy questions
Does udaybooking store Signzy results?
No. Verification outcomes belong in the system that performed them. The booking records that the appointment happened.
Can we take documents through the booking form?
Collect only what you must, and keep identity documents in systems designed to hold them.
Is Signzy available on my plan?
Signzy is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with Signzy.
Set up your booking page, connect what you already use, and let people pick a time that works.