Coming Soon

KYC Reimagined: Customer-centric Compliance

Turning compliance into positive customer experience - right inside Zendesk

Challenge

Financial institutions are hampered by disconnected KYC processes that create friction in the customer journey, increase operational costs, and cause a persistent disconnect between compliance requirements and customer experience

Solution

Seamless Integration brings modern KYC processes to the Zendesk platform

Abstract topographic map background with black contour lines and cross markers on a pale green gradient.

Diagram showing an age estimation AI process with pixel-based image patches feeding cross-patch attention embeddings leading to an age prediction neural head, identifying a woman labeled Hayato Yong as aged 18+.

Collage of three different national identity cards from South Africa, Germany, and United Arab Emirates with portraits of cardholders and personal details visible.

Mobile phone screen showing liveness detection with a woman's face and confirmation that all documents are signed.

/ WHY KNOW-YOUR-CUSTOMER

Modern KYC, Built Right Into Zendesk

Know-Your-Customer, the first KYC solution fully integrated into Zendesk, brings modern, quick, and cost-effective KYC processes directly to the Zendesk CX platform, eliminating the need for siloed technologies.

Frictionless verification within your existing Zendesk workflows

Faster approvals with automated ID and document checks

Lower compliance costs without sacrificing security

/ HOW IT WORKS

Streamlined KYC. Seamless Support.

Moving KYC workflows into the customer service environment, where they naturally belong, allows for streamlined operations. This native integration ensures that customer verification processes remain efficient while leveraging existing Zendesk infrastructure.

Cloudset’s advanced Flowset Navigation Maps and its orchestration with Sumsub’s leading biometric verification checks takes care of all the supporting technology needed to run KYC on Zendesk.

Get in Touch

Flowchart for Know Your Customer process showing steps: Customer Identification, Customer Due Diligence, Enhanced Due Diligence, leading to final Approved or Rejected status.

Onboarding chat for Kevin Wright showing a message from Graham Robson requesting identity verification via link, and an app panel with identity verification status pending and options for next activity: Fail Handling, Escalation Approval, and Follow-up.

Flowset interface showing Identity Verification section with verification option checked and status 'Identity Verification SUCCESSFUL', and radio buttons for handling verification success or failure.

Customer Real-lived Experience

Cloudset KYC turns Identity verification into an extension of customer support rather than a separate compliance hurdle.

Natural customer experience

Delivers an intuitive and frictionless experience

Faster verification experience

from days to minutes

A woman looking satisfied with the results

/ metrics

Achievable customer impacts

Achieve a broad set of business and customer impacts

+30%

Approval rate accuracy

+ 75%

Reduction in manual verifications

- 50%

Reduction in customer onboarding abandonment due to delays.

Business Impact

Reshapes how companies approach KYC compliance:

Improved completion rates

Reduced friction boosts completions while maintaining compliance.

Regulatory compliance

Balancing optimal customer experience with complete adherence to compliance standards.

Improved completion rates

Backed by Sumsubs' biometric verification micro-services, ensuring you receive state-of-the-art checks tailored to your industry needs.

Operational Impact

Increase operational effectiveness and reduce costs:

Seamless Integration

Works seamlessly within existing Zendesk workflows, requiring zero technical integration and eliminating complex implementation processes.

Value-based costs

Pay only per compliance check, no hybrid per-agent fees on top.

Reduce costs

Moves KYC from a separate system into an integrated part of the customer service experience, streamlining operations and improving efficiency.

Why Now

The financial services industry is at a critical inflexion point where customer experience has become the primary competitive differentiator. By shifting KYC from a compliance burden into a seamless part of the customer service experience, institutions can turn a traditional pain point into a competitive advantage.

Our solution arrives at the perfect moment to capitalise on this industry shift.‎ By making the KYC process efficient and customer-friendly, financial institutions can improve satisfaction while meeting regulatory requirements.

/ pricing

Simple per-check pricing

Get serious work done, quickly, efficiently, and accurately

Per validation check

$2-$3.9

Credits based // dependent on type and commit volumes

Purchase different committed credits volumes to suit, plus any overage charges

/ FAQ

Everything You Need to Know - Upfront

How is this integrated?

Already done. Flowset is integrated and runs directly in Zendesk. Flowset includes an integration with Sumsub. If you have Zendesk Enterprise Guide, the customer interaction point can be seamlessly embedded into your help center.

Do we need a Sumsub account?

No. Cloudset is a reseller of Sumsub. If you are already a Sumsub customer or want to have your own Sumsub account, we can arrange to use your Sumsub account with an appropriate adjustment to pricing.

How long does implementation take?

You can be up and running in just a few hours using our standard verification check bundles.

/ Get Started