Uniify No Code Onboarding Tool

Uniify is a dynamic no-code tool tailored for financial companies, focusing on streamlining the onboarding process. The platform facilitates swift gathering of customer data, making KYC, KYB, and credit assessments more efficient. Ultimately, the tool is designed to save time, reduce costs, and enhance the customer experience.

Key Features

  • Flows for All Needs: Use the intuitive drag-and-drop flow builder to design best-in-class digital onboarding flows. The builder caters to all needs of financial companies.
  • Unlimited Flows: Craft unique onboarding flows for various use cases and services.
  • Custom Modules: Create custom flows with the no-code builder and merge them into dynamic onboarding sequences.
  • B2C & B2B Onboarding: Streamline onboarding for both B2C and B2B customers while obtaining necessary data promptly and adhering to regulations.
  • Dynamic Redirects: Redirect customers dynamically based on form inputs.
  • Email Invites: Send flows directly to customers and monitor the entire process.
  • White Label Solution: Integrate Uniify seamlessly into your website, complementing your design. Also supports custom domains.
  • Form Builder: A feature-rich application for crafting and managing forms. Offers basic form elements, file uploads, and multi-step forms.
  • Credit Decision: Make real-time, data-driven decisions using financial data from various sources.
  • CRM System: A comprehensive system to manage B2C & B2B customer relationships, facilitating credit and risk assessments.
  • Unified API: An efficient API that integrates with numerous data sources.
  • Integration with Financial Tools: Work effortlessly with top-tier financial tools, striving to unify all essential financial data sources.

Use Cases

  • Onboarding financial clients digitally.
  • Conducting credit assessments using real-time data.
  • Verifying customers while adhering to AML regulations.
  • Building integrations for various business scenarios using the provided API.


Uniify does not publicly disclose its pricing. Interested users or businesses are encouraged to directly reach out to the Uniify team to obtain tailored pricing details specific to their needs. To gauge the platform and its features, one needs to schedule a demo.

User Experience

Uniify’s platform is designed to be user-friendly, allowing financial companies to digitize their processes efficiently. The drag-and-drop feature ensures even those without technical know-how can create flows with ease. Features like dynamic redirects and email invites make the customer journey smoother.

Customer Support

Support is primarily offered through email, and there is a repository of documentation to guide users.

Security and Reliability

Uniify is GDPR Compliant, ensuring centralized user data with the autonomy for deletion. They adhere to the ISO 27001:2013 standard for secure data handling. All system transactions are fully encrypted for added security, and data storage strictly follows EU regulations, ensuring compliance with GDPR and EU privacy norms.


Uniify boasts a unified API that is simple to integrate with. Furthermore, the platform is compatible with the best financial tools in the industry, ensuring seamless integration and data management.


While Uniify is tailored for the financial sector, providing specialized onboarding, KYC, KYB, and credit assessment functionalities, there are other tools that excel in user onboarding and guidance. Here are some alternatives to consider: