KYC and complete contract – in one connected flow
exeQute takes your client from onboarding through KYC and risk assessment to a signed contract – all in one place. Try it yourself: you get 5 free KYCs or 5 free contracts. No separate spreadsheets on the side.
- Your client completes their part via a secure link – no login
- The answers calculate the risk automatically
- Everything is saved on the task – ready for documentation
One connected compliance flow.
You and your client.
The steps sit side by side so you can see the difference. While your client completes their part, the ID verification task runs alongside.
KYC
4 STEPSComplete contract
7 STEPSKYC
4 STEPSComplete contract
7 STEPSRun only the steps your client needs
The agreement type decides which of the 7 steps are run. Steps outside the agreement are skipped – so the same platform covers everything from a single data processing agreement to the full contract.
- 1Create client
- 2Services and terms
- 3Company details / KYC
- 4GDPR / DPA
- 5Internal assessment
- 6Risk assessment
- 7Contract signing
Full contract
7 stepsThe whole journey – from onboarding to signed agreement.
Create client · Services and terms · Company details / KYC · GDPR / DPA · Internal assessment · Risk assessment · Contract signing
KYC only
4 stepsKnow your client and document the risk.
Create client · Company details / KYC · Internal assessment · Risk assessment
KYC + GDPR
6 stepsClient due diligence and data processing agreement – signed together.
Create client · Company details / KYC · GDPR / DPA · Internal assessment · Risk assessment · Contract signing
Services and terms only
3 stepsAgree on services and terms, and get them signed.
Create client · Services and terms · Contract signing
GDPR only
2 stepsData processing agreement ready for signing.
GDPR / DPA · Contract signing
Something else? Let’s talk
7 + moreNot just the 7 steps: we can also add steps beyond them. Tell us what your clients need, and we’ll set up the flow together with you.
Contact usStop doing KYC in Excel.
Try it free on your CVR.
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