Structured from the start.
No re-entry required.
From the moment a client submits their documents to the point where their data lands in your CRM, it's handled.
Turning unstructured documents into usable data
Client onboarding is document-heavy by design: application forms, ID verification, compliance declarations, and account agreements. The problem is that most of it arrives as unstructured PDFs, photos, and scans, requiring manual data extraction and re-entry into your CRM or core system.
Avanquest removes that bottleneck. Structured intake forms reduce unstructured intake from the start. AiDO reads what still arrives in unstructured formats and routes the extracted data automatically.
Why teams choose Avanquest for onboarding and KYC
Structured intake at the source
Replace paper or unvalidated PDF forms with fillable, field-validated templates so data arrives structured from the start, reducing downstream extraction and re-entry work.
E-signature at the point of collection
Everything a client needs to sign happens in the same form they're already filling in. At no extra cost for a separate tool. Clients sign by browser link on any device, with no software to install.
Intelligent extraction for unstructured intake (AiDO)
When documents arrive as scans, photos, or third-party PDFs, AiDO classifies them, extracts the relevant fields, and routes structured data to the right system automatically.
Built to handle every document in the onboarding process
Client onboarding application forms
Fillable PDF templates that collect structured data at the source.
Identity document capture
Passport, ID card, and driving license data extracted and validated (AiDO).
AML/KYC compliance declarations
Collect, sign, and archive declarations.
Terms and conditions acceptance
Capture legally binding acceptance with e-signature.
Beneficial ownership declarations
Structured forms with signature and archiving.
Risk assessment questionnaires
Fillable forms with routing to the relevant review team.
Avanquest products for onboarding and KYC
Intelligent onboarding data capture & verification
Classifies, extracts, and routes incoming onboarding documents into structured data for your CRM or core system. Extracted client data is indexed and semantically searchable, so compliance and support teams can retrieve and interact with any client file instantly.
Onboarding forms with built-in e-sign
Create and distribute fillable onboarding forms with built-in e-signature. Clients sign from any device, with no software to install.
Automate your onboarding documents
Batch-generate onboarding document sets, welcome packs, and pre-populated forms from CRM or core system data.
Compliance and security
GDPR-aligned EU vendor
KYC and personal data stays on your own infrastructure, with no cross-border transfer risk.
On-premise deployment
Onboarding data never leaves your perimeter. No third-party cloud custody of KYC files or client documents.
PDF/A archiving
Completed onboarding packs are archived to PDF/A, the long-term standard for regulatory retention.
Frequently asked questions
Would clients need to install software to complete the forms?
No. PDF forms can be completed in any standard PDF viewer or browser. Signing requests are completed via browser link on any device.
Can we connect the extracted data to our CRM or core system?
Yes. AiDO routes extracted data to downstream systems via standard API connections, running on your own infrastructure.
What if a client sends a photo of their ID rather than a PDF?
AiDO handles OCR on scanned documents and images, classifying document types and extracting fields for structured output regardless of input format.
Can onboarding packs be auto generated for each new client?
Yes. PDFCreator can batch-generate pre-populated onboarding document sets from your CRM or onboarding platform data.