{"id":4267,"date":"2026-08-13T19:40:28","date_gmt":"2026-08-13T19:40:28","guid":{"rendered":"https:\/\/www.avanquest.com\/?page_id=4267"},"modified":"2026-10-19T19:47:25","modified_gmt":"2026-10-19T19:47:25","slug":"onboarding-kyc","status":"publish","type":"page","link":"https:\/\/www.avanquest.com\/fr\/solutions\/processus-documentaires\/onboarding-kyc\/","title":{"rendered":"Onboarding & KYC"},"content":{"rendered":"\t\t
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Structured from the start.
No re-entry required.<\/span><\/h1>\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t

From the moment a client submits their documents to the point where their data lands in your CRM, it's handled.<\/h4>\n\t\t
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\n \t\t\t\n\tBook a demo\n<\/a>\n\t\t\n<\/div>\n\n\t\t\t\t\t
\n \t\t\t\n\tTalk to an expert\n<\/a>\n\t\t\n<\/div>\n\n\t\t\n<\/div>\n\n<\/div>\n
\n \t\t\t\"PDF\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n
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Turning unstructured documents into usable data<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Why teams choose Avanquest for onboarding and KYC<\/h2>\n\t\t\n<\/div>\n
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Structured intake at the source<\/h4>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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E-signature at the point of collection<\/h4>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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Intelligent extraction for unstructured intake (AiDO)<\/h4>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Built to handle every document in the onboarding process<\/h2>\n\t\t
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Client onboarding application forms<\/h2>\n\t\t\t\t\t

Fillable PDF templates that collect structured data at the source.<\/p>\n\t\t\n<\/div>\n

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Identity document capture<\/h2>\n\t\t\t\t\t

Passport, ID card, and driving license data extracted and validated (AiDO).<\/p>\n\t\t\n<\/div>\n

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AML\/KYC compliance declarations<\/h2>\n\t\t\t\t\t

Collect, sign, and archive declarations.<\/p>\n\t\t\n<\/div>\n

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Terms and conditions acceptance<\/h2>\n\t\t\t\t\t

Capture legally binding acceptance with e-signature.<\/p>\n\t\t\n<\/div>\n

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Beneficial ownership declarations<\/h2>\n\t\t\t\t\t

Structured forms with signature and archiving.<\/p>\n\t\t\n<\/div>\n

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Risk assessment questionnaires<\/h2>\n\t\t\t\t\t

Fillable forms with routing to the relevant review team.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Avanquest products for onboarding and KYC<\/h2>\n\t\t
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Intelligent onboarding data capture & verification<\/h3>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t

\n\t\tDiscover AiDO\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Onboarding forms with built-in e-sign<\/h3>\n\t\t\t\t\t

Create and distribute fillable onboarding forms with built-in e-signature. Clients sign from any device, with no software to install.<\/p>\n\t\t\t\t\t

\n\t\tDiscover PDF Architect\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"PDFCreator\t<\/a>\t\t\n<\/div>\n
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Automate your onboarding documents<\/h3>\n\t\t\t\t\t

Batch-generate onboarding document sets, welcome packs, and pre-populated forms from CRM or core system data.<\/p>\n\t\t\t\t\t

\n\t\tDiscover PDFCreator\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Compliance and security<\/h2>\n\t\t\n<\/div>\n
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GDPR-aligned EU vendor<\/h4>\n\t\t\t\t\t

KYC and personal data stays on your own infrastructure, with no cross-border transfer risk.<\/p>\n\t\t\n<\/div>\n

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On-premise deployment<\/h4>\n\t\t\t\t\t

Onboarding data never leaves your perimeter. No third-party cloud custody of KYC files or client documents.<\/p>\n\t\t\n<\/div>\n

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PDF\/A archiving<\/h4>\n\t\t\t\t\t

Completed onboarding packs are archived to PDF\/A, the long-term standard for regulatory retention.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Frequently asked questions<\/h2>\n\t\t\n<\/div>\n
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Would clients need to install software to complete the forms? <\/div><\/span>\n\t\t\t\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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No. PDF forms can be completed in any standard PDF viewer or browser. Signing requests are completed via browser link on any device.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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Can we connect the extracted data to our CRM or core system? <\/div><\/span>\n\t\t\t\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Yes. AiDO routes extracted data to downstream systems via standard API connections, running on your own infrastructure.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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What if a client sends a photo of their ID rather than a PDF? <\/div><\/span>\n\t\t\t\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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AiDO handles OCR on scanned documents and images, classifying document types and extracting fields for structured output regardless of input format.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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Can onboarding packs be auto generated for each new client? <\/div><\/span>\n\t\t\t\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Yes. PDFCreator can batch-generate pre-populated onboarding document sets from your CRM or onboarding platform data.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Streamline client onboarding and KYC.<\/h2>\n\t\t\t\t\t

Talk to an expert to learn how Avanquest can help streamline your processes.<\/p>\n\t\t\n<\/div>\n\t\t\t

\n \t\t\t\n\tBook a demo\n<\/a>\n\t\t\t\t\t\n\tTalk to an expert\n<\/a>\n\t\t\n<\/div>\n\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

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. Book a demo Talk to an expert Turning unstructured documents into usable data Client onboarding is document-heavy by design: application forms, ID verification, compliance declarations, and account agreements. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":4238,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"folder":[],"class_list":["post-4267","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/pages\/4267","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/comments?post=4267"}],"version-history":[{"count":2,"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/pages\/4267\/revisions"}],"predecessor-version":[{"id":4480,"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/pages\/4267\/revisions\/4480"}],"up":[{"embeddable":true,"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/pages\/4238"}],"wp:attachment":[{"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/media?parent=4267"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/www.avanquest.com\/fr\/wp-json\/wp\/v2\/folder?post=4267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}