Access the ultimate KYB all via API

The last two decades for KYB have been defined by a patchwork of data providers, CRM systems and even spreadsheets. This siloed approach provided no auditable or consistent view of a customer, in short, creating a compliance risk. Furthermore, complex logic was needed to combine and knit together systems, data providers and the end customer data. KYB for many, was a process problem and a technical headache.

Access to the Copilot API’s is provided in two forms. Import mode, when a customer wants to use their own onboarding process. The import API pulls the customer data into the Copilot system for processing and continuous monitoring. Alternatively, an export API allows all customer results and data to be directly exported and managed in third-party environments such as Salesforce or any company CRM.