How does Payler's onboarding process look like?
Payler's onboarding process is designed to be simple and efficient, with the following steps:
- 1.Get started online with a pre-approval form: The first step to start the onboarding process is to fill out a pre-approval form online. This form will help Payler understand the business's needs and determine if they are a suitable fit for their services.
- 2.Complete KYC/KYB: Once the pre-approval form is submitted, the business will need to complete the Know Your Customer (KYC) and Know Your Business (KYB) process. This involves providing relevant documentation to verify their identity and business details.
- 3.Meet your personal manager: After successful completion of KYC/KYB, the business will be assigned a personal manager who will be the primary point of contact throughout the onboarding process. The personal manager will assist with the onboarding process and answer any questions the business may have.
- 4.Get full access to the Payler platform: The personal manager will provide guidance on how to navigate the Payler platform and set up the desired features, such as business accounts. Once everything is set up, the business will have full access to the Payler platform and can begin using the services to their advantage.
By following these steps, businesses can quickly and efficiently onboard with Payler's services. Payler's onboarding process is designed to be simple and streamlined, ensuring businesses can start using the platform as soon as possible to transact globally and manage their finances efficiently. Overall, Payler's onboarding process is a straightforward and hassle-free experience.