Collects what matters.
Adapts each journey based on your CDD policy, the entity type, jurisdiction, product, risk and answers.
Lissom gets the right information from business customers first time, so financial institutions can approve faster, reduce drop-off and scale onboarding without losing compliance control.
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The problem begins when applications arrive incomplete, documents are wrong, ownership is unclear or requests miss the right people.
Revenue stalls, and business customers drop out as analysts spend time chasing information instead of reviewing risk and applying judgement.
67%of banks have lost clients
Because onboarding is slow and inefficient.*
62%report time lost to admin
As compliance teams rely on inefficient manual processes to progress cases.**
* Fenergo, Global KYC Trends in Banking, 2024.** Dun & Bradstreet, European Compliance Survey, 2024.
Lissom collects, enriches, coordinates and assesses each application as it develops, then delivers one structured, auditable case ready to decide.
Adapts each journey based on your CDD policy, the entity type, jurisdiction, product, risk and answers.
Coordinates people, requests and follow-up as policy and cases change.
Identifies cases requiring attention using screening, risk intelligence and configurable scoring.
Produces a decision-ready case and keeps the business profile current through refresh.
SeapointReplacing the whole onboarding flow can mean untangling every system, provider and process underneath it.
Use Lissom for the full journey or wherever friction is highest, alongside the systems and providers your team already relies on.
The full journey
Information collection
Document gathering
RFI and follow-up questions
Periodic refresh
Turn static forms into a configurable journey that uses entity context, prior answers, evidence and case state to ask what matters and explain the next step in the journey.
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Configure each journey to your policy, resolve straightforward issues before review and send genuine exceptions to the right analyst. Your analysts remain responsible for every decision.
Proof of address was rejected — dated January. Worth sending a reminder.
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