Get a full-featured KYC dashboard in minutes.

Verify customer identities, run profile risk assessments, and review customer documents from a single, intuitive, custom dashboard built in minutes on Appsmith. Let your teams review customer records, add missing details, and update application status in seconds on an interactive app that's looks and feels yours.

Dashboard • KYC

Thousands of businesses scale faster and more efficiently by building on Appsmith.

What is a Know Your Customer (KYC) app?

Know Your Customer or KYC is a common process used by businesses to verify their customers' identities and to evaluate any potential risks related to them. A KYC app simplifies this process by offering an efficient way for customer onboarding, identity verification, customer data management, and more.

What are the common features of a KYC app?

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Depending on your company’s unique needs, you may want to build one or several features of a KYC app.

  • Identity verification: Verify customers’ identity by comparing their submitted PII against various proofs such as government-issued ID documents or credit bureaus.

  • Risk assessment: Assess the potential risks associated with a customer based on factors such as their credit history, financial history, criminal records, and more.

  • Document management: Store and manage customer-provided documents, such as ID documents, bank statements, or utility bills, in a secure way.

  • Compliance management: Comply with various legal and regulatory requirements, such as Anti-Money Laundering (AML) or Know Your Customer (KYC) regulations.

Why build a KYC app instead of buying one?

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  • Customization: Get a dashboard tailored to fit your company’s unique processes and workflows. Stop trying to adapt to pre-built solutions.

  • Integration: Integrate with anything in clicks: internal systems, SaaS tools, datasources, or your specific workflows.

  • Control: Have more control over the development, maintenance and upgrades of your dashboard.

  • Flexibility: Easily adapt to changing requirements, internal processes, and upcoming technologies.

What are the challenges of building a KYC app?

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  • Engineering bandwidth: Give your end-users the custom tools and workflows they need for increased productivity without burdening your engineering team.

  • Data privacy & security: Ensure your customer data is protected from unauthorized access by using our built-in role-based access controls. Use Appsmith’s audit logs to watch over critical events and restore to good states with continuous backups.

  • Data management: Ensure your sensitive data such as personal identification and financial details are stored and processed in a way that complies with your organization's policies and regulations.

  • Maintenance and upgrades: Keeping your dashboards up-to-date with the latest technologies, security patches and regulatory changes is a complex and time-consuming task that needs engineering time and resources.

Which teams use KYC apps?

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  • Compliance teams: for ensuring adherence to legal and regulatory requirements.

  • Risk management teams: for conducting risk assessment by customer profiles.

  • Operations teams: for automating and managing various tasks related to the KYC process, such as document management and customer onboarding.

  • Customer service teams: for addressing customer queries and concerns related to the KYC process more efficiently.

  • Sales and marketing teams: for customer segmentation based on the KYC status and updates.

  • IT and Security teams: for managing access controls, encryption, and logging for the data stored in the app, and to identify and prevent potential security threats.

Why Appsmith for a KYC dashboard

Create dashboards in 30 minutes.

Use pre-built, configurable widgets such as charts (bar, line, pie charts, and more), tables, maps etc, to visualize your data as you want. With ready connectors to most popular datasources and a delightful IDE for queries, get your dashboard ready in minutes. Easily use our marketing portal template.

Bring in data from multiple datasources.

Connect to various datasources, including databases and APIs. Bind queries and JS Objects for different tables on one datasource or entirely different datasources to the same widgets as on your primary dashboard view.

Create stakeholder views and control access by role.

Customize stakeholder views on different pages of your app, make it interactive with drill-downs, and control access to data by role and groups. 

More KYC features with Appsmith

Reporting and analytics

Generate any custom report such as customer data and identity verification reports or due diligence reports with a click. Visualize and analyze data on customer account activities or risk profiles using different widgets such as tables, charts, and many more.

Workflow management

Automate all aspects of the KYC process with your own KYC dashboard. Easily manage and monitor work progress including task assignments, approvals, and document reviews.

Online customer onboarding

Onboard your customers online, remotely and securely through your own custom app with web forms and media upload capabilities.

Which industries use KYC apps?

Financial services
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