How it works

Watch the full verification journey

See the real customer KYC experience and the operator dashboard update in sync — from personal information through signature and review.

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Live preview

Personal information
Customer KYC
Zippy · Verification

Personal information

1/5

Enter your full legal name and country of residence.

We use this information to match your documents in the next steps.

Synced
Dashboard
Zippy · Inquiries
Info
ID
Selfie
Sign

All Inquiries / d9b954a3-c761-48ca-a5d7-fa993ca430a1

Inquiry review

Created

Summary

Status

Created

Attempts

0

Template

Retail KYC

Customer details

Personal Information

Pending

Full name

Alex Morgan

Country

Jamaica

Email

alex@example.com

Phone

+1 876 555-0142

Device & network

iPhone · Safari · Kingston, JM

Id Document — waiting for customer
Selfie Verification — waiting for customer
Signature — waiting for customer

Workflow

Four steps from template to decision

Configure once in the portal, send an inquiry link, let customers verify, then review and integrate.

01

Configure a template

Define steps, supported countries, document types, and review policies for your KYC flow.

02

Send an inquiry

Generate a verification link for your customer. They complete each step on a guided mobile-friendly flow.

03

Review and integrate

Approve or decline in the portal, or consume outcomes through signed webhooks in your backend.

Built from your real product surfaces

  • Customer mockup mirrors the Zippy KYC web SDK — personal info, ID selection, document scan, selfie, and signature.
  • Dashboard mockup follows inquiry detail review, then celebrates approval before the loop restarts.
  • Sensitive values use mock names and light blur for public marketing.

Talk to us

See how Zippy fits your compliance program

Walk through templates, review workflows, audit logs, and what is on the roadmap for your industry.