PwC and Microsoft
KYC Profile Manager built using the Microsoft Power Platform
Built using Microsoft’s Power Platform, KYC Profile Manager integrates with your existing systems and can be easily configured to suit your policies, processes, and business requirements. And because it has been built using out of the box components, this streamlines the security review process and can be easily deployed into your environment almost instantaneously.
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KYC Profile Manager
Your Compliance, Our Priority
KYC Profile Manager is a digital solution that has been built by KYC professionals. It helps businesses centralise their KYC operations, enhance both efficiency and effectiveness, and can be easily configured to suit your bespoke policies and procedures.
Cost effective, seamless integration
Leveraging Microsoft’s Power Platform, KYC Profile Manager is a low-code platform that is easy to configure and can be rapidly deployed into your environment.
Streamlined and efficient implementation within your own Microsoft tenant, saving time and resources.
Cost effective pricing which makes use of your existing Microsoft licenses and agreements.
Automated data capture, providing granular detail on case movements allowing for proper project governance.
Built using out of the box Microsoft components to simplify your technology vendor assessment and reviews.
KYC Profile Manager: Our core offering
KYC Profile Manager is designed to be lightweight and agile, providing a streamlined experience without compromising on functionality. With intuitive tools and seamless integration capabilities, it allows businesses to enhance productivity and drive innovation by making use of the latest Microsoft functionality.
Workflow
Cases move through a structured, customisable workflow with reviews enforced, tracked and monitored.
CDD Capture
Easy to configure KYC forms are adaptive to different risk profiles and allow structured data capture.
Audit Trail
Detailed audit history available for data captured as we as dedicated time tracking to manage operational performance.
Bespoke Reporting
Power BI is embedded directly within the app to provide flexible, real time and readily accessible reporting.
Outreach
Dedicated tracking of outreach and escalation actions, templated email generation and detailed reporting.
QA Checklists
Integrated quality management workflows allowing detailed quality scoring and reporting.
Risk Calculator
Fully configurable risk calculation which builds upon structured data captured within the application.
PDF Exports
Flexible PDF report generation and data exports based on your defined requirements.
Document Storage
Secure document storage options via Sharepoint, where documents can be linked to specific entities and cases.
PwC and Microsoft
Creating lasting business outcomes together
Today’s challenges are unlike any we’ve experienced before. An unpredictable business environment combined with rapidly-evolving technologies means there’s an opportunity to break through in unexpected ways. Together, PwC and Microsoft empower organisations to confidently solve their most important challenges and build trust in tomorrow.
Our award-winning – cloud-based, experience-driven, future-ready – solutions, powered by Microsoft, enable transformation across your entire business.
Right technology. Real results.
Bridging to longer term solutions
KYC Profile Manager has been developed alongside our in-house KYC and technology experts and is designed to be an accelerator for onboarding transformation, particularly where you may be struggling with multiple legacy tools, highly manual processes and have an immediate need for change.
We also recognise that our clients may wish to pursue more strategic solutions as they scale. KYC Profile Manager helps you build the right foundation for change by structuring your processes and capturing data in a readily accessible format so that when the time comes, migration to a new platform is simplified.
PwC have strategic alliance relationships with vendors across the Client Lifecycle Management and KYC space. Through the use of KYC Profile Manager, we can help you to refine your technology requirements and advise you on the best path to a long-term solution.
For more information about PwC's Alliance Partnerships, please visit the link below.
