Capture customer details
Obtain comprehensive company credit reports.
Gather and verify identity documents.
Tailor onboarding journeys to your needs
Perform anti money laundering checks.
Pay as you go
Only pay for what you use
No matter what size your business, the Xama Onboarding service will provide you with easy access to industry leading products. Integrate it into your CRM software, your own custom platform or a simple Google sheet, whatever suits your needs!
Easy implementation of onboarding features
Our Xama Onboarding service provides you with an easy way to gather information from your prospective clients. This is done via hosted forms which are further integrated into industry leading partner products.
The Xama Onboarding service will enable you to:
Securely and easily gather information from your customer
Capture and authenticate identity documents.
Perform Anti Money Laundering (AML) checks.
Run extensive company credit reports.
Set up direct debit mandates with your customers.
Historically integrating your onboarding processes with a range of different products would have been expensive and time consuming. Our service completely changes this.
Improve your own business
Our service makes it simple to implement highly sophisticated onboarding functionality into your existing business processes.
Xama Onboarding is suitable for small to medium enterprises in many different sectors. As it is highly configurable you can adjust your client onboarding journeys to suit the requirements for your industry and business.
Whether you use our Zapier application to get up and running instantly or make use of our simple API you will be able to improve your onboarding process.
If you offer consultancy services within an industry such as accountancy, law or real estate, where your clients require an onboarding process for their customers, you may be interested in becoming an implementation partner.
As an implementation partner you will receive training and gain earning potential, all while streamlining the onboarding process for your customers.
Our easy to use interfaces mean that you need no development expertise to get started!
Do you offer an application aimed at subscribers who need to perform onboarding actions such as company credit or AML checks? Our service will make offering such features from within your platform seamless and easy, costing you a fraction of the investment required to build the functionality yourself.
Your subscribers will have a seamless experience within your application without knowing that you rely on our service to provide a flexible onboarding experience.
Be up and running with an integrated onboarding solution within hours.
1. Open a Xama Onboarding account
Sign up to a Xama Onboarding account. It is quick and free without the need to submit any payment details. You would only need to buy credits if you decide to start utilising our service for identity and AML checks. Upon creating your account, we will send you more information on how to get started and from within your profile page you will gain access to:
Credentials for securely accessing the Xama Onboarding service.
Access and detailed guidance for using our Zapier application to get started using the onboarding service instantly.
All the documentation your developers may need to get started with using our API.
If you need some help to get started, please book a demo with us.
Xama Onboarding is a pay as you go service. Only pay for our service when you need it with no minimum monthly or annual commitment. As you use our service you will consume Xama Credits which can be topped up whenever you need them.
By using our Zapier application you can integrate the Xama Onboarding service with applications such as Pipedrive, Clio or Salesforce without having to spend any time on development. Once you have been provided with an account and client credentials, you will be able to create flexible onboarding journeys and meet your compliance needs.
Not confident using Zapier? Let us or one of our implementation partners support you. Book a discovery call with us to get started.
Direct API Use - Developers:
A simple to use API, along with Swagger documentation and a Postman collection, can be accessed within our developers section.
As with Zapier integrations you only need to pay for what you use and there is no long term commitment.
Book a Demo
The best way to see the Xama Onboarding solution in action is to book a demo with our team. The Xama Onboarding platform integrates into your processes and workflows - when booking the demo, indicate to us which software you use and give a brief overview of your processes and we can tailor our demo to your needs where possible.
In the meantime you can view a quick introduction video which shows our solution in action.
Xama provides a simple pay as you go pricing structure. You can buy and top up your Xama Credits as you need them through simple credit card payments.
Xama Credits cost £0.50 (excl. VAT) each and are charged according to each check you wish to perform as per the below schedule. For bulk credit purchases or customised pricing plans, please contact us at firstname.lastname@example.org