The Karbon CLM Platform is an expert-led digital solution designed to automate time-consuming processes, enhance visibility, and reduce operational and technology costs for financial institutions. It empowers organizations to streamline their client lifecycle management, from onboarding to ongoing identity verification. The platform offers a consolidated end-client portal with branded interfaces, task management, and secure multi-factor authentication. It includes configurable online forms, questionnaires, and document upload capabilities, alongside a customizable operations dashboard for metrics and reporting. Karbon supports both standalone use and seamless API integration with existing client platforms or internal systems. Key functionalities include digitizing customer outreach, managing identity verification, and facilitating efficient case and entity management. The platform also offers screening escalation capabilities and robust API integration for connecting with document management and CRM systems.

Features & Benefits

• Digital Client Lifecycle Management (CLM): Automates, provides visibility, and streamlines time-consuming client processes to reduce costs.
• End Client Portal: Offers a browser-based portal with corporate branding, consolidated task lists, and secure multi-factor authenticated access.
• Online Forms & Questionnaires: Fully configurable forms for document uploads, recertification, and provision of informative documents.
• Operations Dashboard & MI Reporting: Provides customizable dashboards and metrics with configurable MI widgets for performance tracking.
• Integrated & Standalone Models: Supports standalone browser-based analyst portals and full API integration for automated workflows.
• Outreach Workflows & Tasks: Manages multiple outreach workflows and task sets with conditional logic based on client and service type.
• Online Support Messaging & Comments: Enables secure messaging between clients and analysts, with private comment capabilities for internal users.
• Lifeness & Biometric Identity Verification: Includes mobile identity document scanning, OCR, lifeness checks, and biometric identity verification.
• Analyst Submission Review & Approval: Facilitates task submission notifications, review, feedback, approval, and case management.
• Ongoing Identity Verification: Manages the identity of customers throughout their lifecycle with state-of-the-art identity management.