KYB Getting Started: Applicant Management - Basics

Join us for the second session in our "KYB Getting Started" webinar series, focused on helping you confidently manage verification statuses, review outcomes, and communication with company applicants.

Whether you're reviewing KYB cases daily or designing verification workflows, this session will equip you with the tools to streamline your process and reduce manual effort.

In this 30-minute session, you’ll learn:

• Verification Status Overview: Understand all statuses, with a focus on the most common and pending KYB outcomes
• Company Applicant Page: How to efficiently navigate submitted applications
• Status Email Notifications: Best practices for notifying applicants at the right time
• Reviewing Cases: What to look for and how to respond

We’ll wrap up with a live Q&A - bring your questions!