Client-facing forms
Client onboarding without friction or follow-ups
Automated client forms remove the biggest KYB onboarding bottleneck without weakening controls.
Why Strise?
End email tennisand client chasing
Pre-filled forms let clients confirm data instead of re-entering it
Higher completion and faster time-to-revenue
Less friction leads to fewer drop-offs and quicker completion of onboarding
Signed, audit-ready declarations
Every submission is time-stamped and stored directly on the customer case
Data flows straight into risk review
When clients return scanned PDFs or handwritten forms, analysts must re-type data into systems. This slows onboarding, introduces errors, and increases operational risk.
With Strise, data submitted through client forms flows directly into the living customer record. Information is structured at the source and immediately checked against ownership data, sanctions, and risk signals. Analysts stop re-keying data and move straight to decisions.
With Strise, data submitted through client forms flows directly into the living customer record. Information is structured at the source and immediately checked against ownership data, sanctions, and risk signals. Analysts stop re-keying data and move straight to decisions.
Stop over-asking. Close the gaps
Clients hate repeated requests. Low-risk customers are over-asked, while complex entities in opaque jurisdictions risk under-collection and compliance gaps.
Strise solves this with dynamic, rule-based forms. Requirements adapt in real time based on risk and structure. Select BVI or Cayman, and the form automatically requests the right documents. You ask only for what’s needed, no more, no less.
Strise solves this with dynamic, rule-based forms. Requirements adapt in real time based on risk and structure. Select BVI or Cayman, and the form automatically requests the right documents. You ask only for what’s needed, no more, no less.
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Success stories
#1 choice for leading regulated businesses
Hello, AML automation
AML backlogs persist because data is fragmented, duplicated, and hard to trust. Strise uses AI to resolve and enrich AML data into a single, living customer record that stays consistent across onboarding, monitoring, and investigations. With trusted, resolved data as the foundation, automation scales. Analysts focus on risk, not reconciliation. Compliance becomes faster, explainable, and ready for change.
Mike Connors
Chief Sales Officer
sales@strise.ai