CUSTOMER INTAKE

Reusable onboarding data for the entire financial ecosystem.

The only onboarding that improves speed and unit economics through governed reuse.

CUSTOMER INTAKE
Community Bank
First Fed

See how SOLO runs intake, step by step.

Step 1
Step 2

Two ways to use SOLO.

Run intake

Frontend sdk

A front-end SDK you can embed or link to.

Perfect for teams integrating with their own data sources and their core.


Compatible with:

+23

Reuse data

Query

Query the network. Don’t start from scratch.

Ideal for teams using their own LOS or orchestration layers to retrieve verified, consented data in real time.

Compatible with:

+23

Where collaborative intake makes an impact.

View templates
Onboarding

Account opening

Open accounts without starting from zero.

output:

  • verified identity
  • income verified
monitoring

Servicing & monitoring

Stay in sync as customer data changes.

output:

  • attribute updates
  • change alerts
identity

Identity verification

Reusable identity, built for compliance.

output:

  • KYC CERTIFICATE
  • LINEAGE RECORD
Credit decisions

Credit & lending

Faster credit decisions, fully governed.

output:

  • VERIFIED INCOME
  • decision data

Why teams switch to SOLO.

01

Lower verification costs by reusing data and removing duplicate checks.

Run intake from policy to reuse.

Define your policy
01

Set rules for source, freshness, and verification standards.

The building blocks of collaborative intake.

Customer 360
01

Unify identity, financial, and behavioral data into a single, lineage-backed profile.

Got questions? Get answers.

An answer is a response that provides information, clarification, or a solution to a question, problem, or inquiry. An answer is the explanation or solution paired with each question to This is a linkout ↗ help users find what they need.

An answer is a response that provides information, clarification, or a solution to a question, problem, or inquiry. An answer is the explanation or solution paired with each question to This is a linkout ↗ help users find what they need.

An answer is a response that provides information, clarification, or a solution to a question, problem, or inquiry. An answer is the explanation or solution paired with each question to This is a linkout ↗ help users find what they need.

An answer is a response that provides information, clarification, or a solution to a question, problem, or inquiry. An answer is the explanation or solution paired with each question to This is a linkout ↗ help users find what they need.

An answer is a response that provides information, clarification, or a solution to a question, problem, or inquiry. An answer is the explanation or solution paired with each question to This is a linkout ↗ help users find what they need.

An answer is a response that provides information, clarification, or a solution to a question, problem, or inquiry. An answer is the explanation or solution paired with each question to This is a linkout ↗ help users find what they need.

Replace repetitive workflows with reusable network memory.

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