Shuttle is a cloud-based platform that enables small to midsize businesses manage direct and partner sales, allowing users to automate 'know your customer' (KYC) and anti-money laundering (AML) checks. The solution also helps users digitize various processes such as forms completion, agreements signatures and client communication.
Shuttle offers a host of features such as digital forms, business insights, a dedicated partner portal, referral management, custom forms, a native messenger, auditable digital signatures, API feeds, and client communication. The platform also enables businesses to manage sales via a dedicated team portal featuring a visual dashboard to facilitate real-time applications, customer communication, automatic email or SMS reminders, document timestamps and an internal admin team setup.
Shuttle is a white-label solution that allows users to personalize their platform with custom logos, palettes, themes, fonts, and more. The solution integrates with Equifax, Onfido, Credit Safe and Passport Proven to provide ID verification, credit and background checks.