Notre BaaS partners can now follow every customer they refer to us in one place, from the first ID check to a live account. The new ConnectPay Partner Dashboard shows the status of each verification and application, the reason for any decline, and whether the customer can retry.
Onboarding is where partners most need a clear view of their customers. While we handle KYC and compliance checks, the dashboard lets partners see where each customer stands and decide the next step themselves. That helps their customers go live sooner and keeps partner teams in control of the customer relationship.
What can our partners see?
The dashboard has four areas, each with its own searchable tab:
- ID verifications: every identity check, its result, the decline reason and whether the customer can retry.
- Personal applications: applications for comptes personnels, with their status and submitted details.
- Business applications: applications for comptes professionnels, with their status and full company details.
- Clients: every live client and whether they’re enabled.
Partners can filter each list, open a record to see the full detail, and search by their own reference numbers, so results match their internal systems.
“When partners can see what’s happening with their customers’ onboarding, they can resolve issues the same day. That means their customers go live sooner, without partners needing to build their own back office,” says Rita Stankevičiūtė, Product Manager at ConnectPay, who was a part of the dashboard’s development.
Existing BaaS partners can contact their Relationship Manager to get access. If you’re considering embedded finance with ConnectPay, talk to our sales team.
