Custom Onboarding

Digitally Onboard SMBs in Seconds

Worth’s Custom Onboarding unifies identity verification, KYB, KYC, AML, and business credit into a single digital workflow. Powered by 242 million SMB profiles and intelligent Pre-Fill, institutions can automate verification, reduce manual review, and deliver a faster, compliant onboarding experience.

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Powerful Features, Effortless Onboarding

Configure onboarding workflows to your institution’s risk policies while embedding underwriting logic directly into the experience. Worth unifies verification, compliance, and decisioning into a single controlled system.

Underwriting Playbook Integration

Embed your underwriting playbook directly into the onboarding workflow. Configure required data inputs, decision rules, and risk thresholds to reflect your institution’s credit policy, ensuring your rules are enforced automatically from first submission to final decision.

White-Labeled, Configurable Onboarding

Deliver a fully-branded onboarding experience aligned to your institution’s standards. Define required, optional, or hidden steps while maintaining embedded compliance controls and integration into your existing systems.

Worth’s Crosswalking Technology

Our proprietary crosswalking technology connects 1,100+ data sources across 242 million SMB profiles to deliver industry-leading match rates. Advanced entity resolution ensures accurate business identification, reducing manual review and strengthening risk decisions.

Accelerated Onboarding

Close Deals Sooner

Lengthy onboarding workflows increase abandonment and delay revenue. Worth’s Pre-Fill automatically populates applications using verified business data — reducing manual entry and accelerating completion. With Zero-Touch Onboarding, three key inputs initiate a fully pre-filled application, shortening time to approval while preserving compliance and data integrity.

White-Labeled Infrastructure

Configure the Experience. Control the Risk.

Deliver a fully-branded onboarding journey aligned to your institution’s standards. Define required, optional, or hidden steps while maintaining embedded compliance checks and underwriting guardrails. Worth’s SDK and API integrate directly into your existing systems, preserving your customer experience while unifying onboarding and decisioning behind the scenes.

Embedded Underwriting

Your Underwriting Rules, Your Way

Integrate your underwriting playbook directly into the onboarding workflow. Define risk thresholds, required data inputs, and decision rules that reflect your institution’s credit policy — automatically applied in real time. Every application is evaluated against your standards from first input through final decision, ensuring consistency, compliance, and operational control.