Our customer onboarding process is designed to be simple and straightforward. Here are the five steps:
Step 1: Reach out to us
To begin, you can either fill out a contact request on our website or contact our sales team directly at [email protected].
Step 2: Business onboarding - 10 minutes
After you've reached out to us, we'll generate a prefilled digital customer application form and send it to your email. Your company signatory can then sign the Know Your Customer (KYC) form using strong authentication methods.
Step 3: Credit Assessment - One to two bank days
We will process the credit application portion of the KYC (this step is not necessary for prepaid customers) and you'll receive a confirmation once the assessment is complete.
Step 4: Onboarding meeting - 30 minutes
Our Customer Success team will ensure a successful and efficient onboarding process. To get the most of this meeting, you can invite your admins and bookkeepers. Also provide us all the necessary information such as charts of your purchase accounts, users, and card limits so that we can set-up your company's Hub.
Step 5: Get your users onboarded
Once the onboarding process is complete, invite your users via email. They can immediately start using their virtual cards after signing up. Physical cards will be delivered within a week to the chosen address. We can deliver your Zevoy card worldwide.
All set, what now? Once you've completed these steps, we recommend familiarizing yourself with the Zevoy Hub. Please see more here.
Additionally, you can share this walkthrough of our product with your app users to make their onboarding experience even smoother.