Share KYC documents directly from Xama to Telleroo. Invite your clients without the need to download and re-upload documentation manually. First, you need to connect your Xama account to Telleroo.
Log into Xama and open the client you'd like to invite to Telleroo. Click the Telleroo Share button.
A pop-up will appear with a code. Click the copy button to copy the code to your clipboard. Please note, the code can only be used once and is valid for 1 hour.
Now log into Telleroo. Click the Invite Client button.
Enter the Company Name, Company Registration Number, Website, Annual income and Number of employees as you would normally. Select if there is a holding power of attorney for this company.
Next, you'll see the section AML compliance checks (with Xama Technologies). Tick Use a Xama code, and in the box below, paste the code you copied.
Press Save and Continue, and proceed completing the other usual steps when inviting a client in Telleroo.
Once you submit the client invite, Xama will share your client's KYC documents with Telleroo, reducing the amount of information you need to provide during onboarding.