1 Shared Record, 0 Restarts for
1 Shared Record, 0 Restarts for
The only customer onboarding platform that optimizes speed and unit economics through collaborative customer data shared across the financial ecosystem.
Enables
Highest coverage data, for the most competitive experiences.
SOLO is where it begins.
Conversion
Pre-Filled Customer Applications
Reuse KYC/KYB certificates that match your policies
Reuse KYC/KYB certificates that match your policies
Reuse KYC/KYB certificates that match your policies
Reuse KYC/KYB certificates that match your policies
Collect customer consent, without the friction
Collect customer consent, without the friction
Collect customer consent, without the friction
Collect customer consent, without the friction
Reduce data costs, scale customer conversions
Reduce data costs, scale customer conversions
Reduce data costs, scale customer conversions
Reduce data costs, scale customer conversions
Efficiency
Relationships
Adverse Action on Known Bad Actors
Screen out known bad actors before you KYC
Screen out known bad actors before you KYC
Screen out known bad actors before you KYC
Screen out known bad actors before you KYC
Intelligence from 100s of bank + fintech programs
Intelligence from 100s of bank + fintech programs
Intelligence from 100s of bank + fintech programs
Intelligence from 100s of bank + fintech programs
Your CRA of record for disputes & corrections
Your CRA of record for disputes & corrections
Your CRA of record for disputes & corrections
Governance
Turn Compliance Work into Credentials
Turn your processes into reusable certificates
Turn your processes into reusable certificates
Turn your processes into reusable certificates
Turn your processes into reusable certificates
Reuse across all lines of business
Reuse across all lines of business
Reuse across all lines of business
Reuse across all lines of business
Make your data interoperable with the industry
Make your data interoperable with the industry
Make your data interoperable with the industry
Make your data interoperable with the industry
Revenue
Relationships
Compliant Data Monetization
Earn when data you collect is reused
Earn when data you collect is reused
Earn when data you collect is reused
Earn when data you collect is reused
Even turn downs can pay you back
Even turn downs can pay you back
Even turn downs can pay you back
Even turn downs can pay you back
Stay compliant as you monetize data collection
Stay compliant as you monetize data collection
Stay compliant as you monetize data collection
Stay compliant as you monetize data collection
Reuse What Exists. Optimize Data Costs.
Scale Customer Conversion.
Everything collected through SOLO is interoperable with the industry. Banks and fintechs skip steps customers already completed elsewhere, customers never repeat work.
Define
Query
Resolve
Publish
Define Your Policy
SOLO reads your requirements and matches it to see if anyone else has done it before. Certificates show where to slash costs (reuse existing work) vs. spend on net new data.
Define
Query
Resolve
Publish
Define Your Policy
SOLO reads your requirements and matches it to see if anyone else has done it before. Certificates show where to slash costs (reuse existing work) vs. spend on net new data.
Define
Query
Resolve
Publish
Define Your Policy
SOLO reads your requirements and matches it to see if anyone else has done it before. Certificates show where to slash costs (reuse existing work) vs. spend on net new data.
Define
Query
Resolve
Publish
Define Your Policy
SOLO reads your requirements and matches it to see if anyone else has done it before. Certificates show where to slash costs (reuse existing work) vs. spend on net new data.
Data Collection that pays you back.
SOLO turns compliance into an asset.
SOLO is the shared customer record that rewards fintechs, banks, and partners for maintaining it. Customers never start from 0 and data originators are compensated for their contributions.
Banks don't need another place to store data. They need one source of truth that puts its data to work. Activate data from any source, across every platform. SOLO is the fully integrated memory layer that turns a siloed tech stack into one cohesive system.
Network Data
Highest Coverage Data
Fintechs, Banks, and Partners
Highest Coverage Data from Fintechs, Banks, and Partners
+270attributes
+270attributes
+270attributes
Across Identity, Financials, Income & Employment, Banking, and More
Across Identity, Financials, Income & Employment, Banking, and More
+100M
+100M
+100M
Profiles Through Founding Member Programs, as of March 30, 2026
Profiles Through Founding Member Programs, as of March 30, 2026
+270attributes
Across Identity, Financials, Income & Employment, Banking, and More
+100M
Profiles Through Founding Member Programs, as of March 30, 2026
Your Data P&L
Net Opportunity
For Banks and Fintechs with 1M or more customers
Net Opportunity
For Banks and Fintechs
Net Opportunity for Banks and Fintechs
Cost Savings
on Vendor Costs from Reuseable Certificates and Steps Skipped
Cost Savings
on Vendor Costs from Reuseable Certificates and Steps Skipped
New Revenue
Earn from Your KYC/KYB Certificates
When They're Reused
New Revenue
Earn from Your KYC/KYB Certificates When They're Reused
New Revenue
Earn from Your KYC/KYB Certificates
When They're Reused
Cost Savings
on Vendor Costs from Reuseable Certificates and Steps Skipped
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
