Streamline KYC / KYB With Customizable Self-Declaration Pages

Onboarding delays in KYC / KYB don’t have to be the norm.

In a previous post, we briefly introduced our Self-Declaration Pages (or “Landing Pages”) – a powerful new way to collect KYC/KYB data directly from your customers. Now, we’re diving deeper into how these customizable landing pages eliminate onboarding friction, reduce manual effort and deliver a smoother experience for both you and your clients – with no coding.

A Smarter Way to Collect Data

With Sinpex, your team can now generate a unique self-declaration link in just a few clicks. Share it with your customer, and they’ll land on a branded, intuitive form tailored to your exact onboarding requirements. From structured company data to registry info, document uploads, and even e-signatures — everything happens in one streamlined experience.

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No development needed. No manual data wrangling. Just clean, compliant data flowing straight into your Sinpex workflow.

Why It Works

Efficiency from the Start
Clients only see the fields that matter based on their selected entity type or jurisdiction. If they’re a GmbH in Germany, there’s no need to upload registry docs—we pull those automatically. If they’re a sole proprietor, the form adapts to ask for the right files. That means higher completion rates and fewer follow-ups.

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Fully Branded Experience
Everything from colors to logos to tone of voice is customizable. Want to control the look yourself? Go for it. Prefer help from our Customer Success team? We’ve got you covered. Either way, your customers enjoy a professional, trustworthy interface that reflects your brand.

Seamless Integration
Once the form is submitted, the data instantly appears in the case file within Sinpex—clearly marked as “self-declared.” No delays, no risk of missing data. Your team can jump straight into verification or the next steps.

Benefits for Your Team

• Accelerated Onboarding – Slash turnaround times and reduce email ping-pong.
  
  
• Less Manual Work – Say goodbye to copy-paste workflows and media breaks.
  
  
• Higher Data Quality – Capture all required info upfront in a structured format.
  
  
• Better Client Experience – Make it easy for your customers to get started.
  
  
• Full Flexibility – Define your own logic-based workflows and input needs.
  
  
• Compliance-Friendly – Keep an audit trail of self-declared data with ease.
  
  

Real-World Example: From Link to Case in Minutes

Let’s say a compliance analyst needs to onboard “Example Corp GmbH.”

1. They open Sinpex and prepare a new case under the “Standard Onboarding” project.

2. They identify the customer and click “Prepared Cases.”
   
   
3. Sinpex generates a self-declaration link which they copy and send via email.
   
   
4. The customer opens the link, completes the dynamic form (uploading articles of association, confirming signatories, etc.).
   
   
5. Submission done. The analyst sees all submitted data inside the “Example Corp GmbH” case — and moves forward.
   
   

Fast. Accurate. No media breaks.

Activate Your Self-Declaration Pages

This feature is already live and available for clients on the latest version of Sinpex.

To activate: We’ll configure your URL in Sinpex. After that, you’re ready to start sharing links.

Want to see it in action or need help setting up your first form? Our team is happy to assist. Start simplifying your onboarding — one smart form at a time.

Contact us today or check your Sinpex dashboard to get started.

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