PlanetVerify Blog

Read about the latest trends in GDPR, cybersecurity, secure document collection, process automation, and more.

commercial loan broker

How To Become A Commercial Loan Broker

April 11, 2024

This article provides a roadmap to entering the profitable and fulfilling field of commercial loan broker.

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kyc aml checklist

Know Your Customer Compliance: The Essential Elements of KYC Checklist and Forms For Businesses

April 9, 2024

This post will explore how to make digital customer onboarding a breeze, sharing strategies for creating an online experience that keeps clients engaged and coming back for more.

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Navigating the Malware Maze: A Comprehensive Guide for 2024

March 25, 2024

This post will explore how to make digital customer onboarding a breeze, sharing strategies for creating an online experience that keeps clients engaged and coming back for more.

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The 2024 Guide to NPI vs PII: Safeguarding Sensitive Information

March 8, 2024

This post will explore how to make digital customer onboarding a breeze, sharing strategies for creating an online experience that keeps clients engaged and coming back for more.

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is gmail secure

Is Your Gmail Secure? How to Send Encrypted and Secure Documents with Confidence

March 4, 2024

This post will explore how to make digital customer onboarding a breeze, sharing strategies for creating an online experience that keeps clients engaged and coming back for more.

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digital customer onboarding

Mastering Frictionless Digital Customer Onboarding: Key to Lasting Customer Loyalty

February 22, 2024

This post will explore how to make digital customer onboarding a breeze, sharing strategies for creating an online experience that keeps clients engaged and coming back for more.

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Unlocking Success: The Essential Checklist for Digital Customer Onboarding

February 9, 2024

Businesses are constantly evolving to meet the demands of tech-savvy consumers and one crucial aspect of this evolution is the digital customer onboarding process. Digital customer onboarding refers to the seamless integration of new users into a digital platform or service. It is the first impression a customer has of your product, making it a […]

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Essential Customer Onboarding Best Practices for Success

January 31, 2024

At PlanetVerify, we’re not just experts in secure document collection and verification; we’re also passionate about ensuring the onboarding experience for our clients is second to none. This blog dives deep into the nuances of customer and client onboarding, sharing advanced strategies that have been refined through our extensive experience. Whether you’re welcoming new customers […]

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PlanetVerify Platform Updates October 2023

October 6, 2023

Companies across many different industries use PlanetVerify to streamline and secure their customer processes. We work closely with our customers who provide us with invaluable feedback as we build out our feature set to meet new and evolving customer needs. This month we have enhanced the search capabilities on our platform as well as adding […]

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PlanetVerify Launches Free Plan for Simple Document Collection Workflows

August 24, 2023

This month PlanetVerify has launched a new free plan that allows users to take advantage of some of our most popular features and to help them automate their document collection process. This new plan is perfect for companies with limited document collection needs who want to move away from legacy processes such as using email […]

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PlanetVerify Platform Updates July 2023

July 13, 2023

At PlanetVerify we are always looking for ways to develop our platform. We receive regular feedback from our users and we are continuously working to ensure PlanetVerify is the most secure, efficient, and compliant way to collect client documents and sensitive information. This month we have expanded the functionality of our Guest Request feature as […]

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insurance digital transformation

Insurance Digital Transformation – A Guide to Digital Transformation for Insurance Companies

June 7, 2023

The evolution of the insurance industry over the past decade has seen insurance digital transformation projects go from “nice to have” to “must have”. Spending on technology tools in the insurance industry looks set to increase by more than 25% over the next few years and we are yet to see the full impact technologies […]

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How to Send Documents Securely

May 15, 2023

The question of how to send documents securely is one that many companies are asking themselves today. The area of document sending and sharing is one of the most high risk activities in business today. It is worth noting that over 90% of all cyber attacks begin with an email – the very tool many […]

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PlanetVerify Platform Updates May 2023

May 2, 2023

At PlanetVerify, we are continuously working to develop our platform – adding new and exciting features on a regular basis. We specialize in the area of document collection workflows, personal data management, and client/customer onboarding – helping companies to digitize and secure their customer journey. Our platform is used by companies in many different industries […]

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anti money laundering compliance

10 Step Guide to Anti Money Laundering Compliance – Best Practices, Tips, Tools, and More

March 31, 2023

At PlanetVerify, we take the issue of Anti-Money Laundering compliance very seriously. Indeed, we work alongside many of the World’s leading companies helping them implement a secure, streamlined, and data compliant AML process. As specialists in this area, we have developed a 10 step process to help your organization meet AML compliance requirements. → Case […]

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We Asked ChatGPT About Email Security, Here’s What Happened…

January 31, 2023

ChatGPT has certainly got people talking. People have been testing out the chatbot for all sorts of use cases including writing film scripts, solving coding problems, and data analysis. The possibilities are endless and OpenAI, the company behind ChatGPT, has been valued as high as $29 billion after the success of the ChatGPT prototype launch. […]

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