Stop Bad Actors at the Door

Case Study: Webull welcomes global investors and minimizes fraud with online verification, learn how Trulioo was able to help them with KYC and AML compliance.

• Case Study

Webull Welcomes

Global Investors and

Minimizes Fraud With

Online Verification

Stop Bad

Actors at

the Door

Trulioo — Case Study

The

Challenge

450

In order to fulfill their mission to

create an equal opportunity for

everyone to control their financial

future, Webull needed to build

a product that was free and

accessible while providing a

smooth and secure onboarding

for their customers. This is where

Trulioo entered to help support

Webull’s goals.

Fast and Reliable Customer Identification

Like any other financial entity, Webull needed to

implement a Customer Identification Program (CIP)

into its account opening process. This was done to

comply with regulations such as Know Your Customer

(KYC) and Anti-Money Laundering (AML).

Regulated entities will testify that identity verification,

the core component of the CIP, can often delay

customer onboarding; users grow impatient with the

elongated wait times and abandon the onboarding

process altogether. According to Webull CEO Anthony

Denier, “a fast and reliable Customer Identification

Process during the account opening process was

crucial for us.” This is where the Trulioo solution comes

into the picture. After incorporating Trulioo Identity

Verification into the account opening process, Webull

was able to verify and onboard users quickly: “Trulioo

helped us onboard 100,000 accounts in just the first

six months — all while providing a seamless

user experience.”

The Trulioo API lets

clients access over 450

data sources across

195 countries.

Trulioo — Case Study

The

Solution

Why Webull Chose Trulioo

Fraud Prevention

Trulioo played a major role in identifying potentially

fraudulent users while they were trying to open

accounts with Webull. “We utilize Trulioo to flag

applicants who have previously been involved in any

fraudulent, conspirator, and/or trafficking infractions.

These applicants are not onboarded as Webull clients,”

says Denier.

International Expansion

The Trulioo API lets clients access over 450 data

sources across 195 countries. Clients can verify the

identity of 5 billion people using a single touchpoint.

According to Denier, “We are currently onboarding U.S.

and international clients onto our brokerage platform.

Trulioo’s streamlined API access to international

databases allows us to almost instantly pass or fail

applicants on a mass scale.”

Trust

From the very beginning, Webull wanted its customer

identification program to be highly reliable. According

to Denier, one of the tangible benefits of using Trulioo

is that Webull is now able to keep “a thoroughly

researched and compliant brokerage client list.”

Trulioo helped us onboard

100,000 accounts in just the first

six months, all while providing a

seamless user experience.”

• Anthony Denier CEO of Webull

The world’s

identity

platform.

Contact Us

Trulioo is a registered trademark of Trulioo Information Services Inc. in the United States, the European Union,

Canada and other countries.

Trulioo is the world’s identity platform, trusted

by leading companies for their verification

needs. The Trulioo integrated, automated

platform provides unparalleled global coverage

for business and person verification and a

comprehensive suite of in-house capabilities.

Combining its state-of-the-art technology with expert verification

knowledge across diverse markets, Trulioo enables the highest

verification assurance levels, optimizing onboarding costs and

fostering trust and security in the global digital economy.

About Webull Financial LLC

Webull Financial is a zero-commission, online

broker-dealer with no minimum deposit

requirements to open an account. These

incentives, combined with a host of compelling

features, such as real-time market data and

financial news, make Webull Financial the preferred

solution for experienced and novice investors alike.

The Webull app is currently being used across

the world by over 9 million people. Meanwhile, the

brokerage portion is being used in the U.S. and

some select non-U.S. locations.

Affordability, Superior Technology and a Great Team

Before choosing Trulioo, Webull did a comprehensive

search and assessment of all the available solutions in

the market. “Trulioo’s technology and flexible pricing

options were the key determinant factors in its selection.

Top-notch responsiveness by the customer success and

sales team, along with strong implementation were the

other factors,” says Denier.

Like Webull, the world’s biggest tech companies, banks,

payment processors, and money transfer companies,

along with major online marketplaces, financial

institutions, gaming companies and financial services,

use Trulioo to prevent fraud, mitigate risk and meet their

compliance requirements.

The Webull app is currently

being used across the world

by over 9 million people.

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