Expediting International Onboarding for Foreign Exchange Brokers

Case Study: Learn how Trulioo helps forex brokers balance security and convenience while expediting customer onboarding internationally.

Trulioo — Case Study

The

Solution

• 2022 consumer and business research

from Trulioo and Insight Avenue

74% of

consumers are

more likely to

trust a brand or

company that

uses identity

verification.”

Efficient Due Diligence in a Volatile Global Market

Ensuring new users are who they say they are and

present acceptable levels of risk is a top priority for

forex brokers and other financial services companies.

But the risk varies among traders, depending on

identity profile, transactions, location and other factors.

Yet speed and convenience are crucial in a quickly

fluctuating currency market. Forex is a massive, high-

volume trading market, so brokers face the challenge

of accurately verifying identities globally and in near

real time.

Fast, Secure Onboarding Across Borders

With Trulioo

Trulioo orchestrates hundreds of identity services

and independent data sources worldwide to verify

and authenticate users, enabling forex brokers to

create international onboarding that satisfies their risk

requirements while minimizing friction.

By dynamically corroborating the information

collected down to the risk profile or transaction

level, Trulioo can improve match rates and reduce

false positives, creating a higher level of assurance

throughout the customer life cycle.

For example, a broker may opt for basic due diligence

with standard identity checks for low-risk users but

add document verification or other identity proofing

for people, accounts or transactions that cross a

certain risk threshold. That risk-based approach to

identity verification enables forex brokers to smoothly

onboard traders and still meet stringent AML and KYC

requirements, reducing the likelihood of fraud and

other bad behavior.

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