Do you review or approve business accounts at a traditional bank, digital bank, fintech, or credit union? We want to learn which tools you use, why you chose them, and where they fall short for you.
[What's involved]
- A 40-minute video interview at a time that works for you
- A look at an early prototype and your honest reaction to it
- A walkthrough of your typical review process for a new business applicant
- $75 as a thank-you for your time
[How to prepare]
- Think about a recent business application you reviewed: what you checked, what raised flags, and what you did next.
- Be ready to talk about the KYB and compliance tools you use, what you like about them, and what frustrates you.
No preparation materials or slides are needed. We're here to learn from your experience, not to sell you anything.