Particeep

Kereis Technologies, a French company, provides SaaS and API solutions for financial, insurance, and real estate professionals looking to digitize their core processes. The platform helps banks, insurers, and brokers manage the entire client lifecycle, from initial contact to ongoing relationship management, with a strong focus on regulatory compliance.

The tools are designed to handle specific industry needs:

• Credit & Financing: Create precise credit simulations, compare offers, and build solid financing plans that integrate various loans and aid schemes.
• Digital Onboarding: Offer a fully digital subscription process, from information collection and document verification to certified electronic signatures.
• Client Management: Provide clients with a secure, personalized portal for communication and tracking, while automating notifications and follow-ups.

Built with European regulations in mind, the solutions incorporate compliance with KYC, LCB-FT, DDA, and MIFID II. With over 70 available APIs, Kereis Technologies enables businesses to connect their existing systems and automate workflows securely, ensuring data is handled according to EU standards.