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Transform KYC with
EC Private Outreach

Banks and corporate clients need secure, structured collaboration to provide the seamless digital experience clients expect. Email-driven KYC outreach creates duplication, operational risk, inconsistent data capture, and limited visibility across client structures.

Discover how EC Private Outreach is transforming KYC and client experience

Watch this video to learn how Encompass is helping banks exchange information securely with their corporate clients through the EC Private Outreach solution, powered by our EC360 Corporate Digital Identity (CDI) platform.

A single platform to exchange private client information

EC Private Outreach modernizes private data exchange and KYC collaboration. Built on the EC360 Corporate Digital Identity (CDI) platform, it enables structured outreach, secure multi-party data sharing, and governed information exchange through EC CoorpID. By replacing fragmented processes with intelligent automation and integration-ready architecture, it accelerates onboarding and refresh cycles while strengthening compliance oversight.

One commercial bank reports saving

over $2.5m
25% time

per year with EC Private Outreach

Key features

Efficient client information management

Unified dashboard

Real-time view of tasks, requests, expiring documents, and upcoming deadlines.

Central client workspace

Single view of entity structures, requests, documents, permissions, and activity.

Structured outreach and questionnaires

Send information requests and KYC questionnaires with automated reminders, real-time tracking, and centralized review.

Multi-entity requests

Manage outreach across complex corporate structures from a single interface.

Digital client profile

Consolidated, version-controlled corporate profile with structured data and full audit traceability.

Integration-ready architecture

API connectivity to CLM, AML, CRM, and core systems to reduce manual re-keying and accelerate onboarding.

Secure collaboration and data governance

Easy client onboarding

Simple, guided access for clients to begin sharing information quickly.

Digital vault

Encrypted storage for structured data and documents with version control and clear visibility.

Flexible access controls

Role-based permissions with clear segregation of duties and controlled internal and external access.

Full audit trail and visibility

Track document access, updates, and user activity with complete transparency.

Multi-party collaboration

Securely share information between banks, corporate clients, and authorized third parties with defined visibility controls.

Controlled data reuse

Reduce repeat requests through secure reuse of validated information where permitted.

Security and hosting

  • End-to-end encrypted communications
  • Data encrypted at rest and in transit
  • Multi-factor authentication (MFA)
  • GDPR-aligned data governance
  • Secure, scalable cloud-native architecture
  • ISO 27001 and SOC 2 Type II compliant

Benefits

Unified platform

Centralize outreach, communication, and visibility across clients and entities in one secure environment.

Secure data vault

Encrypted document and structured data storage with flexible permissions and full audit traceability.

Cloud-native and scalable

Secure, fully hosted architecture with integration-ready connectivity and minimal IT overheads.

Faster KYC cycles

Reduce duplication, shorten review times, and improve data consistency.

Improved client experience

Clear status tracking, guided submissions, and secure collaboration across stakeholders.

“EC Private Outreach streamlines KYC, reducing the KYC burden for both customers and the bank.”
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EC CoorpID for corporates 

Corporate clients benefit too by taking full control of storing and sharing their information through EC CoorpID our dedicated secure solution for corporates. 

 

Find out more