KYC & KYB Onboarding Readiness Checklist
The KYB checklist for verifying a business customer before you open the account.
Third-party risk assessment is now one of the largest sources of operational, financial and reputational exposure for banks, insurers, payment firms and corporates. This playbook sets out a repeatable vendor risk assessment framework across ten dimensions — financial health, credit exposure, cyber posture, ESG, sanctions, litigation, country risk, concentration, data protection and business continuity — and shows how to move from an annual questionnaire to continuous third-party monitoring. Use it with RISQO, our third-party risk assessment and credit intelligence platform, to score and re-score every supplier from one workspace.
More resources
Each resource is designed to help you make a specific risk or compliance decision faster.
The KYB checklist for verifying a business customer before you open the account.
How to integrate credit information and company reports into your workflows.
How to quantify cyber risk in financial terms your board can act on.