Mako Financial Technologies, a leading workflow platform for financial services, has partnered with Trulioo, a top global identity verification provider, to streamline Know Your Customer (KYC) processes for wealth management firms. The integration embeds Trulioo’s identity verification and anti-money laundering (AML) capabilities directly into Mako’s configurable onboarding and renewal workflows.

Faster, Accurate, and Low-Friction KYC

The collaboration aims to reduce manual effort, improve data accuracy, and accelerate processing times, giving advisors a frictionless KYC experience while maintaining rigorous compliance oversight. By combining Mako’s low-code automation with Trulioo’s global verification expertise, firms can replace disconnected, labor-intensive KYC checks with a unified, scalable solution.

“KYC sets the tone for every advisor–client relationship and it must be fast, accurate and effortless,” said Raphael Bouskila, Founder and President of Mako. “Partnering with Trulioo allows us to deliver instant, frictionless KYC for the fastest-growing wealth platforms.”

Scaling Compliance Without Compromise

The integrated solution enables wealth management firms to onboard new clients quickly, transition large books of business efficiently, and maintain institutional-grade compliance. Advisors can focus on client relationships and growth, rather than navigating cumbersome KYC processes.

“As wealth management evolves, firms are looking for ways to serve clients more efficiently without compromising on compliance,” said Vicky Bindra, CEO of Trulioo. “This partnership transforms KYC from a regulatory hurdle into a strategic advantage, enabling firms to accelerate onboarding and strengthen oversight.”

The solution is available now for wealth management firms in the United States and Canada, providing a scalable, real-time approach to identity verification and regulatory compliance.