One data source, up to date everywhere
Whether it concerns your CRM, case management system or internal data warehouse: our integrations make sure information reaches the right place, without manual retyping. Your team keeps working in the system it already knows, with BlueMonks data automatically in sync.
Your challenge.
Disconnected tools mean duplicate entry, a higher risk of errors and an incomplete view of the customer.
Our solution.
BlueMonks technology connects to commonly used CRM, onboarding and compliance systems, so that data stays up to date in one place.
Wisdom API.
Your systems, our KYC engine.
With the Wisdom API you bring the power of Wisdom straight into your own CRM, onboarding flow or case management system. Screening, file building and reporting run in the background, while your team keeps working in the system it knows. We set up the connection together with your IT team, with full documentation in English and Dutch.
- One fixed contract for every connection
- Keys per environment, separated data
- Processing in the EU
What the API does.
Everything Wisdom can do, from your own system.
Screening in one call
Submit a person and receive a risk class right away, covering PEP, sanctions (EU, UN, OFAC and the Dutch terrorism list), fraud and country risk.
Batch and asynchronous
Up to 100 people per request, or asynchronous with a webhook that notifies you as soon as the result is ready. Ideal for bulk and periodic reviews.
Submit relations and documents
Create relations and upload documents from your own system. Wisdom reads them and builds the file, without anyone retyping anything.
Reports and status back
Retrieve KYC progress, risk class and the final report in your own environment, so everyone sees the same current status.
Monitoring and review date
Every outcome gets a recommended date for the next review. New signals reach you straight away through a webhook.
Secure and auditable
Signed requests (HMAC), keys per environment and a trace ID per call for your audit trail. Also works with your own field names.
How to connect your systems
Connect
We set up the connection with your existing system.
Synchronise
Data is synchronised automatically and continuously.
Use
Your team keeps working in the system it already knows, always with up-to-date data.
Who are our integrations for?
Organisations that want to use BlueMonks technology within their existing system landscape.
- No duplicate entry
- Less prone to errors
- A complete customer view, faster