/ PRODUCT — KYC

KYC that does the typing, screening, and remembering.

Most KYC tools give you a form and a folder. MSB Control turns onboarding into a system: the ID is read for you, documents come in from the customer's phone, screening happens at intake, and every record keeps a versioned, exam-ready history — wired to the transactions behind it.

Schedule a demoSee what's different

/ WHAT MAKES IT DIFFERENT

Same box on the form. Very different depth behind it.

MOST KYC TOOLS
A form and a folder of scanned PDFs
Docs emailed or dropped in a shared drive
Screening is a separate step you remember to run
One person enters and approves the file
Edits overwrite the record
KYC lives apart from transaction monitoring
MSB CONTROL KYC
AI reads the ID and fills the record for you
Customer uploads from their phone via a secure link
OFAC & sanctions screening runs at intake
Maker-checker review before a record is final
Full version history — nothing is silently overwritten
Every record is linked to the money behind it

/ HOW ONBOARDING RUNS

From a phone photo to a filed-ready record.

01

Capture

Send a secure link — the customer completes intake from any phone.

02

Extract

AI reads the ID and pre-fills name, DOB, number, and expiry.

03

Screen

OFAC and sanctions pre-screening runs before the first transaction.

04

Review

A second set of eyes approves the record — maker-checker.

05

Record

A versioned, time-stamped file, linked to every transaction.

01 / AI-ASSISTED INTAKE

The ID fills the form, not your teller.

Snap a driver's license or passport and our extraction model reads it — name, date of birth, document number, and expiry land in the profile pre-filled. Your team confirms instead of transcribes, so records go in faster and with fewer keying errors.

  • Passports, driver licenses, and national IDs
  • Fields you confirm, never blind-trust
  • Fewer typos, faster branch throughput
ID DOCUMENT● EXTRACTED
Full nameMaria S. Delgado
Date of birth1990-04-18
Document №P-4471-0912
Expiry2029-11-30

02 / CAPTURE FROM ANYWHERE

No scanner, no email attachments.

Send a one-time secure link and the customer uploads their documents and signs from their own phone. Nothing lands in an inbox or a shared drive — it goes straight into the encrypted vault, attached to the right record.

  • Tokenized mobile upload — no account needed
  • On-device e-signature capture
  • Encrypted document vault, access-logged
MSBControl
Upload your ID
Secure link · expires in 24h
Tap to take a photo
Front of ID added

03 / A RECORD THAT DEFENDS ITSELF

Every change kept. Every approval logged.

A KYC file isn't a snapshot — it's a history. Edits are versioned, a second reviewer signs off before a record is final, deletes are recoverable, and the whole trail is print-ready for an internal, independent, or IRS review. And it's linked to the transactions, so an alert opens straight into the customer of record.

  • Version history — nothing silently overwritten
  • Maker-checker review before final
  • Soft-delete: recoverable, never lost
  • Linked to the transactions behind it
RECORD HISTORY · KYC-0091APPROVED
v3 · CURRENT
Approved by D. Jimenez
today · 09:41
v2
Address updated · A. Reyes
today · 09:30
v1
Created from mobile intake
today · 09:12

Other tools store what you type. MSB Control builds the record for you.

Start with a record you can defend.

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/ THE FILING DESK

Regulatory changes, before your examiner.

A short monthly brief on FinCEN guidance, enforcement actions, and AML practice for money services businesses.

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