Paysend uses Lissom to collect and structure information for complex enterprise onboarding across multiple jurisdictions.
Complex customer due diligence and risk assessment, without the painful back-and-forth.
Lissom gives teams a single guided workflow for the client and a single system for the internal team. Smart intake, pipeline visibility, AI-powered case management and workflow automation in one place.
PaysendCollect better evidence for complex enterprise onboarding.
For complex cases, Lissom helps Paysend collect the right evidence first time, reduce follow-up and simplify downstream assessment.
Paysend turned 187 questions from static forms into a dynamic onboarding journey with real-time enrichment, validation and guidance.
Remove friction from every hand-off.
A commercial owner is trying to get a valuable client live, but has little visibility into where the case really stands. The process is painful for everyone, even when the client is a strong fit.
- Before
Client progress is hard to see
Unpredictable timelines make it hard to judge when the client will go live or manage the pipeline confidently.
With LissomA shared view of what needs attention
Commercial, compliance and operations teams share a view of client progress, missing information and outstanding requests, making it easier to see blockers and coordinate follow-up.
- Before
Clients repeat the same work
The client faces a long, painful questionnaire and repeated follow-ups.
With LissomRequests shaped around the client
Lissom adapts questions to the business, previous answers and available information, guiding each client through the evidence their case needs without relying on one long questionnaire.
- Before
Reviewers spend time chasing evidence
Compliance teams spend weeks chasing missing context, documents and clarifications.
With LissomResolve gaps before review
Lissom checks documents and answers while clients can respond, routing follow-up to the right contributor. Resolving straightforward gaps earlier gives compliance teams more time for risk and exceptions.
- Before
Case information is scattered
Information ends up scattered across email threads, spreadsheets, PDFs and internal notes.
With LissomOne record to review and defend
Documents, answers, ownership information and risk signals sit in one structured case. Reviewers can assess the evidence and record their conclusions and reasoning for later review.
For teams handling complex clients and deeper review.
- Regulated payment institutions
- BaaS and sponsor banking teams
- Financial institutions onboarding complex business clients
- Teams running deeper regulatory, AML and operational risk review
One workflow from first request to defensible review.
Guide the client, structure the case and keep commercial, compliance and operations teams aligned.
One guided workflow for the client
Turn a fragmented onboarding experience into a clearer journey that asks for the right information, documents and context at the right time.
Better pipeline visibility
See who is moving, who is stuck, what is missing and what is likely to delay go-live.
Smart case management
Pull documents, answers, ownership information and risk signals into one structured case for review.
Faster internal coordination
Reduce email ping-pong between sales, client success, compliance and operations.
Clear, auditable decisions
Help reviewers reach more consistent outcomes with stronger rationale and a better record of how decisions were made.
Refresh and ongoing monitoring
Support remediation, periodic review and ongoing risk workflows in the same system.