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From first hello. To the next review.

Explore a 90-second interactive Swootle onboarding demo. Follow Northstar Advisory as its team creates a client workspace, invites colleagues, publishes an individual onboarding template, and issues a case to Alex Morgan.

See the admin workspace and customer portal together. Play the guided film, pause, jump between eight chapters, or try curated actions using fictional sample data. No sign-up is needed.

Every handoff, connected

Your team. Ready to go.

Create a workspace and bring the right people into the process.

  • Northstar Advisory has its own workspace.
  • A builder designs the journey. An approver owns the decision.
  • Clear responsibilities, from the very first case.

Design the journey once.

Connect information, identity checks, decisions, and the next review.

  • One reusable template: Individual onboarding.
  • Collect the details and supporting documents you need.
  • Drag in a document upload for proof of address.
  • Identity verification becomes part of the same journey.
  • Automate the evidence check, then require human sign-off.
  • A separate approval step keeps the human in control. AI is Off.
  • The customer confirms that their information is correct.
  • After the final declaration, schedule a review one year later.
  • Finish the journey after its follow-up has been scheduled.
  • The connected workflow is published and ready to issue.

One case. Two connected sides.

Issue the case and reach the customer by email and SMS.

  • The team issues Alex’s onboarding case.
  • An email and an SMS lead to the same secure journey.
  • Alex opens the link and arrives in Northstar’s customer portal.

Make the first step feel easy.

Complete a guided form and attach supporting evidence.

  • A clear welcome, with progress visible throughout.
  • Alex’s information is saved as the journey progresses.
  • Proof of address joins the same case record.
  • The details and document are ready for verification.

A person, verified.

Identity, face, PEP, sanctions and adverse media checks return evidence to the case.

  • The verification journey checks Alex’s identity document.
  • A short liveness and face-match check connects Alex to the document.
  • Identity verified. No PEP, sanctions or adverse media matches. Results attached to the case.

Automate checks. Keep accountability.

Automatic AI evidence approval is followed by a separate human decision.

  • AI approves the evidence-check step against the configured policy.
  • The reviewer can inspect the document, verification, and cited rationale.
  • Jordan confirms the checklist and records a review comment.
  • Jordan’s separate sign-off releases the case back to Alex.

Pick up exactly where you left off.

An SMS brings the customer back for a final declaration.

  • Alex receives a message: your review is complete. You can continue.
  • The link returns Alex to the next outstanding step.
  • Alex confirms the information and completes the customer steps.
  • The workflow schedules the next review and completes the case.

The beginning of an ongoing relationship.

Keep the profile, decision history, and next periodic review connected.

  • Alex’s profile keeps the completed case and decision history together.
  • Next periodic review: 9 September 2027. One follow-up, already scheduled.

The demo shows separate automatic AI evidence approval and human sign-off steps. Its next periodic review is a single follow-up scheduled one year after completion. The final profile combines CRM and Automation information in a simplified presentation.

All people, documents, messages, and verification outcomes are illustrative. The interactive player does not send messages, access your camera, upload documents, or create real customer cases. Enable JavaScript to play or explore the demo.

Book a demo to map your own workflow, or view current product screens.