Balance

Shepherding voluntary exchanges of value

Balance streamlines the data collection process for complex client information and fosters cross business collaboration by creating a single source of truth

Features

We simplify onboarding for 
all stakeholders in one place

Balance is a platform for B2B client-facing bankers to reduce the time and friction it takes a business to open a bank account

Accelerate Time-to-Value

Boost efficiency with automated data collection, cutting back-office tasks.

Streamlined Collaboration

Strengthen client relationships through real-time data sharing and messaging.

Bank-Grade Security

Ensure bank-level compliance and data security with GDPR and SOC standards.

Unified Data Hub

Break down data silos and gain a 360-degree view of client information.

Significant Cost Savings

Achieve substantial cost savings with cloud and automation capabilities.

Risk Mitigation

Enhance decision-making with a reliable, single-source data repository.

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We care about your data in our privacy policy

About

Trust and Transparency Driven

At Balance we believe a sustainable future requires seamless access to banking services. We exist to eliminate the friction in doing business, so that companies, entrepreneurs, and creatives can move their purpose forward.

Accepted into

Become a Balance beta tester

Test exciting new releases and give feedback

Frequently asked questions

Everything you need to know about the product and the startup timeline.

Balance is a customer onboarding and analytics platform that facilitates the exchange of data between corporate banking due diligence teams, clients, and external entities to enable a frictionless due diligence experience. Our cloud and automation enabled data collection and collaboration features help due diligence teams make fast, collective, and sound decisions. As a result, customer churn ends and sustainable, long-term client relationships are born.
The best customers are community and regional financial institution due diligence teams that are a variety of legal, risk, and compliance department personnel. Including, KYC/AML Analyst, Client Relationship Manager, Compliance Officer, Chief Compliance Officer, Risk Management, and Legal Advisors.

Balance stands out for these key reasons:

  1. Security and Privacy: Your data’s safety is our top priority.
  2. Efficiency and Automation: We save you time and resources.
  3. Seamless Collaboration: Foster teamwork across departments and clients.
  4. User-Friendly Design: Easy to use from day one.
  5. Innovation and Scalability: Future-proof your investment.
    Balance is more than software. It’s a trusted partner committed to your success in the modern business landscape.

Signing up as a Beta tester with Balance is easy and straightforward. We welcome your interest in helping us shape the future of secure data sharing and collaboration in corporate banking. To join our Beta testing program, follow these steps:

  1. Visit Our Website: Start by visiting our official website, where you’ll find the sign-up form.
  2. Complete the Sign-Up Form: Fill out the required information on the Beta tester sign-up form. This includes your name, email address, company name, and any relevant details about your role in the banking industry.
  3. Agree to Terms and Conditions: Review and accept our terms and conditions for Beta testers. This step is crucial to ensure that you understand your role and responsibilities as a tester.
  4. Wait for Confirmation: After you’ve submitted your information, our team will review your application. If you’re selected to participate in the Beta testing phase, you will receive a confirmation email with further instructions.
  5. Start Testing: Once selected, you’ll gain access to our Beta platform. You can begin exploring its features, providing feedback, and collaborating with our team to refine and improve the platform.


Thank you for considering joining our Beta testing program. Your input and insights are invaluable in helping us deliver a top-notch solution for corporate banks. We look forward to having you on board as we work together to revolutionize data sharing and collaboration in the industry.

Yes, we are.
Balance continues to welcome strategic investors who share our vision for transforming the data governance landscape. If you’re interested in joining us on this exciting journey, please reach out to our team. We look forward to exploring opportunities with you.