Biz2X Partners with Mastercard to Provide Credit Analytics for Underwriting and Portfolio Monitoring Learn more

Digital Account Opening

Seamlessly onboard business clients digitally- online or in-branch to win new relationships.


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Digital application with business validations

Automated KYC/KYB verifications

Compliance questionnaire & e-sign

Banker dashboard to review and approve requests

Data transfer to the banks core system

Account Opening Process

Client Portal

Create, submit, and track status of new account opening requests, easily across various devices.

Business Information Capture

Collect all required business data and run automated validations of tax ID, secretary of state and ownership.


Digital KYC/KYB checks for fraud and identity verifications.

Compliance Questionnaire

Capture required compliance responses to ensure eligibility.

Banker Review Dashboard

Track, process, and decision requests efficiency to match your workflow.


What our clients are saying

Discover why so many banks and financial institutions have made the move to Biz2X

Biz2Credit brought the capabilities, the platform, the experience as a leadership team, and was able to understand what we needed to serve the small business space.
Jeff Brown Head of Business Banking
Australian Finance Group
Working with Biz2Credit has been one of collaboration, understanding, and commitment. It’s been a fantastic journery and I would highly recommend entering into a relationship with them.
Malcom Watkins Executive Director
Popular Bank
It’s a streamlined process, where the customers can actually go online and upload documents, complete the information. The system is intelligent.
Manuel Chinea COO