Brex

Brex automates 80% of new account openings

Alloy Onboarding enables Brex to offer an instantaneous account opening experience

At a glance

Industry
Fintech
Company Size
600+
Established
2017
Valuation
$2.6 billion in assets
Headquartered
San Francisco, CA

Brex offers business credit cards and cash management accounts, supporting newly-founded startups, established tech companies, life sciences companies, and ecommerce brands alike.

Launched in 2018, Brex powers startups of all sizes with a corporate card that offers 20x higher limits, instant approvals, no personal guarantee, and modern payment terms. Brex is building the next generation of B2B financial services with better tech and without the restrictions of legacy technology.

Brex strived to perfect their instant onboarding process and reduce exposure to non-compliant account openings since launch

In 2018, Brex was gearing up to launch the first corporate credit card exclusively for startups. Among the many advantages the Brex card promised - including zero interest, higher credit limits, expense management, exclusive rewards, advanced fraud protection and no personal liability - providing instant approvals with a virtual card issued in minutes was a critical unique feature.

To do so, not only did Brex need to perfect their instant onboarding process, they had to ensure that the right systems were in place to capture and review customer data instantaneously, while reducing exposure to non-compliant account openings. And as an early-stage startup, Brex needed to balance speed and limited resources with the necessary KYC/AML processes and stringent compliance protocols required from their bank partners.

Alloy Onboarding’s single API dashboard allows Brex to view all data sources in one central hub

As Brex’s management team had extensive previous experience working in regulated environments, and understood the necessity of investing early in compliance, the startup partnered with Alloy pre-launch, during their private beta stage.

Integrating Alloy’s single API and live dashboard provides Brex access to multiple data sources to verify business and Ultimate Beneficial Owners (UBO) identities, and combine customer decisioning rules to create an automated KYC/AML process built to scale. With Alloy, not only did Brex save the time and resources required to integrate with each individual data vendor, but the ability to view all data sources in a centralized repository provided a level of transparency highly valued by their bank partners.

Alloy has helped Brex scale and automate processes for a more compliant and efficient onboarding flow.

Michael Tannenbaum, CFO at Brex

Brex automates 80% of new account openings through Alloy Onboarding, enabling them to scale their business quickly

Utilizing Alloy delivered immediate results, automating over 80% of new account openings, with only 2% requiring full manual oversight. Equipped with the proven ability to seamlessly, securely, and instantly onboard new business customers, the launch of Brex’s corporate card exceeded expectations; in less than 6 months, Brex grew from a private beta of 100 startups to serving thousands of customers.

2%
Full manual oversight reduced to less than 2%
80%
Automated over 80% of new account openings
5
Workflow uses 5 data sources

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