Automate KYC Forms and Speed Up Onboarding with VeloFill

Whether you’re opening a new bank account, signing up for a crypto exchange, or onboarding with a new fintech service, you’ll inevitably face the same digital hurdle: the Know Your Customer (KYC) form. This crucial step in identity verification is a necessary part of modern finance, but it’s also a notorious bottleneck. You find yourself typing the same highly sensitive information—passport numbers, addresses, dates of birth—over and over again, turning minutes of excitement into a tedious chore.

What if you could complete this entire process in a single click, without ever compromising your data’s security?

That’s the workflow VeloFill enables. By creating a secure, reusable “KYC Profile” in your browser, you can empower a Large Language Model (LLM) to handle this repetitive task for you. This guide will show you how to automate KYC forms, transforming a high-friction process into a seamless, secure, and efficient experience.

Why Automating KYC Is a Game-Changer

Manually filling out KYC forms isn’t just slow; it’s risky. A single typo in a government ID number can lead to delays or rejection. By automating the process with VeloFill, you gain three key advantages:

• Massive Time Savings: Onboard with new services in seconds, not minutes.
• Flawless Accuracy: Eliminate typos and inconsistencies by pulling from a single source of truth.
• Unmatched Security: Keep your most sensitive personal data locked down and under your control.

3-Step Guide to Creating a Secure KYC Profile

This workflow is built around creating a comprehensive VeloFill Knowledge Base that acts as your personal identity vault.

1. Consolidate Your Identity Data

First, create a single text file that contains all the information required for a typical KYC check. This document will serve as the brain for your automation. Be thorough and ensure every detail is correct.

Here is a template to get you started:

# My Personal KYC Profile

## Personal Information
- Full Legal Name: Jane Maria Doe
- Date of Birth: 1990-05-15
- Nationality: United States
- Country of Residence: United States

## Contact Information
- Email Address: [email protected]
- Phone Number: +1 (555) 123-4567

## Address
- Street Address: 123 Main Street, Apt 4B
- City: Anytown
- State/Province: California
- Postal Code: 12345
- Country: United States

## Identification Documents
- Passport Number: X12345678
- Passport Country of Issue: United States
- Driver's License Number: D12345678

## Financial Information
- Occupation: Software Engineer
- Source of Funds: Employment Income

2. Create Your VeloFill Knowledge Base

In the VeloFill extension, navigate to Options → Knowledge Bases and click Add Knowledge Base. Give it a secure, memorable name like Personal KYC Profile, then copy and paste the information from your text file into the field and save.

3. Autofill Any KYC Form

The next time you encounter a KYC form, simply open the VeloFill popup, select your Personal KYC Profile from the dropdown, and click Fill Form. VeloFill’s AI will analyze the form’s fields and intelligently populate them with your data.

The VeloFill Security Advantage: Your Data Stays Yours

When dealing with identity documents, security is non-negotiable. VeloFill offers multiple layers of protection designed for sensitive data like KYC profiles.

Local-Only Storage

Your Knowledge Bases are stored in your browser’s IndexedDB—never uploaded to VeloFill servers. The data stays on your device and under your control.

Encryption at Rest

For sensitive profiles like KYC data, we strongly recommend enabling encryption in Options > Security & Encryption. VeloFill uses AES-256-GCM with PBKDF2 key derivation to encrypt your knowledge bases and API connections with a master password.

Warning: If you lose your master password, the encrypted data cannot be recovered. Store it in a password manager or other secure location.

Zero-Trust with Local Models

For ultimate privacy, connect your KYC profile to a model running on your own machine. This ensures the entire analysis and form-filling process happens locally—your passport numbers and personal details never leave your network.

To learn how, see our guide: Run VeloFill with Ollama and Gemma 3.

Backup Security

Use Options > Import & Export to back up your KYC profile. Note that export files contain decrypted data, so store them securely (encrypted disk, password-protected archive) or delete them after importing elsewhere. See Import and Export for the full workflow.

Advanced Strategy: Managing Multiple Identities

For users who manage information for more than one entity, VeloFill’s flexibility is a major asset. You can create multiple Knowledge Bases for different contexts:

• Personal KYC Profile: For your individual accounts.
• Business KYC Profile: For company bank accounts or service registrations.
• Family Member Profile: To securely assist family members with their own onboarding processes.

Assign a Dedicated LLM Connection

Each knowledge base can use its own LLM connection. For your KYC profile, consider assigning a local model (via Ollama) while your other knowledge bases use a cloud provider. This way, your most sensitive data stays on your machine while less sensitive workflows can use faster cloud models.

To set this up, edit your KYC knowledge base in Options > Knowledge Bases and select a connection from the dropdown. See Configure Connections for details on setting up multiple providers.

Important Disclaimer

VeloFill is a powerful tool for automating data entry, but it is not a substitute for careful review.

• Always review the auto-filled information for accuracy before submitting any form.
• VeloFill automates the filling of text fields but does not handle document uploads. You will still need to upload scans of your ID or proof of address manually.
• Sensitive data warning: Your KYC profile may contain government ID numbers, financial details, and other highly sensitive information. Enable encryption before storing this data, use a strong master password, and consider using a local LLM to keep your data off third-party servers.

Get Started with Secure, Automated Onboarding

Stop letting repetitive forms slow you down. Install VeloFill, create your secure KYC profile, and experience the future of seamless, private, and efficient onboarding.

• Install the VeloFill Extension →
• Learn More About Knowledge Bases →