Financial services
Onboarding checks, loan documents and client requests are still reviewed by hand.
What we would do, by service
Choose a service, then one of four examples, to see the work step by step.
Your industryFinancial servicesOther industries
Choose an example
Illustrative
What changes
A day in the life of an onboarding analyst
Switch to With AI to see which parts AI takes on, and which stay with people.
- 9:00Sort new onboarding packetsDone by handAI handles itAI sorts and checks every packet as it arrives
- 10:00Re-read IDs and proof of addressDone by handAI handles itAI extracts and compares the fields
- 11:30Chase clients for missing documentsDone by handAI handles itAI drafts the request for you to send
- 13:00Review flagged casesDone by handStays with your teamYou review only the exceptions, with the reason
- 14:30Answer client status emailsDone by handAI handles itAI drafts replies from the case file
- 16:00Sign off completed casesDone by handStays with your teamThe final decision stays with you
Illustrative. Every team's day is different; the assessment maps yours.
Services that fit
How each area of our work applies here, with a first example.
Artificial intelligenceFor exampleKYC and onboarding reviewStrategyFor exampleWhere should AI start in lending?Data and analyticsFor exampleOne view of each client across systemsCloud and technologyFor exampleChoosing a document AI vendorEngineeringFor exampleA secure client upload portalOperationsFor exampleFaster account opening
Bring us the workflow that slows your team down.
On a free call we'll tell you whether AI can handle it, and roughly what it would take.
YOUR-001Your business
Your slowest workflow
Re-keyed, chased, checked by hand, and waiting in someone's inbox.
Needs a conversation See it on the board