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Accelerates the client onboarding process by automatically pre-filling forms, flagging missing documents, and detecting discrepancies in client information. The agent ensures a smooth and compliant onboarding experience for both clients and relationship managers.
Capabilities
Auto-filling client onboarding questionnaires with available data. Identifying missing KYC or AML documentation. Cross-checking client information for consistency and accuracy. Providing onboarding status updates and alerts.To find out more about pricing, reach out to us:
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