
Client Onboarding
Streamline end-to-end client onboarding with automated document understanding. Eliminate manual review, reduce onboarding times, and comply with regulation at scale.
Benefits
Unlock trapped data in complex client onboarding documents
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Reduce onboarding timesEnable clients to join your business faster and improve time to value.
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Scale growth without costsIncrease the number of clients you can serve without increasing associated manual costs.
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Improve customer experienceServe customers faster, be right the first time, and reduce hand offs.
Highlights
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Detect missing documentsDigitize documents and classify their type upfront, enabling you to inform customers of anything missing
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Split document packetsSplit concatenated documents that are submitted in a single packet into separate component parts, and classify by type.
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Extract informationExtract key information across onboarding documents, such as share registers, incorporation certificates, and tax returns to populate downstream systems.
case study
Customer Success

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500hours saved per month
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25different document classes
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80%reduction in onboarding time