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

Reduce onboarding times

Enable clients to join your business faster and improve time to value.
Scale growth without costs

Increase the number of clients you can serve without increasing associated manual costs.
Improve customer experience

Serve customers faster, be right the first time, and reduce hand offs.

Highlights

Detect missing documents

Digitize documents and classify their type upfront, enabling you to inform customers of anything missing
Split document packets

Split concatenated documents that are submitted in a single packet into separate component parts, and classify by type.
Extract information

Extract key information across onboarding documents, such as share registers, incorporation certificates, and tax returns to populate downstream systems.

case study

Customer Success

500

hours saved per month
25

different document classes
80%

reduction in onboarding time