Client Servicing

Serve existing clients with ease through automated document understanding. Reduce friction and deliver faster outcomes with lower costs.

Benefits

Seamlessly serve existing clients without the manual back-and-forth

Serve clients faster

Reduce friction for clients and execute on their needs at pace by removing dependency on manual review
Scale growth without costs

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

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

FEATURES

Building Blocks

Understand client instructions

Extract key data from unstructured documents to trigger actions downstream, such as changing addresses, updating details and adding signatories.
Validate information

Verify that data submitted by clients meet predefined rules or matches with internal/external sources.
Trigger automated action

Alert customers, update the relationship manager or refresh the CRM with data submitted in documents.

case study

Customer Success

5000

documents per day
0

false positives
100+

staff freed-up