
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 fasterReduce friction for clients and execute on their needs at pace by removing dependency on manual review
-
Scale growth without costsIncrease the number of new clients you can serve without associated manual costs.
-
Improve customer experienceServe customers faster, be right the first time and reduce hand-offs.
FEATURES
Building Blocks
-
Understand client instructionsExtract key data from unstructured documents to trigger actions downstream, such as changing addresses, updating details and adding signatories.
-
Validate informationVerify that data submitted by clients meet predefined rules or matches with internal/external sources.
-
Trigger automated actionAlert customers, update the relationship manager or refresh the CRM with data submitted in documents.
case study
Customer Success

-
5000documents per day
-
0false positives
-
100+staff freed-up