Unified AI for Financial Services: Mitigating Risk While Elevating CX

Focus: Combining multiple AI agents to achieve three strategic goals simultaneously.

Section

Details

Key Results

About

AIaaS Platform: Voice Agents, Document Agents, Policy Agents

65% Reduction in average customer onboarding time (CX)

Challenge

Onboarding new commercial clients was slow, requiring extensive manual data entry and complex compliance checks across multiple policy documents, resulting in customer frustration and audit vulnerability.

70% Automation of the end-to-end KYC/AML process (Efficiency)

Our Solution

We deployed a combination of our AIaaS agents:

1. Voice Agents handled initial data capture and identity verification.

2. Document Extraction Agents processed complex legal and financial documents.

3. Policy & Guideline Agents performed real-time KYC/AML checks against internal and regulatory policies.

100% Policy Adherence and zero manual audit failures (Compliance)

Outcome

The integrated AIaaS platform automated 70% of the workflow, making the client onboarding process nearly instant for the customer (65% faster) while ensuring an ironclad, auditable compliance trail for regulators.

Millions Saved annually by reallocating compliance and operations staff