Less paperwork between you and your client.
For financial services and fintech teams buried in onboarding documents, compliance paperwork and support queries. AI does the first pass; your people make the calls that need a human.
Where AI fits in a financial services team
Three everyday jobs, handled behind the scenes so advisers can focus on clients.
AI requests the documents you need, tracks what's outstanding, chases it, and flags anything missing for your team to review.
AI assembles checklists and file notes from the information collected. Your compliance officer reviews and signs off.
Routine questions are answered from your approved information, and anything involving advice or a decision goes to a person.
Where the time goes
- 01
Onboarding is mostly chasing documents
New clients send IDs, proofs and forms in pieces, and someone has to check, file and follow up on each one.
- 02
Compliance paperwork never ends
Records, checklists and file notes have to be complete every time, and they're easy to let slip when the team is busy.
- 03
Support queries repeat
Clients ask the same account and process questions by WhatsApp, email and phone.
What that changes for your team
Typical uses we start with. Each one works inside your existing tools.
- 01
Documents collected for you
Onboarding stops stalling on missing documents.
- 02
Files ready for review
Files reach your compliance officer ready for review.
- 03
Routine questions handled
Staff time goes to advice, not routine questions.
A day in the life
- Before: Onboarding documents trickle in and are chased one by one.With AI: Documents are requested and tracked automatically, with gaps flagged.
- Before: Checklists and file notes are completed by hand at the end.With AI: Checklists and file notes are pre-assembled for review.
- Before: The same client questions are answered again and again.With AI: Routine questions are answered from your approved information.
- Before: Queries that need a decision get lost in a shared inbox.With AI: Anything that needs a decision is routed to the right person.
Does AI make compliance decisions?
No. It collects information and prepares the paperwork. Your compliance officer or the responsible person reviews it and makes every decision.
Is client data safe?
We configure these workflows with POPIA in mind and keep client data in your own environment where possible. We walk through exactly where data goes before anything is built.
Can it give financial advice?
No, and it shouldn't. It answers routine process questions and passes anything that sounds like advice to a qualified person.
Ready to cut the paperwork?
Start with a free AI Scorecard call. We look at where your team's time goes and show you what's worth automating first.
Book a free AI Scorecard call