Onboarding Agent
Same-day accounts, across every product.
Not a chatbot, a banking & financial services specialist. Extracts and validates the documents, fills the forms, and opens accounts across product lines from a single intake, mutual funds, PMS, and more. The code is yours.
- Reference masters
- Documents & forms
- Historical data
- Scored recommendations
- Audit-ready evidence
- Decision log entries
Why this work breaks at scale.
Done by hand, it's slow, error-prone at volume, and gets pricier with every head you add. The bottleneck is the swivel-chair between systems, not effort.
What the Onboarding Agent does for your team.
Deterministic where it matters
Regulated or high-stakes steps follow fixed, testable workflows, generative help is reserved for drafting and ideation.
Reads what you already have
Ingests documents, records, and messages in the formats your banking & financial services stack produces, no clean-room data prep required.
Writes a complete audit trail
Every step is timestamped and reversible, giving you 100% coverage for internal review and external audit.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
From first account to collections, one customer view.
Ingest
Pulls in the relevant records and documents the moment they arrive.
Extract & validate
Structures the data and checks it against your rules and reference masters.
Decide or draft
Resolves the routine case or prepares a recommendation for review.
Post & log
Commits the outcome to your system of record with a full audit trail.
- Reference masters
- Documents & forms
- Historical data
- Email & chat
- Scored recommendations
- Audit-ready evidence
- Decision log entries
- Posted transactions
Deployed into the systems you already run.
No rip-and-replace. The Onboarding Agent connects to your existing banking & financial services tooling and writes back to your system of record.
Deployed for Wealth & retail onboarding teams — account opening down to same-day.
The practical details.
Every action is logged, reversible, and traceable to source, giving you 100% audit coverage. The platform is SOC 2 compliant and deployable in your private cloud or on-prem.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.