Finance
AI-powered KYC/KYB verification
Manual KYC and KYB verification processes are slow and prone to errors, leading to compliance issues and security risks. Use AI-powered workflows to automate KYC/KYB verification and simplify customer onboarding.
How it works
Reduce Time Spent on KYC/KYB verification by 90% with the magic of AI
Step 1
Leverage AI to evaluate KYC/KYB form submissions
Step 2
Flag issues of non-compliance and notify the customer
Step 3
Upon successful KYC/KYB verification, initiate customer onboarding
Step 4
Notify the onboarding team when verification is complete
Step 5
advanced features
Everything You Need From A Business Process Automation Platform
Merge data from different sources in 1 place
Combine data from different SaaS tools, databases and create your process triggers.
Build automations without any coding
Use drag-and-drop builder to map complex processes without engineering help.
AI executes all manual processes and SOPs
AI executes most of the steps in the process (extracting data, sending emails,, etc.)
Assign humans to provide input and approvals
Your team remains in control providing inputs and approvals at key stages of the process.
Integrate into your existing processes
No need for your team to learn a new tool. Do everything via Slack, Zendesk, Salesforce, etc.
Be assured that your data is secure
Your data is visible to no one outside your company. We’re SOC II, HIPAA and GDPR compliant.
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