Client Onboarding Process Automation
True automation begins by solving the biggest bottleneck: manually chasing and validating client documents. Our automated document collection platform is the critical first step to a seamless onboarding workflow.
Request a Demo →How Automated Document Collection Transforms Onboarding
Our platform is purpose-built to eliminate the specific document collection headaches in the client onboarding process, freeing up your team to focus on building relationships.
Automated Client Follow-Up
Stop wasting time manually chasing clients. The system automatically sends reminders via email and WhatsApp to end-clients, notifying them of exactly what documents are still missing.
AI-Powered Document Validation
Ensure every document is correct the first time. Our AI analyzes submitted files to validate their authenticity, check expiration dates, and confirm completeness against your requirements.
Real-Time Status Tracking
Gain complete visibility into your pipeline. Track the overall status of each end-client and every individual document, and receive real-time notifications as their status changes.