Process Automation for Financial Advisory Services
True process automation begins by eliminating the manual work of chasing client documents. Stop wasting hours on follow-ups and start focusing on high-value advice.
Request a Demo →Why Financial Advisory Teams Use Automated Document Collection
Our platform is built to handle the unique document collection challenges of financial advisory, from complex client onboarding to ongoing compliance checks.
AI-Powered Document Validation
Our AI automatically analyzes client documents for authenticity, expiration, and completeness, helping you meet KYC and AML compliance requirements with greater accuracy and speed.
Automated Client Follow-Up
Eliminate the manual chase. Our system sends automatic reminders to your end-clients via email and WhatsApp, ensuring you receive a complete document set without constant effort.
Real-Time Status Tracking
Gain complete visibility with a centralized dashboard. Instantly see each end-client's status and track which specific documents are pending, submitted, or invalid.