Services & Finance

Services & Finance Use Cases

- Regulatory Compliance Automation: Automate KYB/KYC processes, integrating multiple data sources to ensure thorough screening, reduce errors, and maintain audit trails.
- Read a case study on an innovative merchant screening process with large productivity gains, reduced rework, and a full audit trail.
  
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- Connect systems and transform data automatically, with workflow for escalation of manual review and SAP Integration
- Creates efficiencies to enable x10 faster customer onboarding
- Enables agile development and release processes
  
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Streamline credit screening and underwriting, accelerating approvals while maintaining risk management standards.
Create automated workflows for client onboarding, ensuring consistent processes and improving efficiency.
Implement automated systems for ongoing compliance monitoring, alerts, and report generation.
Use automation to gather operational data, creating insights for process optimization and resource allocation.

Success Stories

Accelerated 'time to money' for new merchant onboarding

Customer: Fintech Startup
Delivered an innovative merchant screening process with large productivity gains, reduced rework, and a full audit trail.
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Reduced cycle time by 6 weeks, eliminated 800+ spreadsheets

Customer: Multinational Insurance Company
Suite of automated IAM processes: streamlining employee provisioning, deprovisioning, and user entitlements audit; including integration with ServiceNow and Active Directory.
Automation for $29B in assets across 171 different funds

Customer: Leading Hedge Fund Administrator
Automated complex, paper-based financial transfers in just six weeks, meeting compliance requirements and generating new valuable insights across the organization.
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