A fintech firm takes 3 days of manual back-and-forth to onboard each SME client.
The Solution
01
Agent reads the application and pulls credit bureau data
02
Cross-checks registration and flags compliance issues
03
Generates a structured risk report for the underwriter
04
Sends the client a personalised onboarding email
The Result
Onboarding cut from 3 days to 4 hours. Zero manual data entry.
