Deliver a digital onboarding experience tailored to both individuals and businesses
White-label solution built on an AI Agent–powered management platform
HIGHLIGHTS
Built for teams that demand operational excellence
o1
White-label customer portal
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Mobile-responsive web application that lets individual and business clients apply for different financial products and complete the account opening process in a fully digital, end-to-end flow.
02
Relationship Manager portal
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A tracking dashboard so the sales team can invite new clients, monitor the status of each application, and collaborate in real time to assist them throughout the process.
03
Compliant with BSA requirements
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The platform meets the requirements of the leading U.S. regulators, following best practices in AML, cybersecurity, and consumer and investor protection.
04
Customer records renewal
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The information update module allows existing clients to refresh their data in a fully digital flow, keeping every customer file always up to date.
05
Specialized AI Agents
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Our AI agent, Kayce, can run due diligence checks, read and summarize documentation, and provide recommendations to human analysts to streamline decision-making and enhance the customer experience.
"They definitely deliver what we need, especially thinking about all the manual work that gets automated — it's the system we needed."
Eliana Bogado
Compliance Manager in Schroders
"Account opening went from taking 25 days to an average of five. What used to require multiple branch visits and stacks of paperwork now takes just minutes — completely digital."
