Operations
Onboarding Automation
Streamline customer onboarding with AI-guided KYC process
Implementation Process
Follow these steps to implement this use case at ABK
Step 1
Use Futurum One to greet and guide new customers.
Step 2
Collect required KYC info via chat (name, ID, income, etc.).
Step 3
Validate documents using OCR and internal checks.
Step 4
Fill out forms and auto-submit for backend processing.
Step 5
Inform customers of next steps or successful onboarding.
Benefits
- Increased operational efficiency and reduced manual workload
- Enhanced customer experience with faster, more accurate service
- Improved compliance and reduced risk of human error
- Data-driven insights for better decision making