GUIDE

The AI Advantage: Transforming Customer Onboarding in Financial Services

Customer onboarding in financial services is slow and manual—AI fixes this.

In this guide, learn:

  • How AI speeds up KYC and compliance processes.
  • Ways to automate customer queries and reduce onboarding time.
  • How top banks and fintechs are leveraging AI for onboarding.

Upgrade your onboarding experience today.

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1. Coach

Drop or connect your org wide knowledge into an assistant and set priority and refresh frequency

2. Add skills

Simply choose from our catalogue or build custom agents that blend genAI and old school workflows

3. Launch

Pick a channel, map the assistant and go live, recoach instantly from the console

4. Get insights

Get ready to use insights from user utterances and response, label conversations to your liking

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One of the best of its kind we've seen. Earlier, it took 6-7 months to get new reps to medium level in training. KNO could cut that time by 50%!!

Nick Howard
CTO, Assurance IQ, Prudential

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