Industry Use Cases

Client Lifecycle Management

As an Onboarding Analyst, I manage various clients, handling a high volume of communications and processing many documents. I need to ensure accuracy and responsiveness to reduce risk for my firm.

Problem

  • Processing a high volume of emails with attachments. It is time-consuming to find lost documents in email threads.

  • Manual processes increase operational or compliance risk.

  • No clear metrics for understanding inquiries or gauging quality and response times.

  • Clients want communications on many different channels.

Our Solution

  • Document Management: Streamline document retrieval for inquiries by storing all documents in one chronological panel. Leverage document intelligence for insights and links to related deals and cases.

  • Transparency: Track responsiveness and resolution metrics, gaining insights into client requests and opportunities for process improvement.

  • Integrations: Seamlessly integrate with various communication channels, enabling client communication preferences.