A global asset manager with $200B AUM was losing clients during onboarding due to a fragmented, paper-heavy process that involved 14 separate systems and averaged 3 weeks to complete.
Manual document collection created bottlenecks, clients submitted forms by email and fax.
KYC and AML checks were run serially by separate compliance teams, causing multi-day delays.
Advisor workstations lacked a unified view, requiring context-switching across six legacy portals.
High abandonment rate during digital onboarding flows with no recovery or progress-save capability.
AidenAI designed and deployed an end-to-end agentic wealth onboarding platform on Unqork, integrating intelligent document capture, automated compliance checks, and an advisor workbench in a single unified experience.
Intelligent document collection portal with AI-powered OCR and automated data extraction.
Real-time KYC/AML checks via API integrations with LexisNexis, ComplyAdvantage, and internal risk systems.
Advisor workbench providing a 360° client view with configurable approval workflows.
Automated status notifications and digital e-signature via DocuSign for all client agreements.
Mobile-responsive client portal with progress tracking and save-and-resume functionality.
75%
Faster client onboarding (3 weeks → 4 days)
92%
Straight-through processing for standard accounts
$2.4M
Annual operational cost savings
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