Use Case
Customer Onboarding
Transform new customer welcoming into a fluid, fast, and error-free experience. Use AI agents to guide every step of the journey, from autonomous document collection to final account activation.
The challenge
Customer onboarding remains one of the most critical yet undervalued business processes.
For many organizations, acquiring a new customer still involves dozens of manual interactions: fragmented document collection via email, manual identity verification, and “endless waits” for internal approvals.
This complexity leads to long activation times, frequent errors, and high abandonment rates that erode revenue. In regulated sectors like banking, insurance, and financial services, the burden of KYC and AML compliance makes the process even slower and more costly.
-70%
Reduction in onboarding time
98%
Case completion rate
-85%
Reduction in manual errors
How Askme powers the onboarding journey
Six key features for a fully automated and intelligent onboarding process.
Automated Document Collection
The AI agent guides the customer through collecting and uploading all required documents, verifying completeness and legibility in real-time.
Autonomous Identity Verification (KYC)
Automated identity checks, anti-money laundering (AML), and regulatory compliance. AI-powered document validation with integrated cross-checks against external databases.
Guided Workflow
Every case follows a defined, adaptive path: the agent orchestrates each step, assigns tasks, and manages exceptions autonomously.
Notifications & Reminders
Automated communications for both customers and internal teams: reminders for missing documents, real-time status updates, and deadline alerts.
System Integration
Native connectivity with CRM, ERP, core banking, and digital signature systems. Data is synchronized in real-time with zero duplication.
Monitoring & Analytics
Real-time dashboards tracking processing times, volumes, and bottlenecks. Operational KPIs are always under control to continuously optimize the process.
How it Works
From case initiation to client activation, in four automated steps.
Case Initiation
The client starts the onboarding via portal, app, or branch. The AI agent creates the file and identifies all requirements.
Collection & Verification
The AI agent collects documents, verifies identity, and checks the completeness of every piece of information.
Validation & Compliance
Automated compliance, KYC, and AML checks. Escalation occurs only for exceptions that require human intervention.
Activation
Case completed: account activated, credentials sent, and a personalized welcome message delivered to the client.
The Benefits
From a manual, fragmented process to a seamless and fully orchestrated experience.
BEFORE
Traditional Onboarding
- Document collection via email and phone
- Manual verifications: slow and prone to errors
- Activation times of days or weeks
- Customers have no visibility into case status
- High abandonment rate during the process
WITH ASKME
Intelligent Onboarding
- Guided upload with real-time validation
- Automated KYC and compliance powered by AI
- Activation in minutes, not days
- Transparent tracking for both clients and teams
- 98% successful completion rate