Overview:
Financial institutions face constant regulatory scrutiny, complex documentation workflows, and the need for exceptional customer service. Streamlining data-intensive tasks is key to accuracy and growth.
Challenge:
Ensuring regulatory compliance while automating onboarding, reporting, and documentation workflows.
Document IQ Helps:
• Automates PII redaction in loan forms, KYC records, and account summaries.
• Extracts financial data for audits or compliance reporting.
• Flags missing fields or inconsistencies in disclosures.
Pulse IQ Helps:
• Tracks service team performance and client satisfaction.
• Detects early churn signals or reputational risk.
