Customer Challenges

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.

Problem

• 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.

Solution Highlights

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.

Key Success Metrics