All demosNew
Client lifecycle
Client onboarding
From first documents to an approved, system-ready client file — with every exception surfaced for review.
Simulated data3 min
Interactive demonstration — simulated data. No real compliance decision is being performed.
Case received.
- Case received
- Document collection
- Document intelligence
- Validation
- Screening & risk
- Human review
New case · Client lifecycle
Alexander Müller
Residence
Zug, Switzerland
Estimated investable assets
CHF 4’200’000
Onboarding type
New private client — discretionary mandate
Relationship manager
Claudia Frei
Entity
Müller Präzisionstechnik AG — founder, 78% owner
Live
Audit trail
Actions will appear here once the case starts.
The problem
Onboarding a private client typically means chasing documents by email, retyping data from PDFs, running screening checks one by one and assembling a case file by hand before compliance can even start reviewing.
Today, typically
- 1Request documents by email
- 2Download and rename attachments
- 3Open each PDF and copy data into the CRM
- 4Cross-check names, dates and addresses
- 5Run PEP and sanctions checks separately
- 6Assemble the risk assessment
- 7Email compliance and wait
- 8Re-key approved data into the PMS
Automated workflow
- Client uploads documents to one secure request
- Documents are classified and data is extracted
- Fields are cross-validated automatically
- Screening and risk factors are prepared
- Exceptions are highlighted for review
- Approved data flows to CRM and PMS
Where people stay in control
- Compliance reviews every prepared case
- Exceptions are resolved by a person, not the system
- Approval, requests for information and rejection stay human decisions
Why automate this?
Illustrative examplePotential impact — illustrative, not measured results.Time
Removes much of the re-keying and document handling between first contact and a review-ready case.
Capacity
The same team could handle more onboardings in parallel without an equivalent increase in headcount.
Quality
Data is captured once and cross-checked, reducing transcription errors between documents, CRM and PMS.
Experience
Clients get a single, clear request instead of repeated follow-up emails.
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