Customer onboarding from nine days to two
The challenge
Business customers waited more than a week to open an account. Documents arrived by email, three teams re-keyed the same details, and compliance checks queued behind one specialist.
What we did
- DiscoverMapped the process end to end and measured the baseline: 9 days on average, 14 manual touches per application.
- DesignDesigned three AI agents for document intake, policy checks and drafting, with a human approval step for every higher-risk case.
- DeployBuilt and connected the agents to the existing core banking and document systems in four sprints, with the operations team testing each release.
- DriveMeasured results monthly against the baseline and tuned thresholds with the compliance lead.