Is your onramp an offramp? Get ready for customer onboarding in the age of AI

Presented by

Experts from Ephesoft, Grant Thornton, HSBC and American Banker

About this talk

In a recent survey, over 90% of customers think that companies “could do better” when it comes to onboarding new customers. Clients – both consumers and commercial accounts – are the bread and butter for the banking, financial services and insurance (BFSI) industry. Is your onramp an offramp for your customers? As we enter 2021, COVID-19 and uncertainty have set the stage for economic disruption and a new age of digital service for BFSI companies. Slow service, bottlenecks in customer applications and inefficiencies can lead to lost customers during the initial onboarding and processing phase. BFSI organizations must improve their client experience, increase customer lifecycle terms and maintain compliance with KYC and AML regulations. Watch this dynamic panel discussion on how AI tools can revolutionize customer onboarding and improve the client experience. Financial services enterprises can no longer afford to offramp customers with mediocre service, slow response times or antiquated processes. Learn more about: - How leading global finserv companies, like HSBC, are transforming the client experience using innovative AI technology and digital transformation - Technology trends and focus areas for driving productivity, compliance and internal gains - How unlocking data can lead to key customer insights and help guide a data-driven strategy that benefits your organization and most importantly, your customers - Why AI solutions can help develop lasting relationships, customer value and efficiency for financial services

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Welcome to our channel! Ephesoft’s Intelligent Document Processing (IDP) platform and data enrichment solutions automate document-centric processes to maximize operational efficiency and human productivity for enterprises and the public sector. Using AI, patented machine learning and proprietary classification models, Ephesoft’s customizable and scalable platform turns any document type into structured, actionable data to accelerate business processes and data-driven decisions. The platform’s APIs and iPaaS connectors allow for fast integrations into other business systems for seamless end-to-end automation. Working with a vast partner ecosystem, Ephesoft has been deployed in the cloud and on-premises to customers around the globe saving costs, improving data accuracy and fueling their digital transformation journey towards hyperautomation. Ephesoft is headquartered in Irvine, Calif., with regional offices throughout the US, EMEA and Asia Pacific. For more information, visit