OnboardAI.
Client onboarding, KYC document collection, and compliance workflows.
Financial client onboarding that used to take three weeks now takes three days.
// Timeline
30 to 45 days
// Package
System
// Setup
SAR 85,000
// Monthly
SAR 11,000
// FitFinancial services firms onboarding 20+ new clients a month with KYC requirements.
// 01 / Problem
The setup.
Onboarding takes weeks of back-and-forth. Documents get lost between email threads and an analyst spends a quarter of their week chasing missing forms.
Compliance risk creeps in from incomplete KYC. The audit trail is whatever the analyst remembers to write down.
// 02 / Build
What we shipped.
A digital onboarding flow with step-by-step guidance, KYC document upload with verification status, and compliance checklists with auto-validation.
Automated follow-ups for missing documents fire on schedule. Every action is logged into a full audit trail for regulatory review.
// 03 / Outcome
Projected impact based on the manual baseline this replaces.3 days
FROM 3 WEEKS, ONBOARDING TIME
Auto
KYC VERIFICATION + FOLLOWUP
Full
REGULATORY AUDIT TRAIL
// Want one for your team?
Same shape, your problem.
Ships in 30 to 45 days under our System package. SAR 85,000 setup, SAR 11,000 monthly.
// Other Financial Services systems
All playbooks →