Sold by: Automation Anywhere, Inc.
Automation Anywhere’s Agentic Solution for Customer Onboarding is an AWS-hosted onboarding and KYC/AML automation solution for banking leaders and operations, risk, and compliance teams. It enables teams to process and onboard customers more efficiently with document and AI agents that summarize cases, assess risk, and coordinate human review through natural language interaction across the entire workflow.
Overview
Onboarding stalls when teams chase required documentation, perform repetitive KYC checks, and reconcile data across systems. Customers wait, analysts burn time, and compliance risk increases.
Policies can also vary by jurisdiction, product, and risk level. Applying them consistently is hard, and late checks trigger rework and restarts.
Experience gaps and limited access to clear policy guidance make simple decisions harder than they should be. The result is longer cycle times, avoidable errors, and constrained growth during volume spikes.
Automation Anywhere's Agentic Solution for Customer Onboarding runs on AWS and utilizes document agents, AI agents, and AWS AI services to verify identities, parse documents, apply real-time risk scoring, and escalate exceptions with a comprehensive audit trail. It integrates seamlessly with CRM, KYC/AML platforms, and document repositories to expedite decisions for low-risk customers while providing compliance teams with full control over the handling of edge cases with next-best-action suggestions.
Highlights
- Accelerate onboarding while maintaining strong compliance and a defensible audit trail.
- Cut errors and rework so analysts can focus on high-risk reviews and complex decisions.
- Handle demand spikes and scale application throughput without adding headcount.
Details
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Deployed on AWS
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Automation Anywhere offers expert services to help you get started with Automation + Generative AI. Getting started services to help customers with adoption of the latest technologies. Getting Started framework includes: Feasibility Assessment, Complexity Assessment, Risk Assessment, Human-in-the-loop design, Guard rails, Automation Co-Pilot bot development and Automation Success Platform, Co-Pilot Enablement. A+ Accelerator Packages include: Getting Started, Use Case Discovery, Design Principles, Secure Bot Development and Enablement.
Contact us at aws.aaimarketplace@automationanywhere.com and https://www.automationanywhere.com/customer-support
Software associated with this service
Agentic Process Automation System (Now Certified for WorkSpaces)
By Automation Anywhere, Inc.
Automation Anywhere transacts solely through Private Offer, so please contact us at aws.aaimarketplace@automationanywhere.com The pricing below is a sample solution only.
Automation Anywhere is a leader in Agentic AI-powered process automation that puts AI to work across organizations. The company's platform is powered with specialized AI, generative AI and offers process discovery, RPA, end-to-end process orchestration, document processing, and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, drive innovation, improve customer service and accelerate business growth.
Deployment Options:
1) Software as a service (SaaS) automation application that is centrally hosted and uniformly managed by AAI
2) Self Managed
3) Now certified for AWS WorkSpaces (recommended by vendor)
Automation Anywhere supports qualified nonprofits through a special nonprofit discounted package via Private Offer.