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Customer
KYC Automation

Automation Demo

In today's fast-paced financial landscape, manual KYC processes create bottlenecks that delay customer onboarding and compliance. Datamatics Intelligent Automation breaks down these silos, delivering speed and accuracy through seamless integration. The transformation begins when Datamatics TruBot, the RPA solution, automatically retrieves KYC documents from thousands of customer emails. These documents are then routed to Datamatics TruCap+, an AI/ML-powered IDP platform, which employs advanced image pre-processing and data post-processing to achieve exceptional extraction accuracy. For cases requiring human judgment, the system intelligently flags low-confidence extractions, enabling quick verification through its human-in-the-loop feature. Once validated, TruBot instantly updates all connected systems, including Salesforce CRM, ensuring data consistency across the ecosystem. The result? Faster compliance, reduced errors, and a seamless customer experience.

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