Investment Management Firm Transforms Customer Onboarding with AI-powered, Reimagined Experience

A leading investment management company faced significant challenges with its outdated customer onboarding system, which relied on highly manual processes and disjointed workflows. This inefficiency resulted in slow customer onboarding, poor user experience, reduced productivity, and increased vulnerability to compliance issues and operational delays.

To address these challenges, the firm sought to replace its legacy system with a cutting-edge, AI-driven solution.

The solution involved implementing an investor onboarding application built on Infosys Topaz AI Next, a unified AI platform . The application is powered by cutting-edge Natural Language Processing (NLP) and LLM (Llama 3.1) set up on NVIDIA NIMS and hosted on Microsoft Azure .

The new solution provides a significantly faster, AI-powered, consistent, and systematically orchestrated guideline review process, which accelerates account onboarding, content research, as well as operational tracking and reporting.

Key business benefits delivered:

Upgrade your customer onboarding experience with Infosys Topaz AI Next!

Download the case study to see how Infosys Topaz AI Next can deliver a streamlined onboarding experience, enhance customer satisfaction, and accelerate time-to-value.