AIO's holistic platform enables clients and financial teams to track progress and financial product requests all in one place while removing onboarding friction and complexities.
Evaluate businesses based on highly accurate and confirmed customer profiles, ensure compliance is met, and make knowledgeable decisions using easy-to-understand insights.
Advanced AI eliminates weeks of manual work and human error, empowering you to close more deals and deepen customer relationships.
It's designed to extract and classify data to turn it into actionable information, understand what data is missing according to workflows, and optimize processes, all without human intervention. AIO's unique architecture enables users to control their financial data on their own storage creating a distributed architecture.
This architecture removes friction by enabling reuse of the data in the most secure and private method in the market.The platform facilitates direct communication between customers and financial institutions, eliminates the challenges of dispersed data sources, and unlocks the data contained in documents.
AIO uses existing records and public data to start building a 360˚client identity instantly and then sends smart, actionable checklists to request any missing information or documentation.
The platform synthesizes client-submitted data against public records to validate the integrity of the information, surfacing insights related to risks and compliance.
Once clients are approved, AIO generates and sends letters of intent or customized contracts based on pre-defined parameters and terms.
AIO keeps clients finance-ready by providing continuous financial monitoring and alerting financial institutions to changes that could signal new risks or additional opportunities.
AIO uses existing records and public data to start building a 360˚ client identity instantly and then sends smart, actionable checklists to request any missing information or documentation.
The platform synthesizes client-submitted data against public records to validate the integrity of the information, surfacing insights related to risks and compliance.
Once clients are approved, AIO generates and sends letters of intent or customized contracts based on pre-defined parameters and terms.
AIO keeps clients finance-ready by providing continuous financial monitoring and alerting financial institutions to changes that could signal new risks or additional opportunities.
General Manager,
BTB
Director, Commercial Lending Ops,
FirstTech
Global Head of Identity,
Santander
Customer data is constantly in flux, often collected without true consent and handled without care. To validate customer profiles, we used to rely on purchasing static and unreliable self-reported or second and third-party data, which fail to tell an updated and comprehensive picture even as multiple feeds are pieced together.
With that in mind, we set out to design a better system by reimagining how people's financial identities are built, shared, maintained, and verified. Today, AIO's solution creates a seamless process for financial institutions by enabling them to untangle even the most complex business entities while giving businesses complete control over the data they share.
Powering financial
decision-making
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