Powering financial
decision-making
AIO's user-friendly interface simplifies the data collection process, making it easier for lenders to collect the information they need to make informed lending decisions. This means you can spend less time on paperwork and more time growing your business.
Manual data entry can be time-consuming and error-prone. AIO's platform reduces the need for manual data entry, streamlining the lending process and reducing the risk of mistakes.
AIO's user-friendly interface and streamlined data collection process allows lenders to make faster lending decisions. This means you can close the deals you need to grow your business faster than ever before.
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.