Commercial onboarding, ready for a human decision.
For commercial banking & operations
Worked example. Figures use stated volumes and handling times, not client results. A pilot measures your own baseline before any outcome is reported.
Preparation & review per item
Preparation & review per item
At 200 items per month
The work before
the work.
Regional banks often rekey business documents and manually assembles onboarding review packets. Missing information and inconsistent records create avoidable back-and-forth.
A workflow built
around the team.
Classify documents, extract business information, identify discrepancies, and assemble an evidence-linked packet for bank personnel to review in their existing workflow.
The embedded engineering team would map the current process with users, agree on an evaluation set, connect approved sources, and test a reviewable prototype before a staged deployment.
Bank personnel retain verification, compliance determinations, and account-opening decisions. Ambiguous information is routed for review rather than silently accepted.
Make the assumptions
visible.
Assume 200 items per month and a change from 90 to 45 minutes of staff preparation and review per item.
= 150 staff hours / month
That is a 50% cut in time spent on this task, rounded to the nearest whole percent. It is potential staff capacity, not a claim of cash savings or additional revenue.
Implementation effort, ongoing review, maintenance, and model or infrastructure costs would need to be measured separately. Actual outcomes depend on document quality, case complexity, and adoption.
Useful in a demo.
Proven in the workflow.
- Staff time per item, including corrections and review
- Accuracy and completeness on representative cases
- Exception rates, rework, and turnaround time
- User adoption and ongoing operating cost
Compare a documented baseline with a bounded pilot using comparable cases. Agree on quality and approval criteria before expanding the workflow.