Automated onboarding of customer, vendor, student or patient

Automatically collect required data from different documents required for successful onboarding and generate a single file with necessary information; or push the data to your business software.

50%

acceleration* in the customer onboarding process

* When using Graip.AI’s advanced AI algorithms for processing key documents

Graip.AI features an integrated onboarding workflow that consolidates all relevant information into one entity, enabling quick and informed decision-making based on efficiently extracted data.

For onboarding new vendors, patients, students, or clients (e.g., in fintech), Graip.AI automates the classification and categorization of submitted documents and additional information from emails. The system identifies and requests missing mandatory data, streamlining the process and eliminating the need for back-and-forth emails. After processing this data is efficiently integrated into your CRM or business software, enhancing data management. Alternatively, it can be extracted into a single file with a predefined template for manual processing.

Manual Data Entry

Manual entry of data from onboarding documents is time-consuming and prone to errors.

Document Verification

Verifying the authenticity and accuracy of submitted documents can be labor-intensive.

Processing Large Volumes of Documents

Handling large volumes of onboarding documents quickly and efficiently.

Unstructured Data Handling

Onboarding documents often contain unstructured data that is difficult to process.

Tracking Missing Data

Identifying and following up on missing or incomplete information in onboarding documents.

Multi-Language Support

Processing documents in multiple languages for a diverse user base.

Efficient Data Storage and Retrieval

Storing and retrieving data from a large number of onboarding documents.

Error Reduction

Reducing errors that occur during the manual processing of onboarding documents.

Customizable Workflows

Adapting onboarding workflows to the specific needs of different entities.

Challenges

Graip.AI offers a comprehensive solution for automated onboarding:

Efficient Data Collection

Graip.AI automatically collects required data from various onboarding documents, eliminating the need for manual entry.

Document Verification

Graip.AI verifies the authenticity and accuracy of submitted documents, alerting about missing data.

High-Volume Processing

Graip.AI efficiently handles large volumes of onboarding documents with less than 0.8 second per 1 page processing.

Unstructured Data Mastery

Graip.AI processes unstructured data from onboarding documents, even handwritten text (e.g. from Patient forms).

Proactive Data Tracking

Graip.AI identifies and requests missing mandatory data, reducing the need for follow-up emails.

Multi-Language Capability

Graip.AI processes onboarding documents in 141 languages.

Optimized Data Storage and Retrieval

Graip.AI stores and retrieves data from onboarding documents efficiently, integrating the data into your CRM or business software for enhanced management.

Error-Free Processing

Graip.AI reduces errors in onboarding documents to 0.

Customizable Onboarding Workflows

Graip.AI features customizable onboarding workflows that can be easily created by user using our Smart Workflow drag-n-drop feature, without any IT involvement.

Implementation Plan

Document Analysis

Thorough analysis of the documents required for successful onboarding.

Configuration

Configure the recognition and export settings to meet specific requirements.

Model Training

Train and, if necessary, re-train the models to ensure accuracy and efficiency.

API Integration

Establish API integration for importing and exporting data to and from third-party systems, as needed.

Testing and Quality Assurance

Perform comprehensive testing and bug fixing to ensure seamless functionality.

Reduce client onboarding time to minutes

AI-driven IDP solutions make quick work of sorting through onboarding documents. By automating data extraction, the time typically spent on manual data entry is significantly reduced. This means, with Graip.AI, you can welcome new customers faster and more efficiently, giving yourself an edge in responsiveness.

Enhance data accuracy to 100%

With AI-driven IDP technology, you can be sure that the information taken from onboarding documents is completely accurate. This precision helps prevent mistakes in account opening and other important processes, boosting customer trust and minimizing compliance risks.

Boost sales conversion rates, reducing advertising costs

A smoother onboarding experience not only makes your clients happier but also improves the effectiveness of your sales campaigns. Better conversion rates mean more sales with lower advertising spend, striking the right balance between outreach and cost-effectiveness.

Increase sales volume and revenue

Efficient onboarding leads to happier customers, which often means they're more likely to stick with you and make more purchases. By minimizing errors and speeding up the onboarding process, you can reallocate our resources towards activities that boost your bottom line.

Elevate customer satisfaction and loyalty

When onboarding is easy and hassle-free, customers tend to view the company more positively. This enhanced experience not only fosters loyalty but also encourages them to return for future transactions.

Optimize resource allocation and enhance operational efficiency

By adopting AI-driven IDP solutions for routine tasks, you can free up your team to focus on more strategic initiatives. This shift enhances your operational efficiency and ensures that your team is utilized in areas where they can make the most significant impact.

Benefits

Automated onboarding process

We prioritize the security and integrity of your data

We take pride in maintaining a secure environment that empowers you to utilize our technology with confidence, enabling you to focus on your core business objectives. Your data security is our top priority.