Automated document collection and validation
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TIMELINE
2 months
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SERVICES
Debt Reconciliation
Credit Legal Matters
AI-Powered Document Collection/Validation
A financial company was building a backlog of clients because their employees couldn't keep up with the number of new clients. With Flairr, we built an automated document collection/validation workflow that automatically reached out to clients, requested the required documents, collected and validated the documents and then updated their CRM with the approved documents.
Struggling to Collect and Follow-Up with Clients
The company knew they were building up a backlog of clients that needed to be onboarded. They were only successfully onboarding 20% of their clients, so they had to make a choice, either increase their staff, or automate the process.
How can we onboard more clients without increasing headcount?
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SOLUTIONS
AI-Driven Document Collection/Validation Automation
We implemented:
Automated client outreach, requesting necessary documents.
Automated document collection.
Validation of the uploaded documents to make sure they are in line with the specifications.
Automated CRM upload.
Support chatbot to walk customers through the process to ensure everyone can successfully upload their documents.
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RESULTS
Streamlined Process, More Onboarded Clients
With their new AI-driven process, the company could reach out to every new potential customer without increasing headcount, collect and validate their documents and upload it to their CRM without anyone falling through the cracks.
190%
More documents collected
142h
Saved per week
$199k
Saved per year
