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AI Boosts Onboarding Experience for Commercial Treasury Clients

  • Commercial banks are leveraging AI and technologies like generative artificial intelligence and optical character recognition to enhance the onboarding experience for treasury clients.
  • Challenges in the onboarding process include document- and data-intensive touchpoints that require manual processing.
  • Implementing automation in onboarding workflows helps eliminate redundancies and improve efficiency.
  • By leveraging AI, banks can digitize document processes and optimize the client-facing experience, reducing frustration and improving customer service.

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