Netiks 360Bank KYC Onboarding with Copilot Studio and Agentic AI

Описание: Orchestrate your business process using Copilot Studio Agents. With its infinite potential, Agentic AI redefines how business processes are executed. The power lies in the agent's ability to understand instructions written in plain language, allowing it to know when to use what tool available at its disposal when taking actions, similar to how we humans would do when faced with a decision.

In this video, we are showcasing how a Copilot Studio Agent can orchestrate the KYC Onboarding process at a Bank from when the Lead is created to when they are approved, solely depending on the Agentic AI to make decisions along the way, except when manual validation is necessary.

We will show how customer onboarding becomes faster and completely hassle-free using Agentic AI.
Demonstrate how an AI Agent handles forms, compliance checks, and approvals automatically.
Reveal how smart technology simplifies and enhances every interaction.
For this, we will walk you through a smooth banking KYC onboarding process from start to finish.

What this means for you?
Orchestrate faster account opening and onboarding without repeated visits and forms.
Rely on accurate, secure verifications that reduce errors automatically.
Save time by letting AI Agents handle repetitive tasks efficiently.
Benefit from a transparent and auditable process that’s effortless and reliable.

Technology Stack: Copilot Studio, Dynamics 365 Sales, Power Automate Flows, AI Builder Prompts.
Use Case: Banking and Financial Services.