InSight DXP

Digital Client Onboarding

Unifying KYC and KYB into a single, intelligent “onramp” for any client
Digital client onboarding office people

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Automate identity intelligence minimising onboarding friction

Unify document management and automated verification for individuals and entities. Replace weeks of manual work with instant identity intelligence to secure high-intent clients and mitigate risk through a seamless, digital-first experience.

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Unify data and AI workflows accelerating decision-making

Build an enterprise-class repository to simplify complex verification. By harmonising agentic AI and automated workflows, the solution minimises manual checks and reduces false positives to boost efficiency and decision accuracy.

Scale with automated governance safeguarding your growth and reputation

Protect revenue and reputation by scaling automated systems that strengthen regulatory oversight and shield your institution from legal risks. Expand confidently into new markets with governance that scales with you.

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How can organisations reduce onboarding friction with AI?
To reduce onboarding friction with AI, organisations must replace fragmented, manual data entry with an AI-powered orchestration engine. By utilising intelligent document processing (IDP) and agentic AI, the solution automates document classification and data extraction from complex corporate filings. This allows businesses to transition from manual bottlenecks to automated identity intelligence, accelerating onboarding results from days or weeks down to seconds for low-risk customers.

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