startup
Agent-powered customer onboarding workflow
LinkedIn via Claycompany websitesapplication dataOCR & classification agentsfuzzy-match agent
“Onboard in minutes; 40% auto-approval rate; 85% reduction in business address RFIs; 70% reduction in manual identity reviews”
startup
Why they built it
Onboarding took days due to manual KYC/underwriting processes creating tradeoffs in speed, accuracy, and scale
What worked
SME + builder partnership; specialized agents with narrow scopes; human-in-loop deferral; achieved 0% to 40% auto-approval in weeks
What broke or was painful
Manual judgment and heuristics hard to scale; human intuition sometimes missed cases
The result
Onboard in minutes; 40% auto-approval rate; 85% reduction in business address RFIs; 70% reduction in manual identity reviews