Onboarding Agent Stack — Financial Services Enterprise

Multi-agent AI system automating 85% of customer onboarding document processing — reducing turnaround from 5 business days to under 4 hours, fully auditable.

85%

Auto-processed

5d→4h

Turnaround

60%

Analysts freed

Auditable

Every decision

🔍

The Challenge

40 analysts manually reviewed 300 applications daily across 12 document types. Error rates triggered compliance scrutiny and caused customer churn at the most critical touchpoint.

🛠️

The Solution

MCP-connected agent stack: ingestion agents, OCR + Claude LLM extraction, rules-engine validation, human escalation queue, and tamper-proof audit trail integrated with core systems via MCP.

Tech Stack

Claude AIMCPPythonFastAPIAzurePostgreSQL