Overview
Automation of task generation and alert generation through AI assisted processes for Settlement Location tracking.
Features & Functionality
AI analysis of transaction intake and dynamic summarization of client communication and task audit details.
Benefits & Business Impact
Users will receive recommendations for next actions throughout the app, alerts for potential compliance flags, and the ability to summarize client communications and audit data. The solution will allow compliance teams to be more proactive on addressing flagged compliance issues and allow client support teams more efficient follow up with client contacts.