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Scenario · Sales & marketing · Legal & complianceFrom 21 days to 24 hours
B2B client onboarding / KYC
Your onboarding process has nine steps, and a new client cools off while it runs. Agents read documents, verify registers and create master data; people make the decisions where they are needed.
Executive summary
Onboarding and KYC stretched over weeks; revenue and the client wait for paperwork.
Agents read documents (IXP), verify registers and create data; Maestro™ drives the case end-to-end.
Time-to-revenue from weeks to days; no lost applications; every check leaves a trail.
CRM, registers (company/VAT), SAP/core, archive; UiPath agents + IXP + Action Center.
Leasing, 400 applications a month
Sales sends the document pack. Operations re-types data into the CRM, someone else checks registers, a third person creates the client in the core system. At every handoff the application waits in a queue.
Meanwhile the client receives a competitor's offer. Deals that go cold this way appear in no report.
The current reality
- HumanSales collects documents and emails them on
- WaitingThe application waits in the operations inbox
- HumanData re-typed manually into the CRM
- HumanManual checks: company register, VAT, sanctions lists
- Error riskA VAT-ID typo caught only at invoicing
- WaitingWaiting for signatures and missing items
- HumanClient creation in the core system and archiving
The hidden cost of the current process
A process where 90% of the time is waiting
- 300 hours a month of re-typing and checking data.
- Every day of delay is a day without revenue from a de-facto signed deal.
- With manual KYC, quality depends on the day of the week and team load.
The cost of doing nothing
You pay for the automation once; the manual process costs you again every month.
The process after automation
- AutomationThe agent reads the application and documents in a minute (IXP)
- AutomationAutomatic register and list verification
- AutomationData created in CRM and core without re-typing
- HumanAn analyst decides only in elevated-risk cases
- AutomationClient active; full document set archived with a trail
What the automation handles
- Reading and validating registration documents
- Register and sanctions-list checks
- Creating consistent data across all systems
When a human decides
- KYC decisions on elevated risk
- Deviations from standard terms
- Conversations with the client
Before
After
Value model: example assumptions
Business benefits
- A client active in 24 h, so sales closes while the decision is fresh
- Applications no longer get lost between inboxes
- KYC of constant, auditable quality regardless of workload
- The operations team works on verification and exceptions
Board-level KPIs affected
time-to-revenue · cost per onboarding · drop-off rate · compliance findings
What management gains
- A live onboarding funnel: where each application sits
- Measurable SLAs towards sales
- A compliance trail ready for any audit
Estimate it for your organisation
An illustrative estimate based on your inputs. It models released capacity and is not a savings promise.
Systems in this scenario
Inputs
- CRM / application form
- PDF documents and scans (IXP)
- Registers: KRS, VIES, sanctions
Mientha agentic layer
- UiPath Agent Builder
- UiPath robots
- Maestro™ · Action Center
Core systems
- Core system / SAP
- CRM
- Document archive
Human approval: Teams / Action Center
What we deliver
- An onboarding map with handoff-time measurement
- A document agent (IXP) reading the full application pack
- Automated register and sanctions checks
- Robot-driven data creation in CRM and core
- A risk path with human decisions in Action Center
- An SLA dashboard and compliance report
What we need to start
- 20 sample applications with documents
- The required-field list for CRM and core
- KYC risk criteria (even draft ones)
- Test access to CRM and core
Implementation roadmap
Discovery
We map the process, data and exceptions with process owners.
Design
Target flow, business rules, approval thresholds.
Build
Agents, robots and integrations in your environment.
Validate
Tests on real cases, exception handling.
Go-live
Controlled rollout with human oversight.
Optimise
Monitoring, reporting and continuous improvement.
Duration depends on the number of systems and rules; a single process usually takes a few weeks.
Risk and controls
Autonomy under control
- Elevated-risk cases always go to an analyst
- Every check logged with source and timestamp
- Personal data processed only in your environment
- Four-eyes control for risk-rule changes
Why now
- Every week cut from onboarding is a week of revenue gained on every deal
- KYC requirements keep growing, and the manual process will only get slower
- Clients compare you with fintechs
Why this matters to:
Sales growth without proportional back-office growth.
Faster revenue and KYC with a full audit trail.
The client is active before competitors answer their email.
Questions we usually hear
We automate fact gathering and verification; risk decisions stay with people. Compliance gets a full record of every check.
IXP reads formats you cannot standardise, and a pilot on 20 real applications shows the exact straight-through rate.
A portal shifts typing to the client, but verification, cross-system consistency and exceptions are still yours. Agents take over that part.
When this may not be the right solution
- A dozen high-margin onboardings a month: the team can handle them manually
- The process is unstable: required documents change monthly
- The core system is being replaced: finish the migration first
A question for your next board meeting
If onboarding took a day, how many more deals from last quarter would you have closed?
Solutions in the library
The same process as an implementation plan
The scenario shows the process with an AI agent on an example company. Library solutions describe the same or a neighbouring process with a value model and an implementation plan.
Your counterparty file was true on the day you checked it. Sanctions and VAT status moved after that.
See the solution Finance & accountingNo payment to a vendor nobody verifiedA bank account changed because an email asked is the cheapest way to lose a six-figure payment.
See the solution ProcurementSupplier onboarding and due diligence completed in daysEvery new supplier for a plant costs three weeks, and the compliance evidence goes missing.
See the solution IndustryFinance & insurance22 solutions
See the industryWe deliver it through our service AI agents on Microsoft Teams.
The example company in this scenario works in Finance & insurance.
How many clients changed their mind between day 1 and day 21?
A one-hour workshop with the process owner is enough to show which of the nine steps disappear.
Let us map your onboarding