LInkedIn

AI agents for KYC automation​

Faster onboarding. Stronger compliance. Lower operational costs.

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Streamline KYC with agentic AI. Faster. Accurate.

Slash KYC processing time from days to a few minutes with our perfectly orchestrated multi agent system – Smart KYC ClerX. Speed up customer onboarding and let our specialized AI agents take care of every step in the process. Compliance challenges? Our self-learning agents adapt to regulatory changes in real-time and ensure every requirement is met.

Intelligent data extraction

Automatic id verification

Human in the loop

Multichannel data ingestion

Classify and protect documents

Try Smart KYC ClerX on your enterprise data with the model of your choice.

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Integrate with your enterprise systems

Seamlessly integrate the ClerX with thousands of line-of-business applications, including ERPs, CRMs, etc., to ensure smoother data exchange and consistency across systems

Teams

Microsoft Teams

copilot

Microsoft Copilot

Azure

Microsoft Azure

Open AI

OpenAI

Snowflake 1

Snowflake

SAP

SAP

Oracle

Oracle

Salesforce

Salesforce

Concur

Concur

Quickbooks

Quickbooks

Dynamics

Dynamic 365

Netsuite

Net Suite

Peoplesoft

PeopleSoft

ServiceNow

Service Now

Ariba

SAP Ariba

Workday

Workday

Coupa

Coupa

Adobe

Adobe

Success

SAP Success Factors

See how seamlessly our solution integrates with your systems.

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The scenario with traditional KYC processing

Higher fraud risk

Forged documents and synthetic IDs

Slower onboarding

Longer ID verification and slower processes

Regulator complexity

Changing regulatory guidelines

Inefficient manual checks

Human errors and delays

Solving the challenges with agentic automation

Instant ID verification

Integrate with ID repositories and identify customers in seconds

Faster
onboarding

Bring onboarding time from days to a few minutes with automated workflows.

AI-powered fraud detection

Flag synthetic IDs and tampered documents with AI/ML

Stronger regulatory compliance

Pre-built templates updated with specialized agents.

Vertical AI agents for Smart KYC

Our multiagent system breaks down your complex processes into simple tasks and employs specialized agents to execute one task at a time. Smart KYC ClerX ensures effective collaboration and communication between the agents to deliver faster and smoother customer onboarding experiences. The best part? The multiagent system totally plays by your rules.

Document Intelligence Agent

Extracts and classifies key information from submitted documents like ID proofs, utility bills, and financial statements using AI-powered OCR and NLP.

Verification Agent

Validates extracted data against predefined business rules—checking for completeness, accuracy, expiry dates, and formatting compliance

External Verification Agent

Connects with external databases (e.g., government ID systems, credit bureaus, watchlists) to authenticate identity and perform real-time checks.

CRM API Agent

Pushes verified KYC data into the enterprise CRM system, updates customer records, and triggers follow-up workflows like onboarding or approval.

Email Sending Agent

Sends automated email notifications to customers and internal teams—requesting missing documents, confirming verification, or flagging issues

Deploy on Azure cloud, on-prem, or on both

Smart KYC ClerX stays right where you are – be it on the Azure cloud, on-premises, or on both. So, you can easily scale the agentic AI solution up or down based on demand.

Leverage LLMs of your choice

The agents are built on the models of your choice. Leverage open-source LLMs for customization or enterprise-grade models for compliance – our solution integrates with your preferred model.

Why Smart KYC ClerX

Proactive intelligence
Our AI agents anticipate issues in the process and resolve them autonomously.
The ClerX interacts with customers in real-time with tailored communication.
A dedicated agent to automatically keep the solution updated with regulatory changes.
Our ClerX delivers faster processing with lower costs and higher accuracy compared to any traditional system.

Ready to redefine KYC processing with agentic AI?

Unlock unprecedented productivity and get a competitive advantage with Smart KYC ClerX. Fill in the form and our experts will get in touch with you.
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Frequently Asked Questions (FAQs)

What is Smart KYC ClerX?
Smart KYC ClerX is a multi agent system orchestrated on the Digital ClerX platform. The agentic AI solution automates end to end KYC processing with minimal human intervention.
Yes. Smart KYC ClerX is a self-learning system that learns from each interaction and adapts to the changing scenarios. However, you will have control over its agency. The multiagent system plays by your rules and smoothly hand offs to human agents as defined in case of any issues.
Yes. The agent interaction window in the Digital ClerX platform shows you the and cost savings realized using the agentic AI solution.
Yes. We will help you customize the multi agent system and integrate with your line-of-business systems to meet your business needs.