For Virtual Assistants

Streamlined workflows and guided tasks that enable virtual assistants to provide high-quality compliance support without deep AML expertise.

Support challenges

Understanding complex compliance requirements and procedures

Managing document collection and redaction workflows

Following up on outstanding items and deadlines

Ensuring quality and consistency in support tasks

VA Workflow Interface

Empower VAs with structured, quality-assured processes

Guided Task Workflows

Step-by-step guidance for compliance tasks with built-in quality checks and validation.

Document Management

Automated document collection, OCR processing, and PII redaction with approval workflows.

Chase Management

Automated follow-up systems with customizable templates and deadline tracking.

Quality Assurance

Built-in QA checks and approval processes to ensure consistent, high-quality output.

Quality Assurance Dashboard

Reduce training time by 70% with guided workflows

Ensure 100% consistency in document handling procedures

Automate 80% of follow-up communications

Maintain quality standards with built-in QA processes