Overview

Overview: WorkFusion's Customer Lifecycle Management (CLM) solution is part of its Intelligent Automation platform, designed to streamline and automate the manual, repetitive, document-intensive processes across the entire customer lifecycle—especially in financial services. By combining document intelligence, AI-driven “Digital Workers,” and human-in-the-loop workflows, WorkFusion accelerates onboarding, KYC, sanctions screening, and other compliance activities. This increases efficiency, reduces errors, and significantly improves the customer experience.

Features and Capabilities

• Document Intelligence: OCR + ML + NLP extract data from structured/unstructured documents across multiple formats and languages. Accuracy improves over time.
• Pre-Built Digital Workers: Ready-to-use bots for CDD, KYC, CIP, sanctions screening, email triage, transaction monitoring, pKYC refreshes, etc.
• Human-in-the-Loop Workflow: Exception handling allows knowledge workers to review, correct, and train bots without IT support, ensuring control over AI decisions.
• Intelligent Orchestration: Bots, ML models, and humans are choreographed end-to-end, with recovery, A/B testing, and queue management.
• Analytics & Reporting: Out-of-the-box dashboards, SLA tracking, capacity planning, what-if modeling, and advanced analytics support both business and IT users.
• Security & Trust: Secure vault for credentials, role-based access, audit trails, ISO/IEC 27001+CyberArk integration; deployable on-prem/cloud.
• Continuous Learning Framework: Bots adapt dynamically, reducing manual work over time as automation rates and accuracy improve.
• Deploy & Integrate: Pre-built connectors (e.g., SAP), CI/CD support, multi-tenancy, logging, and infrastructure monitoring for enterprise scale.