#WealthManagement

Document Verification Agent Agent

Document Validation
Extracts, verifies, and structures client documents for regulatory compliance and recordkeeping.

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Agent Capabilities
  • OCR extraction
  • Sanctions screening
  • Data structuring
  • Error flagging
This Agent at Work
#WealthManagement
Client Onboarding & Compliance Workflow

Automates end-to-end onboarding of new wealth clients—capturing KYC, verifying documents, profiling investment suitability, and opening accounts.

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#WealthManagement
Portfolio Reporting Automation

Streamline the generation of monthly or quarterly performance reports with xnode’s AI-powered automation.

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