#WealthManagement

KYC Onboarding Agent Agent

KYC Verification
Automates identity verification and compliance checks during new client onboarding.

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Agent Capabilities
  • Document validation
  • AML screening
  • Data completeness check
  • Digital signature capture
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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