How Bexobin Capital reduced customer onboarding time from 7 days to 4 minutes.
Industry
Wealth management
Location
Dubai, UAE
Employees
60-100
The challenge
Bridgestone Capital, a wealth management firm targeting high-net-worth individuals, had a customer onboarding process that averaged 7 days from application to account activation. The process involved manual document collection, KYC verification through a third-party provider, compliance sign-off, and account setup across multiple internal systems.
Drop-off during onboarding was running at 34%. Prospective clients who had expressed interest and begun the process were abandoning it due to delays, friction, and the volume of documentation required.
The solution
AgenticOS re-engineered the onboarding journey end to end:
Intelligent document collection — agents guided customers through document submission, validating completeness and quality in real time and prompting for corrections instantly
Automated KYC and AML screening — real-time identity verification, sanctions screening, PEP checks, and source of wealth assessment
Risk profile generation — agents compiled a complete client risk profile and routed it for compliance approval with all supporting documentation pre-assembled
Account provisioning — on compliance approval, agents automatically provisioned accounts across all relevant systems simultaneously
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"Our clients expect a premium experience from the very first interaction. AgenticOS made our onboarding feel effortless — which is exactly the first impression we want to make."
- Head of client experience, Bexobin Capital
