An analyst pulls data from Salesforce, validates it against the billing system, checks a spreadsheet of ICA assignments, opens the contract repository, and copy-pastes between them — a process made worse by incomplete backend integration after the Finicity acquisition. Errors slip through, and no one sees the full picture in one place.
See where the 32 minutes go →Manual effort per client onboarding, mostly cross-checking and re-keying.
Toggled by hand with no single view of onboarding readiness.
Incomplete backend integration means data doesn't reconcile automatically.
Missing ICAs and contract-to-billing mismatches surface only after go-live.
The context graph and generated SOP became the blueprint for the assistant. Recommendation: full agentic automation with human approval on commercial changes — ROI Analysis projects payback inside two quarters.
The assistant reads Salesforce, MCBS and the contract repository in place through one Client Onboarding Knowledge Cluster — zero copy, no new data store. It auto-populates and cross-validates each onboarding, and surfaces only what needs a human. No more toggling between tabs.
| Client | Market | Readiness | Status | Systems checked |
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