Banking & insurance
Client files, supporting documents, compliance: every request drags a checklist behind it. klair verifies the documents and completes the files; your advisers keep the relationship.
The register
Already built for this trade.
Files read, completeness checkedSupporting documents, income, loans and compliance are checked by hand, line by line.
Supporting documents, income, loans and compliance are checked by hand, line by line.
Segments and types the PDFs, checks completeness, runs the cross-analyses, and produces a risk summary, with sources to back it.
File ready for the analyst, missing pieces and blockers visible
Debt consolidation, pre-assessedThe same checks come back on every consolidation file, one after another.
The same checks come back on every consolidation file, one after another.
Checks the documents, verifies the consistency of identity, income, banking and loans, computes the debt ratio, then routes the file to an automatic decision or a human review.
Your case
None of these is quite yours?
Every solution on this page started as a single sentence. Describe your need as it is — frictions first, tools included — and we'll draft the solution with you.