pKYC, IDEP, and Me: How AI-powered Document Processing Makes Perpetual KYC Possible

Thursday, March 23, 11 am ET
Boris Evelson
Guest Speaker: Vice President, Principal Analyst
Daniel Hazel
Daniel Hazel
Vice President, Strategic Accounts


Banks and financial services firms have long had processes in place for their Know Your Customer (KYC) operations — whether manual or automated, often with technologies like Intelligent Document Processing (IDP). But how can we push the envelope further? Instead of just deploying automation as a replication of human processes and decision-making, how can we fundamentally improve the overall efficiency and effectiveness of the entire KYC process? 

Perpetual, event-driven KYC is the answer.  

Join WorkFusion Industry Consultant Daniel Hazel and guest speaker Forrester VP and Principal Analyst Boris Evelson as they discuss pKYC, a pipe-dream-turned-reality that will revolutionize KYC. 

In this webinar, you will learn:
Industry analyst’s perspective on automation, IDP, and tips on selecting a vendor
WorkFusion’s Digital Workers in action with KYC
Authoritative outlook on the future of pKYC


The Great Resignation is real, and adversely affecting banking, financial services, and insurance (BFSI) organizations. According to a recent survey of 200 BFSI executives, 87% of respondents report it is now harder to retain employees — and 89% say it is now harder to recruit employees — compared to 12 months ago. As a result, BFSI firms struggle to keep up with the sheer volume of work and provide a high-quality customer experience.

To discuss these developments, WorkFusion will host Mike Leone, Senior Analyst for Data Platforms, Analytics, and AI at ESG Research, along with our CMO, Mariann McDonagh, and Director of Intelligent Automation, Kyle Hoback. Join them as they unpack the findings from this new research into the impact of the Great Resignation, and how BFSI organizations can close the staffing gap.


Ready to put our Digital Workers to work for you?
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