Client onboarding remains one of the most complex, fragmented, and friction-heavy processes in financial services. Incomplete documentation, back-and-forth communication across departments, and delays in KYC and AML verification often stretch cycle times beyond a month. Every failed review compounds across front, middle, and back offices, driving up costs and frustrating clients.
Join experts from Celonis to discover how combining process intelligence with Enterprise AI can resolve these operational bottlenecks at the source and drastically streamline client onboarding.
Event Details
- Event Type: Online Webinar
- Date: September 28, 2026
- Time: 11:00 CEST | 10:00 UKIE (Language: English)
- Location: Virtual / Global (Online Event)
Key Insights
During this interactive live session, you will discover how providing operational context to AI agents transforms banking operations. Highlights include:
- Uncovering the Root Cause: Learn why the industry average for onboarding sits at 32+ days and why traditional fixes miss the core issue.
- The Context Model for Banking: See how Celonis unifies core banking systems, KYC, AML, CRM, and document management into a single model that AI can reason over.
- AI Agents in Action: Watch live demonstrations of automated document verification, outreach coordination, and exception routing working without manual intervention.
- Proven Performance Impact: Explore simulation results demonstrating:
- Onboarding Cycle Time: Reduced from 32 days to 14 days
- Document Review Failure Rate: Dropped from 50% down to 23.5%
- Annual Processing Costs: Decreased from $3.1M to $1.9M
- Governance & Monitoring: Learn how the Enterprise AI Control Center helps track cost-per-case savings ($18.6K saved) and catch escalations before they affect client experience.
Featured Speakers
- Michiel Pieters – Strategic Account Executive, Celonis
- Rashid Naveed – Senior Value Engineer, Celonis
Accelerate your onboarding cycle times and lower processing overhead with Enterprise AI. Secure your place for this session today to see how leading financial institutions are reimagining their client experience.