Automate Customer Onboarding Workflows

Extract and validate data from contracts, W9 forms, and identification records with Playmaker.

Why Customer Onboarding is Challenging

Entering client information manually creates delays in onboarding.

Incomplete or inaccurate documentation causes processing issues.

Managing various client records by hand leads to inconsistency.

Extracts critical data from contracts and ID forms.

Automates validation of client documents and W9 forms.

Ensures smooth onboarding by reducing errors and oversights.