KYC/AML Case Study | Finance Automation

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KYC/AML Compliance Automation

Automated identity verification, sanctions screening, and ongoing monitoring for financial services.

This Finance AI automation case study explores KYC/AML Compliance Automation. Tags: Finance, Document Processing, Workflow Automation, Integration, Make.com, Retool, OpenAI, AI Automation.

-85%

Verification Time

-60%

False Positives

100%

Compliance Coverage

Overview

A fintech company needed to scale customer onboarding while maintaining KYC/AML compliance. Manual verification was a bottleneck, and ongoing monitoring was inconsistent. The automation reduced verification time by 85%.

Challenges

1

Manual identity document review

2

High false positive rates on sanctions screening

3

No ongoing monitoring

4

Audit trail incomplete

5

Onboarding delays losing customers

What We Delivered

Automated ID verification with liveness detection

Real-time sanctions and PEP screening

AI-powered false positive reduction

Ongoing transaction monitoring

Complete audit trail with case management

Regulatory reporting automation

Tech Stack

Identity verification APIs, Sanctions databases, Make.com, Retool, PostgreSQL, OpenAI

Tags

FinanceDocument ProcessingWorkflow AutomationIntegrationMake.comRetoolOpenAIAI Automation

Results

-85%

Verification Time

-60%

False Positives

100%

Compliance Coverage

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