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I'll cover what we've learned in the field from our roughly 2 years of working with agents, the misguided approaches of CTOs, CEOs and CIOs, and how you can successfully position agents within your workflows.

Imagine that all processes from onboarding to landing, from landing to PF registration, from settlement to periodic control, and even the creation of risk charts are done by agents, and that there are competent humans at control points for all these processes.

Upsonic's comprehensive Onboarding Agent, which transforms the entire corporate customer verification workflow through intelligent automation. The solution provides "Compliance You Can Prove" capabilities by automatically processing tax, registry, identity, and notarization documents while extracting UBO structures and signatory authorities including scope and duration limitations.