TrombaAI for Onboarding TotalAgility SaaS
TrombaAI for Onboarding TotalAgility SaaS Overview
Features
TrombaAI provides all the benefits and eliminates risks associated with Automation projects. With TrombaAI, the entry cost is low and remains low. TrombaAI is a framework of scalable and customizable automation intelligence technologies. The framework provides a unique combination of mobile access, multi-channel document capture and data extraction, workflow automation with intelligent ruled-based optimization, and integration capabilities with analytics.
Our TrombaAI solution is SOC 2 Type II certified.
TrombaAI for Onboarding
Onboarding can be the most critical process in your client lifecycle. Onboarding establishes the first impression that may dictate the rest of your relationship with your customer. The ease and effectiveness of your Onboarding process could determine whether a relationship even begins. TrombaAI for Onboarding provides customers the same mobile, ease of use, and real-time experience from popular online retail and social platforms.TrombaAI empowers users with self-service, easy-to-use portals. TrombaAI frees your personnel to focus on more essential tasks while enhancing customer engagement and satisfaction, allowing your customers to connect with you anytime, anywhere, and through a multitude of channels and devices.
TrombaAI Building Blocks
- Cloud Solution: TrombaAI is built entirely on the Azure cloud using Azure's advanced security and threat monitoring capabilities. Meet your security and compliance requirements with TrombaAI today!
- Automated Intelligence Document Processing (AIDP): Automated Intelligent Document Processing using automation technologies to intelligently automate the acquisition, understanding, and integration of all types of information across an organization, especially unstructured data in documents and emails.
- Robotic Process Automation (RPA): TrombaAI uses Tungsten RPA to automate various Connectors, such as OpenAI, Salesforce, various cloud databases, and many other cloud resources. This provides advanced Generative AI capabilities to extend automation beyond your data and documents.
- Workflow: TrombaAI provides the capabilities to create any digital workflow, business process, and dynamic case management. It's not just manual steps or queues. It could use processes that are entirely automated, or you could use the right balance of automation, approval, and validation steps to create the optimal digital workflow processes.
- Enterprise Content Management: TrombaAI offers a robust Enterprise Content Management (ECM) repository that empowers both you and your customers to search for and retrieve documents securely. Our web-based Document Repository is a comprehensive solution that manages various content types. With native iOS and Android apps, you can enjoy full mobility support. Additionally, the Repository seamlessly integrates with DocuSign, Tungsten SignDoc, and HelloSign for digital signature capabilities. It also supports Office 365 integration for redlining and facilitates simultaneous document collaboration.
- Self-Service Portals: TrombaAI has the ability to create internal and external user portals. Your customers and employees can easily and quickly interact with processes, documents, forms, and statuses and help resolve real-time issues.
- Generative AI (GenAI): TrombaAI utilizes Generative AI to empower our users' System of Records (SoR). You can use your data to automatically derive information that pertains to documents, information assets, and processes but doesn't exist in them. Generative AI uses data in your SoR to find more information about your documents, information assets, and processes. Then, it applies the generated data to documents and processes.
- Retrieval-Augmented Generation (RAG): TrombaAI can combine data retrieval from your System of Records (SoR) with external knowledge bases such as large language models (LLMs), reducing hallucinations and ensuring the retrieval of the most accurate and up-to-date information. It can also give users insight into LLM's generative results that are specific to work items and processes.
Benefits
Increase Operation Efficiency, Quality, and Visibility while Reducing Costs
TrombaAI employs automation and customer self-service to eliminate time-consuming, error-prone manual processes. Enable your operations and customer care managers to make faster, better-informed decisions through tailored reporting and analytics.
Accelerate your Onboarding Process while Engaging Your Customers
TrombaAI, being a cloud automation solution, provides your customers mobile access across all devices and channels. TrombaAI can provide automated personal follow-up communication and other customizable features to solidify customer loyalty. TrombaAI facilitates doing business with you is easy and assures customer satisfaction.
Mitigate Risks and Ensure Compliance
TrombaAI can integrate with third-party services to execute identity verification, Know Your Customer (KYC), anti-money laundering, fraud prevention, integration with the USPS postal address, and other regulatory compliance checks. TrombaAI can detect counterfeit documents, signature forgery, content alteration, duplicate presentment, CAR/LAR mismatch, and payee match discrepancies. Reliable Intelligent Automation helps you make sure that nothing "falls through the cracks," "enters a black hole," or the proverbial "not my job" can.
