Swift Customer Onboarding Agent
For SAP

An intelligent AI partner that accelerates customer time-to-value, automating the entire onboarding workflow—from KYC, credit checks and compliance documentation to final account setup in SAP.

Frictionless Onboarding, Risk-Free

Swift Customer Onboarding Agent transforms complex, manual setup into a streamlined digital process, enabling faster account activation, improved data quality, and real-time adherence to internal compliance within your ERP.

Conversational Setup Initiation

Simply initiate an onboarding request in plain English (e.g., “Start the onboarding process for new corporate customer AlphaTech” or “Check the status of credit approval for the pending Omega Corp account”).

Automated KYC & Compliance

The agent interprets the request, automatically initiates the multi-stage workflow (Sales, Credit, Compliance), sends secure forms to the customer for self-service data entry (W-9, credit info), validates data against JDE Address Book rules, and notifies the next approver.

Customer Account Readiness

Your AI-driven workflows are ready to deploy, connecting seamlessly with SAP to eliminate data entry errors, accelerate credit and compliance approvals, and reduce the time required to turn a prospect into an active, transacting customer.

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