Wipro GenAI Investor Onboarding

Autor: Wipro Ltd

An Azure OpenAI based virtual assistant to simplify the onboarding process for new investors.


Investor onboarding is the process of getting a new customer or investor started on your investment platform. This an important event for the bank as it’s the client’s first impression of the firm and will contribute towards a fruitful, long-term client relationship. The traditional investor onboarding process is typically slow and inefficient.

This leads to two major issues:

  • Increased investor churn, where the investor drops out of the onboarding process altogether.
  • Massive delays in onboarding, which leads to missed investment opportunities and profits.
Wipro’s Solution:

Considering the above scenario, Wipro has built a solution that is a Microsoft Azure OpenAI powered virtual assistant for investor onboarding that can be seamlessly integrated with the bank’s websites and mobile app. The virtual assistant offers a vastly improved customer experience and provides a significant improvement in operational efficiency for the bank.

The solution leverages the power of Microsoft Azure OpenAI for facilitating conversations with the users related to the bank’s investments and products. It uses the existing, available enterprise data to help provide relevant results to customer’s queries.

Additionally, it provides quick resolution of FAQ related and can also connect with external systems to bring additional information about customer. This can then be used to assist the bank’s decision-making systems. The bot provides highly contextual customer experience leading to improved customer satisfaction and automated validation of the documents reduces onboarding time.

Key features of Wipro GenAI Investor Onboarding:

  • Ability to handle conversations across different topics with human like responses
  • Answering product specific questions by scanning the current enterprise data
  • Mimic standard investor onboarding process. Asks for relevant details and documents
  • Validates documents submitted by the customer using Microsoft Azure Form recognizer
  • Registers the user’s interest in making an investment in the database, pending successful validation

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