Accelerating Onboarding and Reviews with Intelligent Document & Data Automation

Discover how a leading Australian bank accelerated onboarding and periodic reviews through intelligent, workflow-native automation.

Onboarding and periodic reviews continue to place growing strain on financial institutions. Client volumes are increasing and SLAs are tightening, yet a significant portion of analyst capacity is still consumed by repetitive, low-value workflow actions. These manual execution tasks slow progress, drive up operational cost, and constrain an institution’s ability to scale efficiently.

This case study explores how a leading Australian bank modernised its onboarding and review operations by introducing Fenergo’s AI-powered Autocompletion Agent. Embedded directly within existing lifecycle workflows, the solution automated thousands of routine actions that previously required manual execution, reducing friction across day-to-day operations.

The challenge was a familiar one. Analysts were required to complete large volumes of simple, task-level actions. Individually, these activities were low risk. Collectively, they created bottlenecks, operational drag, and reliance on linear headcount growth. Increasing throughput meant adding staff—an increasingly unsustainable model.

Fenergo’s Autocompletion Agent introduced intelligent, task-level automation directly into daily workflows. The agent identifies actions eligible for automated completion and executes them using configurable business logic, policy rules, and contextual validation. Tasks requiring judgment or exception handling are automatically routed to analysts, ensuring appropriate oversight and control at all times.

Delivered as part of Fenergo’s broader Intelligent Automation capabilities and supported by cloud-native infrastructure, the solution integrates seamlessly into existing workflows. It enables high-volume processing with consistent outcomes, predictable performance, and full auditability across onboarding and periodic reviews.

The impact extends beyond efficiency gains. By removing repetitive execution work, analysts are freed to focus on higher-value activities such as risk assessment and complex case analysis. Operational throughput improves without added complexity, costs become more predictable, and service levels are easier to maintain—even during periods of elevated volume.

Read the full case study to see how intelligent task automation is reshaping onboarding and review operations at scale.