Loan / Policy Issuance steps by Clara

Clara revolutionizes issuance process steps with autonomous video AI agent, enhancing efficiency and reducing costs significantly.

Application Submission and Profiling

Initial KYC

Customer Profiling

Product Queries

Information retrieval in structured format

Document Collection

Validation and Customer Onboarding

Video KYC

Customer Onboarding for important terms

Query resolution

Customer Validation

Digital information storage

Assessment and Underwriting

Customer profiling

Financial Assessment

Credit History Analysis

Collateral Evaluation

Sanction Terms and Conditions

Post Sanction Communication

Welcome communication

Reconfirmation of for important terms

Any Query resolution

Loan document signing

e-mandate process

Loan Issuance

From Application to approval, during a single Clara driven session

Policy issuance

End to End with one autonomous interaction with Clara

Augmen Solutions