Onboarding Copilot Demo

Redefine Client Onboarding with Onboarding Copilot

The FS Xcelerator Onboarding Copilot is designed to transform how financial services firms manage client onboarding; bringing intelligence, automation, and compliance together in one streamlined experience.

Powered by Microsoft Dynamics 365 and Copilot, this solution enables your team to gather richer client data, accelerate qualification, and maintain regulatory standards with ease. Say goodbye to repetitive data entry and disconnected systems, and hello to a smarter, more personalised onboarding journey.

Whether you’re handling complex client profiles or ensuring every touchpoint meets compliance, Onboarding Copilot empowers your team to deliver exceptional service from the very first interaction.

Experience how advanced AI can optimise your client lifecycle management.

Watch the Onboarding Copilot demo to see it in action.