Today’s leaders, especially in highly regulated industries face a daunting reality: complex onboarding, fragmented data, and ever-evolving compliance standards. Intellifold delivers full process transparency solutions so you can cut onboarding times by up to 40%, eliminate hidden inefficiencies, and reduce compliance risks—all powered by Process Mining & AI.
High compliance costs, process inefficiencies and customer drop-offs plague many onboarding processes. Data might be scattered across systems and different teams involved work too much in isolation.
Traditional BI dashboards and standard reports are incomplete and don’t reveal the root-causes for process bottlenecks and risks leaving you with blind spots, missed steps, and mounting compliance pressure. And when approval processes stall or ID checks slip through the cracks, your team wastes time, customers lose patience, and regulators see red flags.
The result? High costs, poor customer satisfaction, and regulatory pressure. When KYC or AML checks slip, you face reputational and financial risks.
Traditional BI tools only scratch the surface, failing to reveal the root causes of inefficiencies and non-compliance, and they do not support improvement actions and continuous monitoring.
Fragmented and complex data across systems creates blind spots, making it impossible to track cross-departmental processes effectively, or to clearly measure the impact of improvement initiatives.
Unaddressed process bottlenecks and control failures lead to significant operational risks, rework, unnecessary costs, and lost revenue.
Intellifold combines Process Mining & AI technology to automatically map every step of your onboarding process—showing you precisely where delays happen, when steps are missing, and how you can streamline compliance and reporting. Real-time alerts highlight issues before they escalate, and predictive analytics help you stay one step ahead of potential bottlenecks and unwanted process outcomes.
Key capabilities:
- Full Process Transparency: Visualize every handoff, missed step, and rework in real-time.
- Automated Compliance Reporting: Track KYC and AML activities end-to-end, spot non-compliant steps, and produce audit-ready logs.
- Machine Learning & AI: Identify root causes behind inefficiencies and forecast where delays or risks may arise.
- Automation Support: The start for effectively applying RPA, low-code solutions, and AI agents. Including impact measurement.
- Seamless Integration: Connect quickly to most commons systems or data warehouse solutions. Deploy on MS Azure or in your own cloud.
- Beyond BI Dashboards: We dig deeper than Power BI or Tableau to expose root-cause inefficiencies that traditional dashboards miss.
- Product Flexibility: Fully customizable dashboards, analytics, and deployment options. Analytics can be executed directly within the solution or pushed back to the underlying database. Deployment in Intellifold cloud or private cloud environment.
- End-to-End Service: Unlike point-solution vendors, we provide the software, consultancy, training, and ongoing support in a single integrated package. This ensures a quick return on investment and the best use of advanced technology.
- 90-Day Transformation: Achieve full transparency, start tackling key bottlenecks, and improve compliance within 90 days—or we’ll work with you for free until you do.
- Expert Guidance & Training: Your team quickly gains confidence through hands-on training and continuous improvement support.
- Security & Compliance: We’re SOC2-aligned and follow rigorous data governance and security protocols. See our Trust Center for details.
- Reduced Drop-Off Rates: Give customers a smoother, more satisfying onboarding experience.
- Up to 40% Faster Onboarding: End process delays and reduce manual tasks.
- Stronger ROI: Minimize rework and optimize resource allocation with real-time process insights.
- Improved Compliance: Automated checks help you avoid regulatory penalties and reputation damage.
- Future-Proof Scalability: Our AI-driven solutions adapt easily to other business processes if you choose to expand.
Full transparency
across business processes with clear insights to optimise execution
Risks are minimized
across business processes with clear insights to optimize execution
Bottlenecks and rework actioned,
and automation applied effectively
Cost-saving opportunities
are identified and tracked for sustainable financial gains
Teams feel confident
and equipped to drive meaningful, measurable change
Real-time & predictive insights
enable proactive decision-making
“We already have BI tools—why add Process Mining?”
Process Mining goes beyond visualization to uncover root causes of inefficiencies that dashboards simply can’t.
“Is this compatible with our existing ERP/CRM/Workflow?”
Yes! We seamlessly integrate with common systems like SAP, Oracle, MS Dynamics, data warehouses and many more.
“Will our team struggle to adopt this?”
Our hands-on training and continuous support ensure quick, confident adoption. This is a priority for us.
“What about data security?”
We partner with leading cloud providers, offer on-prem or private cloud deployment, and follow strict compliance controls (SOC2).
While Intellifold solutions brings extraordinary value to organisations with complex, high-volume, and data-rich processes, there are times when our technology might not be the perfect fit:
- No Digital Footprint: If your process isn’t supported by systems that capture event data, we won’t be able to mine or analyze workflows effectively.
- Insufficient Volume: Our insights rely on patterns in enough transactions or complex steps to identify significant inefficiencies.
- Limited Buy-In for Change: Real transformation requires stakeholder support and organisational readiness to act on the insights we provide.
If these conditions apply, you may not see the full benefits of Process Mining & AI.
For everyone else and with the right commitments, we guarantee improvements within 90 days.
- Discover & Assess: We tailor a solution and roadmap around your unique processes, compliance needs, and technical environment.
- Seamless Setup & Integration: Our experts connect Intellifold to your ERP, CRM, workflow source systems, offering real-time insights.
- Ongoing Support & Improvement: Expect continuous monitoring, consultancy, and training so you see and sustain real results.
- Our Guarantee: Full process transparency, and the first elimination of bottlenecks or improvements in compliance —or we keep working at no additional cost. We want to make this work for you!
- Hands-On Partnership: From strategy workshops to tailored training, we’re with you every step of the way.
- Security Assurance: We meet rigorous data protection standards, and if any issue arises, we resolve it fast at no cost.
Tailored Solution and Roadmap
a custom plan to meet your compliance and efficiency goals
Implementation and Integration
expert-led deployment and seamless integration with your existing systems
Training and Enablement
comprehensive, hands-on training to empower your team
Dedicated Support Services
pro-active monitoring, consultancy, and updates for sustainable success
Book a 30-Minute Call to explore your specific use case or see a detailed demo. Discover how we can slash onboarding times, reduce compliance risks, automate processes and reporting, and free your teams from manual rework—starting today.
Intellifold — Your partner in Process Mining & AI for efficient and compliant processes
