Onboarding
The Intelligence Center, OnboardingSep 01, 2026Updated Oct 26, 2026
How to automate KYB onboarding in 8 steps
A step-by-step guide to automating KYB onboarding: map the workflow, route cases by risk, and combine rules, AI agents, and human review so straightforward cases move faster.
Point of View, OnboardingJul 13, 2026
Beyond the first AI breakthrough: How Brex makes onboarding decisions in minutes with an evolving agentic team
What happens after the first AI win? Brex’s Flora Zhang explains how she runs AI-driven onboarding: with proper guardrails, high quality data, and human expertise.
OnboardingJul 02, 2026
The building blocks of an AI-driven onboarding strategy
Discover where agentic AI makes a difference in onboarding, and the building blocks that make AI-driven decisions reliable, governable, and successful.
Point of View, OnboardingFeb 11, 2026
AI upskilling: Yuliya Kazakevich on how to activate AI’s three core layers in KYB decisions
Financial services leader Yuliya Kazakevich breaks down AI for customer onboarding—and how to expand your team's capacity with AI upskilling.
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