Your own process
Not on the list? We set up your process.
Your steps, your rules and your sign-offs, configured on the same platform as everything else, with the same sources, records and controls. You own the workflow. We run it.
New client onboarding
Your process, configured on Lynctera
Where it stands
- Onboarding documents received and read.Step 1, done
- Identity and sanctions checks complete.Step 2, done
- Risk rating drafted from both.Step 3, drafted
- The AI's reading: a medium risk rating, with the reasons attached.
Your way of working, written down once and run the same way every time.
- Configured, not codedSteps, rules and approval points are set up as configuration, so changing them is not a project.
- AI steps and people steps togetherAI does the reading and drafting. Your people make the calls at the points you choose.
- Progress you can seeWhich step is running, which approval is waiting, and what is done, without asking anyone.
- Owned by your firmThe process belongs to the firm, not to the person who built the spreadsheet workaround.
The same controls on every workflow, yours included.
- Every step loggedWhat each AI and human step did, with its inputs, outputs and who approved it.
- VersionedYou can see exactly which version of the process ran on any piece of work.
- A person signs offLynctera drafts, flags and checks. Your people decide, and every decision is on the record.
Common questions.
Do we need developers to set it up?
No. Steps, rules and approval points are set up as configuration, so changing them is not a project.
Where do our people come in?
At the points you choose. AI does the reading and drafting, and your people make the calls.
Who owns the process?
Your firm does. You own the workflow and we run it, so it no longer depends on the person who built the spreadsheet workaround.
Does it get the same controls as everything else?
Yes. The same sources, records and controls as every other workflow on Lynctera, with every step and decision on the record.
What will it cost?
Describe the work and who signs it off. We will show you what it looks like set up on Lynctera, and what it would cost to run.
More of what you get back.
Everything on your plate
Requests, promises and deadlines from your inbox, and the replies you are still waiting for.
What was agreed
Answers from your own email and documents, with the source.
Briefed before every meeting
Any company, supplier or counterparty researched from its own site and public sources, every point cited.
Exceptions, already checked
Breaks and mismatches found, with the likely cause attached.
Documents read, drafts written
Contracts checked against your rules. Replies and questionnaires drafted from your past work.
Decisions without the meeting
The committee votes independently on the same pack. You meet only on the disagreements.
Tell us about your process.
Describe the work and who signs it off. We will show you what it looks like set up on Lynctera, and what it would cost to run.