Use Cases

BizAI is production-proven amongst Fortune 500 customers in highly regulated industries.

Fisent turns unstructured enterprise content into automated outcomes. BizAI is an Agentic AI software solution that reliably understands and processes any content within complex enterprise workflows. 

Power of Attorney (POA) Document Processing Automation

Processing Power of Attorney (POA) documents is one of the most complex and error-prone administrative tasks in wealth management.

Fisent BizAI – Wealth Account Transfer Demo Video

Fisent BizAI automates wealth account transfers by analyzing, validating, and extracting data from unstructured statements.

External Statement Ingestion/Automated Account Transfer Processing

When onboarding a new client, advisors must manually review external brokerage statements, map the current holdings to available products/assets, and then re-enter all of the client’s holdings into internal systems.

Customer Data Ingestion & Core Systems Integration

After acquiring CIBC FirstCaribbean customers, Aruba Bank faced a surge of paper-based files, loan, and collateral documents.

Additional Use Cases