Add essential apps
Simplify work with integrated bots and apps
How it works
- Izzy Bot collates entity data, documents, validated KYC and tax profiles, legal amendment letters regulatory data, and an account’s ready to trace status
- Using AI and RPA, the bot pulls the client, institution, and onboarding data and documents into a Symphony chat room where teams can collaborate
- The result is a streamlined, secure onboarding process reducing risk, processing time, and costs.
- Users require access to Symphony and IHS Markit Counterparty Manager: Onboarding Accelerator