Wipro GenAI Investor Onboarding
Wipro Ltd · HR & Talent
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 9 captures on record
What the publisher says
As described on Microsoft Marketplace.
Background:
Investor onboarding is the process of getting a new customer
Show the rest of the publisher’s description (37 more lines)
or investor started on your investment platform. This an important event for
the bank as it’s the client’s first impression of the firm and will contribute
towards a fruitful, long-term client relationship. The traditional investor
onboarding process is typically slow and inefficient.
This leads to two major issues:
- Increased investor churn, where the investor drops
out of the onboarding process altogether.
- Massive delays in onboarding, which leads to
missed investment opportunities and profits.
Wipro’s Solution:
Considering the above scenario, Wipro has built a solution that
is a Microsoft Azure OpenAI powered virtual assistant for investor onboarding that can
be seamlessly integrated with the bank’s websites and mobile app. The virtual assistant offers a vastly improved customer
experience and provides a significant improvement in operational efficiency for
the bank.
The solution leverages the power of Microsoft Azure OpenAI for facilitating
conversations with the users related to the bank’s investments and products. It
uses the existing, available enterprise data to help provide relevant results
to customer’s queries.
Additionally, it provides quick resolution of FAQ related and
can also connect with external systems to bring additional information about
customer. This can then be used to assist the bank’s decision-making systems. The bot provides highly contextual
customer experience leading to improved customer satisfaction and automated
validation of the documents reduces onboarding time.
Key features of Wipro GenAI Investor Onboarding:
- Ability
to handle conversations across different topics with human like responses
- Answering
product specific questions by scanning the current enterprise data
- Mimic
standard investor onboarding process. Asks for relevant details and documents
- Validates
documents submitted by the customer using Microsoft Azure Form recognizer
- Registers
the user’s interest in making an investment in the database, pending successful
validation
For more details, please contact DL-AzureAILeads@wipro.com
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- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
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Vendor
External enrichment · as of 2026-08-29
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