Test Case Study - eClerx

1 min read

June 9, 2026

Test Case Study

KYC phase	AI agents deployed	Key capabilities	Cost saving
Data sourcing	Data Sourcing Agent + Doc Intelligence Agent	Automated ingestion from 650+ external sources; real-time digitization of 150+ document types	20%
Policy management	Policy Agent + Doc Gap Analysis Agent	Harmonizes policies across jurisdictions, eliminates redundancies, generates outstanding requirement summaries	15%
Outreach	Outreach Agent + Enrichment Agent	Policy-driven client communication with consistent language & tone; enriches profiles with pending data	7.5%
Screening and risk	Name Screening Agent + Media Screening Agent	70% reduction in name-screening false positives; 55% reduction in adverse media work effort	10%
Narrative and approval	Summary Agent + Quality Agent	Gen AI-powered EDD narrative drafting, automated QC, evidence packs, and MI analytics interface	2.5%

TESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTESTTEST

Client Institution	Deployment Progress
Top 10 Category 1 US Bank	40% Complete
Top 10 Category 1 US Bank	25% Complete
Top 10 Category 1 EU Bank	25% Complete
Top 5 Category 1 Canadian Bank	15% Complete
Largest US Broker Dealer	15% Complete
Largest US Asset Manager	40% Complete
Largest UK Asset Manager	40% Complete

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The presentations, videos, and other Investor Day materials have been prepared for informational purposes only. Certain statements contained in these materials may constitute forward-looking statements regarding eClerx's business outlook, growth strategy, market opportunities, client demand, operational priorities, technology and AI-led initiatives, investment plans and anticipated financial and operating performance.

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