Results
- Onboarding, including sanctions screening, now completes in under 5 minutes.
- That clears the roughly 7-minute window past which prospects were about 50% more likely to churn.
- The brokerage runs this at about 10,000 new customers a month.
Introduction
This customer is a global online brokerage. Retail traders sign up, verify their identity, fund an account, and place their first trade, most from a phone in one sitting. Every new account clears sanctions and identity screening before it can transact.
Challenge
The first minutes decide whether a trader stays: the brokerage's own data showed anyone not onboarded within about seven minutes was far more likely to abandon the account. Sanctions and identity checks sat right in that window, so every delay cost accounts and lifetime revenue.
Solution
The brokerage moved onboarding onto the Bretton AI Platform. Identity, sanctions, watchlist, and politically-exposed-person checks now run in a single pass at signup, clearing new traders in under five minutes to a funded, ready-to-trade state with no manual queue behind them.
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