Solutions / Client growth
Financial Services

Deeper relationships, at scale.

Agents automate onboarding, surface the next best offer, and keep client relationships warm — growing wallet share without growing the team.

Client desk · live
+22%
Cross-sell
−50%
Onboarding time
92%
Forecast accuracy
24/7
Client response
The challenge

Relationships scale slowly. Opportunities don’t wait.

Advisors can only stay close to so many clients, and cross-sell moments pass unnoticed while onboarding drags. KDigital’s agents automate the paperwork, watch for the right moment to reach out, and keep every relationship warm — all inside a governed, auditable trust layer built for regulated work.

What we automate

Growth work, automated.

Agents handle onboarding and outreach so advisors focus on advice.

Onboarding automation

KYC and paperwork handled, so clients start faster.

Next-best-offer

Surface cross-sell moments grounded in client data.

Relationship nudges

Proactive, timely outreach that keeps clients close.

Governed & auditable

Every action permissioned, logged, and compliant.

Powered by Kona CRM

Kona CRM for client teams

Unify client data, automate onboarding, and let agents surface the right offer at the right time — with governance regulated firms require.

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Grow wallet share with confidence.

See client-growth agents work inside a governed trust layer.

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At a glance

AI Agents for Financial Services

Candidate workflows for onboarding, servicing and relationship teams under compliance control.

What this covers

  • Support onboarding and document-collection workflows.
  • Surface next-best actions from approved policy and customer context.
  • Draft relationship communications within compliance controls.
  • Preserve access controls, approval gates and complete audit trails.