AI onboarding copilot
Not client work. Northbridge, the brokerage in the demo, is a fictional brand.
The problem
Opening an account here is a long application: account type, identity, address and ID, work and income, an optional beneficiary, and an investment profile. The prototype explores what happens when that form becomes a guided conversation, and a person still has to review it before anything is submitted.
The approach
Nora, the copilot, talks on one side. The application fills in on the other. The demo takes suggested replies only. Each filled field is marked with its source — the chat, an inference, an ID, a pay stub, or a secure entry — and a confidence score when the copilot supplied it. A low-confidence value is flagged for the person to confirm or edit. A few terms, including Know Your Customer and suitability, open a plain-language note labeled not financial advice. Nothing is submitted until a person reviews it.
What the demo shows
Fictional data, and the page says so. You pick an account type. Nora fills the application from the conversation and from two documents, a driver's license and a pay stub, with a confidence score on each extracted field. The license expiration is shown at 71% because of glare and held for you to confirm or edit. The Social Security number goes into a masked field and is not repeated in the conversation. The submit button stays off until that flag is resolved and the attestation is checked.