Aclaim

Agentic Client Lifecycle Management

Aclaim is a governed workflow and decision layer that collects, validates, routes, monitors and evidences counterparty information across the whole client relationship, then keeps it current for as long as the relationship lasts.

Aclaim is a governed workflow and decision layer that collects, validates, routes, monitors and evidences counterparty information

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Guided KYC & KYB Onboarding

Configurable journeys with evidence requirements that adpat to relationship type, jurisdictions, risk tier, product and channel. Counterparties submit once, through one secure portal.

Document Intelligence & Readiness Checks

Files are classified, structured and versioned, then checked before a reviewer ever opens the case: presence (everything required is there), validity (expiry, dates, scope, status) and consistency (entity name, registration, ownership and signatories match across documents and declared data).

Rules, Routing & Decision Governance

Risk-based requirement sets, case queues, maker-checker controls, approval authority, SLA tracking and escalation.

Perpetual KYC

Event-driven refreshes replace periodic re-papering, requesting only what has changed.

Audit-Ready Evidence

Every request, check, exception, reason and approval stays traceable on demand.

exellens AI Assistant

Ask about cases, blockers, expiries, exceptions and workload in plain language, answered from approved data and inside role-based access controls.

How it works

Capture - A guided application and secure portal collect only what each profile actually requires

Validate - Checks confirm evidence is present, valid, in date and internally consistent.

Route & decide - Rules set the queue, owner and authority; authorised users approve or reject.

Monitor & refresh - Risk-based reviews and event-driven refreshes keep every record current.

Key Advantages

Role-based AI Assistant

Powered by exelLens. Analyst summarise cases, explain blockers and draft follow-ups. A customer-facing guide answers onboarding and refresh questions, within strict role and permission boundaries.

Self-auditing decision layer

Every AI output is checked against source evidence, configured policy and confidence thresholds. Low-confidence results go to a named person, never silently forward.

First-class audit log

An append-only record links source evidence, policy and rule versions, risk drivers, human rationale, approvals and closure.

Commercial-ready output

Validated KYC, ownership, authority, financial and compliance evidence becomes a structured Credit Pack for Finance, Credit, Procurement and Operations.

Aivvah - Agentic AI Platform

exellens - Agentic Enterprise Intelligence Assistant

99%

OCR Accuracy*

70%

Faster Onboarding

100%

Asset Visibility

*Performance may vary depending on data quality, deployment environment and configuration. Reported results are based on defined sample datasets

KYC that’s keeps up. With your business

Modern AI. Trusted decisions. Happier Customers. Less friction for your team.

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Exelixi is inspired by the Greek word “ἐξέλιξις,” meaning evolution and progression. We help businesses advance through AI-driven transformation into smarter, future-ready enterprises.

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