Tarification

Streamline your KYC process with Middesk and AI

Swiftask connects your AI agents to Middesk data to automate your KYC checks. Validate new clients in record time.

Resultat:

Reduce onboarding friction while maintaining rigorous compliance standards.

Manual verification slows down your growth

Manual KYC is a major bottleneck for B2B companies. Between collecting documents, checking registers, and analyzing risks, your teams lose valuable time.

Les principaux impacts négatifs :

Prolonged onboarding times: Manual processes delay account activation, directly impacting your revenue.
Risk of human error: Repetitive data entry and verification increase the likelihood of omissions or compliance errors.
Poor customer experience: A slow and cumbersome process discourages prospects and hurts your brand image.

Swiftask orchestrates the integration with Middesk to automate compliance data retrieval and analysis. Your AI agents process files as soon as they are submitted.

AVANT / APRÈS

Ce qui change avec Swiftask

The traditional workflow

A prospect submits their info. Your team must manually query databases, cross-reference information, and validate the file in a separate tool. This takes hours or days.

The Swiftask + Middesk approach

As soon as a prospect signs up, the AI agent automatically queries Middesk. It analyzes the results, assesses the risk level against your criteria, and validates the file instantly.

Setting up your automated KYC in 4 steps

ÉTAPE 1 : Define compliance rules

Configure your Swiftask agent with your risk requirements and specific validation criteria.

ÉTAPE 2 : Connect to Middesk API

Link your Middesk account to Swiftask to allow the agent to access verification data in real-time.

ÉTAPE 3 : Automate the trigger

Configure the workflow to launch automatically upon receiving a new lead or form submission.

ÉTAPE 4 : Validation and monitoring

The agent processes the data. You supervise final validations in the Swiftask dashboard.

AI agent capabilities for KYC

The agent analyzes Middesk data (company status, officers, compliance) to make informed decisions.

Connecteur cible : L'agent exécute les bonnes actions dans middesk selon le contexte de l'événement.
Actions automatisées : Automatic entity verification, risk scoring, CRM status updates, alerts for anomalies.
Gouvernance native : Every agent decision is documented to ensure a clear audit trail for compliance reviews.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-middesk@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Benefits of automation

1. Massive productivity gains

Free your teams from repetitive verification tasks.

2. Instant decisions

Reduce customer wait times from days to seconds.

3. Constant compliance

Apply your verification rules consistently to every file.

4. Increased scalability

Handle large volumes of files without increasing headcount.

5. Simplified auditing

Centralize all data and decisions in one interface.

Security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations middesk.

Data encryption: All sensitive data transitioning between Middesk and Swiftask is encrypted.
GDPR/SOC2 compliance: We adhere to the strictest standards for personal data processing.
Granular control: You maintain control over access rights and agent permissions.
Full audit trail: Detailed history of every action for your compliance reports.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Operational impact

Métrique	Avant	Après
Processing time	2-5 business days	Under 2 minutes
Cost per check	High (human time)	Minimal (automated)
Error rate	Variable	Close to 0%
Processing capacity	Limited by headcount	Unlimited

Passez à l'action avec middesk

Reduce onboarding friction while maintaining rigorous compliance standards.

Optimisez vos recherches d'entreprises avec Middesk et Swiftask

Cas d'usage suivant.