New AI-driven capability called Saphyre Aigent allows brokers and financial institutions to initiate onboarding directly through email—eliminating manual follow-ups and accelerating time-to-trade
HOBOKEN, N.J., June 10, 2025 /PRNewswire/ — Saphyre, the leading fintech platform for pre-trade and post-trade intelligent automation, today announced the launch of its AI Agent for Onboarding, a game-changing capability that allows brokers and clients to initiate full fund onboarding simply by sending an email.
With no portals, forms, or extra tools required, the AI Agent for Onboarding enables firms to meet their clients exactly where they are in their inbox. Clients of brokers can submit onboarding requests by emailing their required data points and documents. From there, Saphyre’s AI reads the message and attachments, intelligently parses the data, and automatically starts the onboarding process.
“The same emails your clients send today can now kick off a complete onboarding without any back-and-forth and manual rekeying or specialized formatting” said Stephen Roche, President and Co-Founder of Saphyre. “This is real operational efficiency, at scale.”
If any required data or documents are missing, Saphyre’s AI Agent for Onboarding follows up with a clean, automated request — asking only for what is needed. Once all information is collected, the system passes the request to the broker operations team for final review and approval. The onboarding is then seamlessly processed through their internal systems, via API integrations.
“We’ve eliminated the tedious steps that slow teams down,” Roche added. “Instead of chasing clients for missing information or copying data from emails into static forms, brokers can now focus on higher-value tasks — and get their clients to market faster.”
“This isn’t a chatbot or assistant. It’s a fully integrated AI capability designed to reduce onboarding timelines, eliminate inefficiencies, and improve client experience,” said Gabino Roche, CEO and Founder of Saphyre. “With our AI Agent for Onboarding, firms can operate smarter, move faster, and scale without sacrificing control.”
The AI Agent for Onboarding reflects Saphyre’s continued commitment to transforming operational processes through intelligent automation helping firms thrive in an increasingly fast-paced and regulated market.
About Saphyre
Saphyre is an AI-powered fintech company transforming pre-trade and post-trade processes for financial institutions worldwide. With patented technology that enables seamless data and document management across counterparties, Saphyre helps firms accelerate fund launches, reduce operational risk, and improve time-to-trade. Learn more at www.saphyre.com.
SOURCE Saphyre
