Microsoft, Northern Trust expand AI collaboration to streamline client onboarding
NTRS•Microsoft and Northern Trust deployed a jointly developed AI onboarding agent for Front Office Solutions on Nov. 9, 2026. It reduced historical transaction data preparation time by 83%, from two and a half weeks to three days, and achieved a 96.5% first-pass F1 score.
1. Onboarding agent deployed
Microsoft and Northern Trust expanded their AI collaboration by deploying a client onboarding agent for Front Office Solutions. The jointly developed agent standardizes historical transaction data, cutting preparation time by 83%, from two and a half weeks to three days.
2. Human oversight retained
The agent achieved a 96.5% first-pass F1 score, a measure combining precision and recall. Built on Azure, it retains human oversight throughout onboarding, while Northern Trust maintains control of client data.
