StreamlineID ✕StreamlineID ✕StreamlineID individualises how regulated enterprises engage their customers, brokers and back office — modern experiences and agentic AI, layered over the systems you already trust.
Registries, CRM, marketing, collaboration and cloud AI — connected, so individualised journeys reach production in weeks.
Representative of the platforms we integrate with — the full connected and extensible landscape is in the honeycomb below.
Your board wants individualised customer experiences and the productivity of AI. Your risk team can’t put the systems of record at risk. So you’re left with a bad choice: re-platform onto someone else’s stack and own the migration risk, or hire a global consultancy for a multi-year program — from a team that’s never touched your registry systems.
Modern experiences and agentic AI, built as a layer over the trusted core you already run. The system of record never moves — so you ship in weeks, and your risk team has nothing to fear.
Agentic processes take manual work off operations — lower cost-to-serve, fewer errors.
Channel portals built for how brokers and advisers actually sell.
Member portals built for the individual, not the average.
Day-to-day individualised experiences for customers and members, connected to the core they rely on.
Dedicated portals for the planners, brokers and advisers who distribute for you — built around how they work.
Agents that personalise journeys while automating the manual work behind them — including OCR for straight-through processing.
Frontier AI on AWS Bedrock with your data onshore — model-agnostic, no lock-in.
The right iPaaS backbone for a regulated environment — webMethods, MuleSoft — so everything connects cleanly.
We’ll map one journey onto your existing systems.
Same job, two completely different ways. The blunt, one-size-fits-all way, and the precise, individualised way we do it. We are always the second.
Built on integrations we already hold — Garradin, GBST and Composer — so journeys reach production in weeks, not quarters.
Every engagement starts from a business case and tracks value against it — without Big-Four price tags, no stranded pilots.
Layer-not-replace, strong auth, governed AI, AU data residency and software escrow — built for APRA, AUSTRAC and the Privacy Act.
Your data stays onshore.
SMS / OTP and multi-factor across portals.
Secure, auditable connections via the Model Context Protocol.
Business-critical software protected, whatever happens to any vendor.
A single source of truth you control — no lock-in to our stack, models or any vendor.
Mapped to APRA CPS 230, AUSTRAC AML/CTF and the Privacy Act.
“Built for,” never “endorsed by.”
We go deepest where the registry and administration systems matter most. We also help accounting firms deploy data-resident AI and agents — and we extend across regulated financial services, payments and beyond.
08 — Proof & outcomes
Case study — Perpetual Investments · Digital onboarding & workflow visibility
"StreamlineID understood our environment from day one. They delivered something the business could actually use and they did it without disrupting the systems we depend on."
Perpetual's existing onboarding forms were functional but dated — manual, paper-heavy processes that slowed time-to-completion and created friction at the point of sale, with any fix needing to work around existing registry infrastructure rather than replace it.
A modern, digital forms experience layered directly over Perpetual's existing systems — no rip-and-replace, no migration risk — alongside workflow management giving full visibility over applications in flight, from client submission through to back-office processing.
Planners spend less time on paperwork and more time with clients. The operations team has a single view of every application from lodgement to completion, with a capability that scales with inflows without adding headcount or touching the core.
Our agentic AI capability — taking proofs-of-concept all the way to production AI that stands up to scrutiny. From PoC to production, governed and audit-ready.
Explore StreamlineID.AiBook a discovery call and we’ll map one individualised journey — customer, channel or back office — onto your existing systems, with a business case attached.