It’s In-Genie-ous: How CheckAlt is Accelerating Time-to-Market and Driving Efficiencies with Gen AI

Artificial Intelligence (AI) is reshaping how businesses operate, and at CheckAlt, we’re embracing its potential to empower people and enhance operational excellence. Building on the themes explored in our recent article about thoughtful AI adoption, we’re excited to share how this approach is guiding our next step: Genie—a generative AI tool designed to enhance operations, speed time-to-market, and redefine client experiences. 

Why AI Matters in Payments 

Generative AI (Gen AI) is transforming industries by automating tasks, streamlining operations, and delivering actionable insights. In the payments space, the stakes are even higher. Businesses require reliable, efficient tools that not only improve internal processes but also elevate end-user experiences.  

Genie aims to address these challenges head-on. By creating a centralized, intuitive AI-powered hub, Genie will transform how our teams—and, in the future, our clients—interact with information, making it easier, faster, and more efficient to find what they need, when they need it. Whether it’s empowering an associate during onboarding or enabling quick access to critical resources, Genie’s design focuses on removing friction and delivering immediate value. 

“At CheckAlt, our focus has always been on empowering our teams and our clients to operate smarter and more efficiently,” says Satish Thopte, Executive Director of Product and Technology. “Genie exemplifies our commitment to delivering solutions that address operational challenges, improve time-to-market, and elevate client experiences.” 

What Is Genie? 

Genie represents CheckAlt’s vision for leveraging AI to simplify complexity and enhance both operational workflows and client support. Designed with a scalable, mobile-first approach, Genie ensures that users can access critical insights and tools seamlessly—whether in the office or on the go. Its intuitive functionality allows users to locate key data or pinpoint specific moments in training videos effortlessly, eliminating time-consuming searches and reducing frustration. 

"Genie doesn’t just direct you to a resource—it pinpoints exactly what you need,” explains Satish. “From identifying the specific point in a training video to extracting key data buried in large files, Genie saves time and removes guesswork. This allows our teams to focus on high-impact work such as solving client challenges, enhancing workflows, and accelerating implementations.” 

One of Genie’s standout features is its ability to unify scattered resources into a single, actionable knowledge hub. By centralizing data in an AWS S3 bucket and leveraging AWS Gen-AI services with Retrieval Augmented Generation (RAG) capabilities, Genie delivers specific insights buried throughout hundreds of videos and documents. This enables teams to resolve client issues faster, speed up product development, and enhance operational decision-making.  

Another key feature, Role-Based Access Control (RBAC), ensures that sensitive information is accessible only to authorized individuals. This thoughtful safeguard prioritizes both security and usability, reinforcing CheckAlt’s commitment to responsible AI implementation. 

Currently in its pilot phase, Genie is already streamlining workflows and providing real-time insights internally. As it evolves, it will exemplify CheckAlt’s dedication to using AI to complement—not replace—human expertise, enabling more efficient and effective interactions. Here’s how we are harnessing AI’s potential to empower people and deliver value. 

How Genie Will Benefit Our Teams and Our Clients 

When fully implemented, Genie will provide tangible benefits across operations, including: 

• Accelerated Time-to-Market: By centralizing and extracting critical information, Genie enables implementation teams to move faster and more confidently through project milestones.   

• Enhanced Support: Automating routine inquiries and providing quicker, more accurate responses frees up time for teams to focus on more complex challenges. 

• Faster Onboarding: Developers gain instant access to the resources they need, reducing reliance on subject matter experts (SMEs) and expediting onboarding processes.  

• Improved Efficiency: By reducing the time spent searching for answers or solutions, Genie ensures our clients can dedicate more time to executing their primary mission. 

• Strategic Insights: Genie’s capabilities will empower teams to identify trends and opportunities, driving smarter decisions and innovation. 

Use Cases 

Genie’s versatility extends to multiple areas of CheckAlt’s operations, including: 

• Associate Onboarding: Centralized resources eliminate the need for associates to rely on SMEs, enabling faster onboarding and freeing SMEs for strategic work. 

• Implementation: AI-powered knowledge extraction expedites implementations by resolving common queries about product setups, payment schedules, and integrations. 

• Client Support: Genie empowers teams with quick access to FAQs and support resources, reducing response times and improving client satisfaction. 

• Product Development: Streamlined access to critical resources allows teams to focus on innovation and accelerate the rollout of new features. 

AI Security at the Forefront 

Security remains a critical focus for Genie’s development. With RBAC, Genie ensures that sensitive information is accessible only to authorized users. This thoughtful safeguard reinforces our dedication to building trust in AI-driven solutions, while enabling teams to work with confidence. 

What’s Next for Genie? 

Currently, Genie is in its first phase of internal testing, where we’re actively fine-tuning its functionality, measuring its impact, and addressing any challenges. This intentional pilot phase allows us to ensure Genie meets the highest standards of reliability and usability. Even at this early stage, Genie is already proving its value by streamlining workflows, saving time for our teams, and laying the foundation for future innovation. 

As we refine Genie, our goal is to introduce it to a select group of pilot clients in late Q2 2025. This phased rollout will allow us to gather feedback, further enhance its capabilities, and ensure it delivers meaningful value to our clients. By the end of the year, we aim to expand Genie’s availability to all clients and demonstrate how thoughtful AI adoption can transform operations and client support. 

This deliberate approach underscores our commitment to responsible innovation. Genie isn’t just about enhancing our AI capabilities—it’s about ensuring that every step we take aligns with our mission to empower teams, improve workflows, and create frictionless client experiences. Stay tuned as we continue to share updates and milestones on Genie’s journey. 

A Vision for the Future 

As we refine Genie, we see its potential to revolutionize operational efficiency, accelerate time-to-market, and enhance client support. By unifying resources, simplifying workflows, and delivering scalable, real-time solutions, Genie exemplifies CheckAlt’s commitment to thoughtful AI adoption.  

"Genie reflects CheckAlt’s commitment to leveraging Gen AI to solve real-world challenges,” adds Satish. “It’s about empowering teams with tools that save time, improve outcomes, and ultimately enhance how we serve our clients.” 

Stay Tuned 

Genie marks a significant milestone in our journey to thoughtfully integrate AI into payments and operations. Stay connected for updates on Genie as we continue to innovate and redefine what’s possible in driving efficiency and accelerating time-to-market.  

Want to learn more about CheckAlt’s approach to responsible AI? Read or listen to our latest article, “AI in Payments: Insights from CheckAlt COO Patrick Law”. For updates on Genie and other innovations, follow us LinkedIn and subscribe to CheckAlt Connect, our monthly email newsletter.