Artificial Intelligence
Comprehensive automation for a financial consulting firm.
A solution that generates and distributes the monthly reports of more than 1,000 clients with minimal human supervision.
Talk to an expertThe needs
Two employees generated reports manually for a list of more than 1,000 clients. The process could take up to five minutes per client, which made it impossible to produce every report each month.
The firm wanted to reinvest that time in strategy and advice for its clients.
Our approach
- Detailed audit of the existing process
- Breakdown into sub-steps
- Tool and resource analysis
- DevOps approach and continuous integration
- Regular communication with the client
The project
Automation was enough to solve the problem. Adding artificial intelligence would have represented an unnecessary cost for the client.
Using Selenium and optical character recognition (OCR), the solution retrieves the information, generates the report and deposits it in the corresponding client portal.
The outcomes
- Increased productivity
- Enhanced customer satisfaction
- Significant error reduction
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