Financial services
Back-office automation for a UK financial services firm
Automated document intake, reconciliation and reporting across a 60-person operations team.
- −33%
- operating cost
- 51%
- faster processing
- −40%
- audit errors
Challenge
Client onboarding and monthly reconciliation ran on email, shared drives and four spreadsheets per analyst. Processing times varied widely and audit findings kept recurring.
What we built
We mapped each process end to end, built an intake pipeline with AI document extraction, automated the reconciliation rules and produced an audit log for every decision. The team moved from checking everything to checking exceptions.
Results
- operating cost
- −33%
- faster processing
- 51%
- audit errors
- −40%
Stack
- Client
- UK financial services firm
- Region
- United Kingdom
Talk to us about your stack
A 30-minute discovery call with our founder. We will tell you honestly whether an engagement makes sense and where the first return would come from.