Case · Professional services
Financial advisory firm: 40% faster document processing
Complex regulation, lots of documents and time-consuming compliance checks and reports.
- Name withheld on request
- AI automation
40%
faster document processing
95%
accuracy in compliance checks
01 / The challenge
Where the work got stuck
Complex regulation, lots of documents and time-consuming compliance checks and reports.
01Client
Financial advisory firm. Name withheld on request.
02Sector
Professional services
03What we used
AI automation
02 / What we built
The solution
AI document processing and automated compliance checks, with an advisor who reviews.
The result
- 40% faster document processing
- 95% accuracy in compliance checks
03 / How we do this now
From first call to work that keeps running
This is how every project starts today. Yours too.
- 01
AI Quick Scan
Day 1
One day on site. We map the process in measurable steps: how long, how many people, how often. Within a week you get a business case and a roadmap.
- 02
Building within the partnership
From month 1
A fixed team builds the solution on your own systems. One process first, then the next. Package S, M or L sets how many processes run at once.
- 03
A human approves
Always
AI does the groundwork, an employee decides. Only when the quality is proven does the line move.
- 04
Measure and adjust
Every month
Every month you see what it delivers in hours and euros. So you know whether it works, and what the next process is.
Recognize this work? Then we'll run the numbers for you.
In the AI Quick Scan you see per opportunity what it delivers and what it costs. At least 2x back in the first year, or we don't start.
More cases from professional services
How we get started
01
Intro call
Fifteen minutes, no strings. Where does work get stuck and what do you want to achieve?
02
AI Quick Scan
One day on site. Within a week, a business case and a roadmap.
03
AI Partnership
A dedicated team that builds, trains and shows what it delivers every month.
160+ organizations · Sessions rated 9.3 · Based in Amsterdam