A mid-sized investment advisory firm was burdened by manual document intake, transcription delays, and frequent compliance risks. TechWish deployed a domain-specific Intelligent OCR solution that digitized and automated processing of financial reports, advisor notes, and investment forms. As a result, the firm saved $1.84M annually, cut processing time by 60%, reduced errors by 70%, and improved document search speed 5x—boosting client service and audit readiness.
Snapshot:
- Intelligent OCR engine for structured and unstructured financial documents
- 60% faster turnaround time across portfolio documentation workflows
- 70% reduction in manual transcription errors
- 5x faster access to archived financial reports
- Embedded feedback loop for continuous OCR accuracy improvement
