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Featured Case Study · AI Agents + RAG
Automating Document Processing for a Financial Services Firm
Financial Services · Document Intelligence · 3.5-week implementation
96%
Reduction in manual document review time
6h → 22min
Per-report processing time
3.5 wk
Total implementation time
The Challenge
A financial services firm was spending 6+ hours per analyst per day manually reviewing loan applications, extracting data from PDFs, and cross-referencing compliance checklists. The process was slow, error-prone, and blocking underwriting capacity — every hour spent on manual review was an hour not spent moving applications forward.
What We Built
- An AI document ingestion pipeline processing PDFs, scanned forms, and email attachments
- A RAG system over the firm's internal compliance guidelines for real-time rule lookups
- Multi-agent orchestration: a dedicated extractor agent, validator agent, and risk-scoring agent
- Structured JSON output feeding directly into their core banking system
- A human escalation queue for edge cases flagged by the system, so nothing risky gets auto-approved
The Result
Per-report review time dropped from roughly 6 hours to 22 minutes — a 96% reduction — while keeping a human in the loop for anything the system flags as uncertain. The full system was live in 3.5 weeks from kickoff.
AI Agents
RAG Systems
GPT-4o
LangGraph
Pinecone
FastAPI
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