AI solutions for financial services
Accounting, insurance and lending share the same weight: too many documents, manual transcription, and a process that has to stay auditable.
Onde se perde tempo em financial services
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01
Onboarding buried in paperwork
A new client brings a dozen documents, all checked and transcribed by hand before the case can move forward.
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02
Manual transcription of documents
Invoices, receipts, statements and declarations read line by line, with the human error that implies.
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03
The same questions, every month
Deadlines, missing documents, case status. Repeated answers that consume the people who should be analysing.
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04
Compliance that demands a trail
Every step has to be recorded and defensible. Done by hand, the record is the first thing to slip.
O que construímos para resolver isto
Document extraction
Invoices, receipts and statements read automatically, with validation and flagging of whatever needs human eyes.
Client assistant
Answers deadlines, missing documents and case status with live information from your system.
Processes with an audit trail
Every automated step is recorded: who, when, with what data and with what outcome.
Portfolio indicators
Volume, turnaround times and outstanding items by client and by manager, with no manual close.
A client onboarding
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1
Twelve documents arrive, some as PDFs, others photographed on a phone.
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2
The system extracts the data, checks it for consistency and flags two that are illegible.
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3
It asks the client for those two only, rather than sending them back to start again.
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4
The case is ready for review the same day, with a complete record of every step.
Our solutions handle documentary and administrative processes. They do not provide financial advice and do not make credit, risk or investment decisions — those remain with the people qualified and accountable for them.
Choose the right starting point for your company
Every Smartize project is unique. The packages below represent different levels of complexity and customization.
Smart Launch
For small businesses starting their AI journey.
- Business analysis
- Custom AI solution
- 1-2 automated processes
- Basic integrations
- Initial training
- Post-implementation support
Every Smartize project is built from scratch. The prices shown represent different levels of complexity and customization.
Quanto tempo é que a sua operação em financial services perde por semana?
Em 30 minutos mostramos onde a IA pode gerar mais valor no seu caso concreto. Sem compromisso.