Streamlining investment decision making

For a high-volume financial institution managing significant tax incentive programs, information collection for decision-making was inefficient and labor-intensive. We developed and integrated a specialized digital assistant with their existing platform to streamline the process.

Goodbye

to sifting through hundreds of documents per deal—spreadsheets, contracts, and surveys—that made decision-making slow and inconsistent. Manually extracting key insights took time and effort, creating bottlenecks in the process.

Hello

to Deal Assistant, which quickly finds and summarizes critical deal information exactly when it’s needed, allowing teams to focus on strategic decision-making instead of getting lost in paperwork.

 

Key capabilities

  • Automated document parsing – Extracts relevant data from contracts, spreadsheets, and forms.
  • AI-powered summarization – Surfaces the most important details in seconds.
  • Seamless integration – Works within existing deal platforms for a smooth workflow.