Financial Servicesautomation
American Advisors Group logo

Financial Services

Challenge

AAG needed to automate the process of indexing millions of pages of loan documents annually while maintaining compliance, security, and fast retrieval times. Their existing manual processes were slow, error-prone, and couldn't scale with business growth.

Approach

We designed and implemented a cloud-native document processing pipeline with intelligent indexing, automated OCR, and enterprise search capabilities. The solution prioritized throughput, reliability, and searchability while maintaining strict security and compliance requirements.

Solution

Built a scalable document indexing system on Azure using AI Document Intelligence for OCR, Azure Cognitive Search for intelligent retrieval, and Azure Functions for processing orchestration. Implemented automated quality checks, audit trails, and role-based access controls to meet regulatory requirements.

Results

  • Processing millions of loan document pages annually
  • Significantly improved document retrieval speed through intelligent search
  • Enhanced compliance with automated audit trails
  • Reduced manual processing errors
  • Scalable architecture supporting business growth

Technologies Used

Azure AI Document IntelligenceAzure Cognitive SearchAzure FunctionsAzure StorageOCR Processing

Let's Discuss Your Project

Interested in similar results for your organization? We'd love to discuss your challenges and explore how we can help.

Contact Us