Helping an Operations team Accelerate their productivity

Challenge: A global alternative asset manager specialising in private credit, real estate and hospitality, delivering on 60+ loan applications per day. All credit contracts need to be manually reviewed and verified by processing officers, including logging into 3rd party systems for client screening verification purposes.

Solution: Digital worker embeds itself into the existing workflow, leveraging AI (intelligent document extraction) and processing automation (RPA) tools to reconcile 60+ credit contracts, with integration back into the existing Loan management system (LMS) workflow for final processing.

Business Value

• 60+ credit contracts reviewed and verified on a daily basis
• time saved: equivalent of 1 full time knowledge worker
• ready to scale volumes with minimal impact on Opex
• data accuracy improvements, leading to better analytical reporting