Case Studies / financial-services

Stories in financial-services

Explore how we have delivered results and value for our partners in the financial-services sector.

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financial-services

Secure Document Management Intranet on SharePoint Online

Compliance-critical files lived on unmanaged shared drives with zero version control, audit history, or access governance.

100%
Audit trail coverage
2wk
Deployment time
SharePoint Microsoft 365
financial-services

AI-Powered Document Processing Cutting Review Time by Half

A financial services firm processed hundreds of loan documents manually every day. We deployed Azure AI Document Intelligence integrated with Power Automate to extract, classify, and route documents automatically.

55%
Reduction in Review Time
98%
Extraction Accuracy
Azure AI Power Automate Document Intelligence
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