A leading financial services institution with $450 billion in assets under management, serving over 2.8 million customers across wealth management, investment banking, and commercial lending divisions. With 18,000 employees across 340 branches in 42 states, the firm processes over 4.2 million documents annually for regulatory compliance, customer onboarding, loan origination, and investment advisory services. Facing increasing regulatory scrutiny from the SEC, FINRA, and state regulators, the firm's manual compliance processes became a significant operational bottleneck and regulatory risk.
| Metric | Before AI | After AI | Improvement |
|---|---|---|---|
| Compliance Review Time Compliance officers focus on complex exceptions rather than routine reviews |
6-8 days per review | 1.3 days per review | 78% reduction |
| Document Accuracy Near-elimination of regulatory violations from documentation errors |
89% accuracy rate | 99.2% accuracy rate | 92% fewer errors |
| Customer Onboarding Customer abandonment dropped to 2%, revenue increase of $12M annually |
5-7 days to open accounts | 4-6 hours to open accounts | 95% faster |
| Audit Preparation Continuous compliance readiness with instant audit response capability |
8-12 weeks preparation | 2 weeks preparation | 85% faster |
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