AutomationX On-Demand

Processing your case documents in Wealth Management


In this expert-led demo, you’ll learn how wealth management leaders use our Intelligent Document Processing [IDP] solution to help scale their case document processing.

Watch to learn the benefits of using [IDP] in wealth management.

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Key learnings


What wealth management processes can be automated with IDP


How IDP extracts data from diverse case documents quickly


Ways IDP accurately transcribes and classifies messy, handwritten forms


Leah Kendro
Partner Solutions Engineer,