AutomationX On-Demand

Processing your case documents in Wealth Management

HANDS-ON DEMO

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

[1]

What wealth management processes can be automated with IDP

[2]

How IDP extracts data from diverse case documents quickly

[3]

Ways IDP accurately transcribes and classifies messy, handwritten forms

Speakers

Leah Kendro
Partner Solutions Engineer,
Hyperscience