Hurst Point
AI-powered document extraction delivered in 6 weeks instead of 12 months.
The Challenge
After acquiring another wealth management firm, Hurst Point faced a mountain of unstructured client documents - PDFs, Word files, scanned forms, with no consistent format. All this client data needed to be extracted, validated, and migrated into their systems. Manual extraction was quoted at 6-12 months of work. That timeline would delay integration, frustrate clients, and tie up valuable resources.
The Solution
We built an AI-powered document extraction solution that could read, understand, and extract data from unstructured documents regardless of format. The system handled PDFs, Word documents, and scanned files, identifying key client information and extracting it with high accuracy. Built-in validation ensured data quality, and the entire process maintained full data privacy compliance.
The Results
AI extraction replaced a year of manual work.
Automated validation ensuring data quality throughout.
PDFs, Word files, scanned documents all handled.
Complete compliance maintained throughout extraction.
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