vAIdeFinance is an AI tool that reviews financial documents to
spot trends, anomalies, and risks. It summarises key information and helps
answer client questions more effectively.
vAIdeFinance
Your Generative AI-powered “Financial Assistant” Leveraging Generative AI for Enhanced Financial Support
Overview
Aimed directly at businesses in the BFSI
sectors and finance departments of large companies, vAIdeFinance offers the services of a
trained ‘finance assistant’ to remove the drudgery of sifting through lengthy documents to
check for inaccuracies, potential risks and compliance issues. Not only that, but this
assistant will work 24/7 without breaks or holidays, is fluent in many different languages,
and can handle text-based, handwritten or voice recorded information!
Imagine the time saved by having a trained and experienced ‘finance assistant’ reading through a folder of maybe two hundred pages of case history to extract the key facts and milestones in a client’s background and personal details, and present them as a chronological summary which can be read by the case worker in a matter of minutes to provide a background to their further analysis and action plan.
Imagine the time saved by having a trained and experienced ‘finance assistant’ reading through a folder of maybe two hundred pages of case history to extract the key facts and milestones in a client’s background and personal details, and present them as a chronological summary which can be read by the case worker in a matter of minutes to provide a background to their further analysis and action plan.
- Record, transcribe and summarize voice recordings
- Help ensure financial compliance and support risk assessment
- Automatically keep up to date with changing financial regulations
- Be your ‘Financial assistant’ who will work 24/7, without breaks or fatigue
- Sift through text in documents and audio recordings to reveal crucial information
- Support key processes within your business, including; customer onboarding and account opening (KYC), loan application processing, investment management, insurance processing and regulatory process management.
Imagine the time saved by having a trained and
experienced ‘finance assistant’ reading through a folder of maybe two hundred pages of case
history to extract the key facts and milestones in a client’s background and personal details,
and present them as a chronological summary which can be read by the case worker in a matter of
minutes to provide a background to their further analysis and action plan.
If something in a document is not clear and needs further investigation, there is a Question &
Answer facility to interrogate the data further and pinpoint specific information to follow-up
the finance professional’s theories and thoughts regarding further investigations and actions.
And all of this applied to the information contained within the client’s record and documents,
whether in written, typed, spoken or image and in whatever language!
That’s true Finance Client Management!
