A leading financial institution, acting as a custodian, faced significant challenges managing daily trade documents-purchases, sales, interest payments, and dividends. Each document came with annexures summarizing transaction details. Volumes fluctuated from 10 to 200+ documents daily, creating a pressing need for speed, accuracy, and efficiency.
Manual workload
Teams spent hours reviewing documents, extracting information, preparing reports, and entering data into core systems.
Validation complexity
Each document required cross-checking annexures against detailed data. Discrepancies demanded extra effort, slowing approvals.
Varied document types
Different transaction types required extracting specific information, making consistency and accuracy difficult.
Scalability limits
Rising volumes caused backlogs and delays, reducing overall productivity.
High risk of errors
Manual processes increased mistakes, impacting compliance and operational efficiency.
The financial institution deployed Marvel.ai, our AI-first, Cloud-native, and CX-centric Business Transformation Engine, to streamline trade document processing and improve accuracy. By digitizing, analyzing, and validating high-volume documents, it enables scalable operations without adding resources.
By automating repetitive tasks, Marvel.ai allows staff to focus on higher-value work while ensuring accuracy and consistency.
Tasks that took hours now complete in minutes.
Processes both low and high volumes without extra resources.
Reduces errors for reliable document handling.
Flags discrepancies and maintains audit trails.
Minimizes manual labor, freeing staff for strategic tasks.
Lowers operational costs by reducing reliance on a large team.
Join the companies that chose transformation over stagnation. Marvel.ai isn't just a platform—it's your revolution catalyst. The future of business transformation starts with a single decision.