Client (anonymous): Swiss wealth manager / asset manager, ~12 employees, ops-heavy team, ~2,500 documents/month (statements, confirmations, KYC)
Challenge
The team was drowning in documents: bank statements, trade confirmations, corporate actions, and scanned or forwarded PDFs.
The real problem wasn’t “keeping” the files – it was using them. Searching for the right page took too long, and extracting key values (balances, positions, dates) meant manual copy/paste or retyping. Basic OCR helped with readability, but it didn’t reliably turn documents into usable, structured information.
Solution
The company introduced KORTO for document management and MARVEES for AI-powered document understanding.
KORTO made documents consistently organized and searchable. MARVEES added the missing layer: contextual extraction that can identify and pull relevant fields from unstructured documents – so the team could move from “PDF storage” to “operational data”.
Results (after ~6–10 weeks)
- Time saved per document type: manual handling reduced by ~50–70% (statements and confirmations showed the biggest gains)
- Search/retrieval speed: minutes → seconds for common requests
- Error reduction: fewer manual entry mistakes and less rework during checks
- Throughput: the team could handle higher document volume without adding admin capacity
Why it mattered
For operations, this was a compounding win: faster retrieval, less manual entry, and fewer avoidable errors. The team gained back time for exception handling and client service – while keeping documentation accessible when it mattered.
Next step
If your team is spending too much time searching, copying, and retyping, we can show a simple workflow using MARVEES + KORTO – and where the biggest time savings typically come from.
At a glance
- Document volume: ~2,500/month
- Speed impact: search and retrieval minutes → seconds
- Effort impact: manual keying time down ~50–70% (by document type)