If you’re still entering data manually from bank statements, transaction advices, or scanned PDFs – you’re not alone.
But you’re also wasting hours every week, increasing the risk of human error, and slowing down your investment operations.
That’s where MARVEES, our AI-powered document extraction solution, steps in. Built to handle the complexity of financial documents, MARVEES automates data capture and integrates directly into INSA PMS – turning unstructured files into portfolio-ready data in seconds.
The Reality: Back Offices Are Drowning in Documents
Despite digitalization, financial institutions still process:
- Paper-based bank advices
- Broker trade confirmations
- Scanned PDFs and faxes
- Transaction summaries
- Portfolio statements from third-party custodians
Each document must be reviewed, interpreted, entered, and filed – a slow, repetitive, and error-prone process.
The Solution: MARVEES by INSA
MARVEES is an AI-powered document extraction service designed specifically for the financial industry. It leverages machine learning, computer vision, and OCR to:
✔ Read scanned or digital documents
✔ Recognize data fields and table structures
✔ Extract relevant transaction and position data
✔ Output a standardized, structured file (e.g. JSON or XML)
✔ Seamlessly feed the data into INSA PMS or other systems
Key Benefits
✅ 1. Automate Data Entry from Complex Formats
MARVEES can interpret:
- PDF bank advices
- Handwritten or printed statements
- Multi-page transaction lists
- Multi-language formats (EN, DE, FR, IT, ES, etc.)
It requires just 5+ sample documents per format to learn and adapt – dramatically reducing setup time.
✅ 2. Seamless Integration with INSA PMS
Once data is extracted, it can be:
✔ Matched to client portfolios
✔ Linked to existing transactions
✔ Used to trigger compliance or reconciliation workflows
✔ Stored alongside the original document in the document archive
This means: no more switching between systems, spreadsheets, or portals.
✅ 3. Reduce Costs – and Errors
Manual entry isn’t just slow – it’s expensive. MARVEES:
- Cuts back-office data processing time by up to 80%
- Eliminates rekeying errors
- Increases accuracy for regulatory and performance reporting
Its pay-as-you-go model ensures you only pay for what you process – without costly licenses.
✅ 4. Boost Operational Efficiency
By automating one of the most time-consuming parts of portfolio administration, your team can:
✔ Focus on value-added tasks
✔ Speed up client reporting
✔ Improve portfolio accuracy
✔ Handle higher volume with the same resources
Use Case: Multi-Bank Integration Made Easy
A Zurich-based wealth manager receives over 200 monthly documents from 9 different custodian banks – all in varying formats.
With MARVEES + INSA:
- Documents are scanned or uploaded
- Data is automatically extracted and matched
- Portfolios are updated in near real-time
- Reporting is accelerated by several days
Built for the Real World
MARVEES is designed for real financial workflows – not just ideal conditions. It works with:
- Legacy scan archives
- Mixed-language portfolios
- Custom transaction types
- Multi-custodian reconciliation
All backed by enterprise-grade security via Microsoft Azure AI services.
📩 Want to eliminate manual document processing and unlock smarter operations?
Let us show you how MARVEES and INSA work together to streamline your day.
📧 info@insa-software.com | 📞 +41 44 221 30 20