[Use Case] Make Auditing Automatic and Capture Critical Context

A Large Investment Broker Made its Process Faster and More Efficient

An investment broker trades securities for clients, which generates a trading statement that is used for verification and compliance. 

Like other brokers, this firm used a manual audit process that checked only a sample of the statements.

The firm wanted to automate the manual process, audit all the statements, and improve process efficiency. 

Read the case and learn how the firm automated data extraction for the audit process and:

  • Reduced audit processing time by 80%.

  • Achieved audit coverage of 100% of the documents.

  • Captured critical context found in the footnotes.

Infrrd. Redefine Possible.

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10-Audit Workflow Automation for Investment Service Industry