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CASE STUDY · INTELLIGENT DOCUMENT PROCESSING

1,325% ROI.
100,000+ hours saved.
One IDP engine.

How a tier-1 financial services and insurance institution turned millions of pages of trapped compliance documents into structured, usable data.

At a glance
CLIENTTier-1 financial services and insurance institution
SCALE~$480B in AUM · 7M+ clients
CHALLENGEMillions of pages of compliance documents trapped in static formats
SOLUTIONFutureVault IDP and Digital Vault, with private LLMs and advanced OCR
1,325%
Return on investment
100,000+
Hours of manual labor saved
$480B
AUM under management
7M+
Clients served
01
The challenge

Millions of pages. Zero usable data.

Millions of pages of legacy and ongoing compliance documents were trapped in static formats. Manual document processing, review and auditing created severe operational friction and regulatory compliance bottlenecks.

02
The solution

An AI-powered vault, with IDP built in.

The institution deployed FutureVault’s AI-powered Digital Vault ecosystem, integrated with private large language models and advanced optical character recognition, so documents could be classified, structured and extracted at enterprise scale, without data leaving its environment.

Intelligent Document ProcessingDigital VaultPrivate LLMsAdvanced OCR
03
The impact

1,325% ROI and 100,000+ hours back.

The automated IDP engine structured and extracted data across the organization, saving more than 100,000 hours of manual labor and unlocking major efficiency gains in compliance, review and audit.

At this scale, manual processing was impossible: 100,000+ hours, or 50 people for a year. Projects like this rarely get approved. FutureVault’s IDP turned a non-starter into a project we delivered, with a 1,325% ROI.
Simon TiplerSimon TiplerChief Product Officer, FutureVault
1,325%Return on investment
100,000+Hours of manual labour saved
50People for a year, avoided
What they used

The products behind the results.

Intelligent Document ProcessingClassify, extract and act on document data at scale.Digital VaultBranded client vaults on web, iOS and Android.Security & TrustSOC 2 Type II, encrypted in transit and at rest.
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