What can IDP Foundations do for your Financial Institution?

• Streamline KYC/AML processes by automating document verification and data extraction
• Enhance risk assessment and underwriting by efficiently processing loan applications and financial statements
• Improve regulatory compliance by ensuring accurate and consistent data extraction from critical documents
• Accelerate claims processing in insurance by automating form intake and data verification
• Optimize back-office operations for wealth management and investment banking document workflows
• Experience firsthand how a GenAI-powered IDP pipeline can transform your financial document processing before full implementation

In this engagement, Protagona will deploy a POC document ingestion pipeline on AWS, capable of ingesting and extracting data from up to 20 of your documents. We leverage GenAI on Amazon Bedrock for advanced data verification and correction, ensuring the highest levels of accuracy required in the financial sector.

Our highly collaborative sprint involves close work with your team to:

1. Plan and implement the foundational setup
2. Define initial data sources and financial document structures
3. Configure extracted data destinations aligned with your compliance requirements
4. Refine AI prompting to demonstrate pipeline's ability to handle terminology and data fields specific to the needs of your organization

As an Advanced Tier AWS partner, Protagona is eligible to secure POC funding at this phase and production-level funding once you're ready to move forward with full implementation.