Universal Import
Guidant Financial dramaticaly impacts there efficiancy with Augmented AI streamlined document ingestion
Customer:
Industry:
Financial Services
Country:
United States
Business Background:
Guidant Financial, established in 2003, operates in the small business financing sector. The company's primary focus is on simplifying the process of obtaining funding for small businesses and franchises. Over the years, Guidant has contributed to the launch of more than 25,000 small businesses through various financial products and solutions. Guidant provides funding options to cater to the diverse needs of small business owners. Their approach is centered on helping clients navigate the often complex landscape of business financing, with the aim of matching each client with the most suitable funding solution for their specific circumstances.
Downloads:
November 11, 2024
Problem
Guidant Financial faced significant challenges in processing complex, varied documents containing client data. To comply with annual filing requirements for Self Directed IRAs, Guidant clients had to fill out complex forms from financial and payroll data contained in a wide variety of sometimes intricate PDF, Excel and CSV documents. This manual process was time consuming and error prone, which interfered with the otherwise efficient and streamlined process that Guidant has worked hard to create for their clients.
