Case Study: CACEIS improves financial data analysis with ProcessMaker IDP by Decisions

Caceis cuts manual vetting of financial data with Decisions, processing 80% of information more efficiently

Caceis, the asset servicing banking group of Crédit Agricole and Santander, faced a significant challenge in manually reviewing 80% of its incoming financial data. As a European leader with trillions in assets under custody, scaling its operations led to a greater influx of unstructured data from various sources, making it critical to expedite data analysis and ensure governance. To address this, Caceis worked with ProcessMaker to implement its IDP (Intelligent Document Processing) solution.

By leveraging ProcessMaker's machine learning technology, Caceis automated the extraction of critical information from unstructured documents like PDFs, emails, and images. This solution enabled their team to review and rectify data inaccuracies with increased speed and accuracy. The result was more robust data feeding cost transparency and benchmarking, which allowed Caceis to provide asset owners and trustees with accurate reporting for better-informed decisions.

Caceis