Case Study: Crestone Capital achieves 83 hours saved per quarter with Notable Systems

Crestone Capital Automates Its Investment Data Extraction with Notable Systems

Crestone, a top wealth management firm, faced a significant challenge in manually processing over 1,000 complex and nuanced private investment statements each quarter. To automate this time-consuming data entry task and improve operational efficiency, the company turned to the document processing platform from Notable Systems.

Notable Systems implemented its intelligent statement parsing platform to automate data extraction and validation. The solution saved Crestone 83 hours per quarter, allowing the firm to input data into its accounting software in minutes instead of days and freeing its highly trained staff to focus on client service.

Crestone

Dave Griesbauer

Director of Business Intelligence