Case Study: Dynamo Software achieves 95% document classification accuracy with Provectus AI automation

Dynamo automates the classification of various investment portfolio documents with AI, and taps into insights for advanced analytics

The customer, Dynamo Software, a leading provider of alternative investment management software, sought to enhance their document classification platform's accuracy and automate manual processes. They partnered with the vendor Provectus to develop an AI solution for classifying investment documents to reduce operational costs and improve decision-making speed.

Provectus implemented an AI-powered document classification solution on AWS, building and training a model that achieved a 95% F1-score on a test dataset, far exceeding the 85% target. This new system, delivered in just six weeks, automated the classification of PDFs into four categories. The results demonstrated to Dynamo the clear potential for AI to minimize manual work and incentivized them to move forward with the next stage of their collaboration with Provectus.

Dynamo Software