Case Study: Leading Global Investment Management Firm achieves 66% faster loan processing and automated onboarding with Sirion

Increased efficiencies through automation of loan operations processes

A Leading Global Investment Management Firm with over $50 billion AUM faced unsustainable, manual loan onboarding and operations as deal volumes grew — bespoke loan agreements and a rigorous due‑diligence review meant single transactions took many hours and month‑end close was particularly strained. The Head of Operations sought an automated solution with downstream integrations and turned to Sirion’s AI‑native CLM/extraction platform to scale onboarding, reduce manual re‑keying, and maintain accuracy across teams.

Sirion’s platform was trained to extract 40–50 key terms from legacy agreements and integrated via API with downstream systems; after labeling and iterative training the solution matched manual accuracy (1:1) and moved to full production within the firm’s target timeframe. The deployment cut average loan processing time from three hours to one hour (66% reduction), automated processing of roughly 50 agreement terms per loan, eliminated duplicate approval steps, and unlocked downstream efficiencies — and the firm is now using Sirion to process derivatives and support remediation work.