Strategy and Solutions

Our AI and fintech experts helped build a solution that would help generate AI assistants. These assistants will leverage Node.js to connect with the AI API and initiate sessions specifically tuned for financial document parsing. The AI assistant was programmed to understand the structure and key elements of financial documents, like transactions, balances, and holdings. As the document streams to AI, the assistant helps parse each section, interpreting data in real time. This setup supported continuous data flow, reducing wait times and ensuring a fast, responsive parsing process. Our experts also help with secure cleanup workflows, where after the parsing and storage, the AI assistant would be deleted along with its chat history, and any temporary files, are deleted. Our experts used AWS S3 to store financial documents securely. We also used AWS IAM to enforce strict access control policies, ensuring that only specific users or services can access the S3 bucket

The Client

Teleskop offers an AI-powered solution for secure asset aggregation. The solution helps customers plan their financial legacy by offering better financial clarity.

Key Outcomes

Telskop can now leverage an AI assistant to smartly parse, store, and process financial documents for its clients.

With the help of Amazon S3 and Amazon IAM Teleskop can also ensure secure data processing.

Business Challenges

The client wanted to automate the extraction, analysis, and secure storage of structured data from financial documents using AI. Their biggest challenges included handling diverse document formats, maintaining accuracy in a large amount of financial data, ensuring data security, and implementing AI for financial context.

Business Impacts / Key Results Achieved

Teleskop combined AI capabilities with secure storage and flexible data management. They also streamlined the analysis of complex financial documents and transformed document-heavy workflows, making financial document management faster, more secure, and more user-friendly. The final solution helped them offer a significant reduction in manual work and an efficient means of gaining actionable financial insights.