Spend your time providing the best possible investment and financial guidance, not manually retyping financial documents into a spreadsheet or CRM. See how Impira can quickly and reliably automate the way you process financial statements.
The importance of accurate data that’s easily accessible and well-organized cannot be understated when it comes to annuity statements and other financial documents. Financial advisors, RIA firms, CFP practitioners, among providers of investment guidance are familiar with the crush of documents and files that can come across their desks.
As a financial advisor, your main focus needs to be on making the right analyses, managing your clients' investment portfolios, and accomplishing a litany of other services that require your expertise. Being bogged down with data entry (or dealing with a software that only provides partial solutions), takes away from the quality time you can spend doing what you do best.
If you’ve processed large amounts of financial data before and have spent hours entering document fields by hand, you may have peeked into the world of artificial intelligence (AI), machine learning (ML), and optical character recognition (OCR) solutions.
These technologies may be useful for some cases, but they typically have limitations:
Impira offers a complete suite of tools that works together to automate data extraction so you can have full control and transparency from end to end. We leverage the strengths of multiple technologies like automatic machine learning (AutoML), OCR, and robotic process automation (RPA), to be a powerful, fully-customizable automation tool ready to manage nearly any document or form you throw at it.
Follow this step-by-step guide on processing annuity statements to see how you can extract data in just a few minutes. With Impira, you have the power and the tools you need to convert the time you typically spend entering data into an opportunity to be the best financial advisor you need to be.