Case Studies

Real businesses, real people, and how Agentic AI Bots have managed to solve their complex data problems at scale and ease.

Business professionals collaborating in modern office building
FAMILY OFFICE

Data Extraction Bot & Analytics Calculator Bot Transforms Raw Accounting Data into Actionable Insights

⚠️ The Problem

We are a FO and our Accounting System does not do investment reporting.

✓ The Solution

  • Collation.AI generates reports as an overlay to our current General Ledger system after having enriched it with the data coming from our Custodian Banks (e.g. Schwab, Fidelity)
  • Collation.AI pulls your data from your incumbent Accounting System and pushes it into your data warehouse, runs various calculations e.g. TWR, PnL, Attribution (with drill down functionality), Risk/Return calculations, etc.
  • Collation.AI was 30% of the cost and 4X faster than the next best solution
FAMILY OFFICE / RIA

Data Extraction Bot Bridges the Gap Between Data Providers and Your Systems

⚠️ The Problem

Our Staff is spending way too much time on downloading documents manually from various portals.

✓ The Solution

  • Collation.AI downloads the files and extracts data points from the PDF Files automatically
  • Collation.AI uses its Data Extraction Bot to login into your data provider e.g. Fund Manager, Custodian Bank, Real Estate Platform, etc., pulls your the data down into your data warehouse, and finally pushes it into your preferred system
  • We saved 01 full head count and Collation.AI was 4X faster than any other vendor
FAMILY OFFICE / RIA

Data Scrubbing Bot & Automated Workflow Bot Detect and Resolve Data Anomalies

⚠️ The Problem

My data contains errors, which leads to incorrect reporting.

✓ The Solution

  • Collation.AI's Auditor Bots scrub the data
  • Collation.AI pulls your data from your portfolio system(s) and pushes it into your data warehouse, then the Audit Bots look for data anomalies; and it either fixes these data bugs or notifies you so that you can take appropriate / timely action
  • Our Customer base grew 3X with 80% retention rate
FAMILY OFFICE / RIA

Centralized Data Warehouse Bot centralizes & warehouses Multi-Source Financial Data

⚠️ The Problem

We will lose our data that is on our old system we are planning to retire.

✓ The Solution

  • Collation.AI's Bots will extract and warehouse the data
  • Collation.AI pulls your data from your portfolio systems, accounting systems, CRM systems, etc., pushes it into your centralised data warehouse so that you can migrate your historical data into your new system without any hassle
  • Collation.AI was 60% more affordable and 10X faster than anything else in the market

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