Financial Document
Automation with

Award-Winning AI Agents

Discover how Cognaize’s award-winning AI agents extract actionable intelligence from unstructured data in the financial services sector.

Here, you’ll learn about:

Financial Document Automation

How our AI agents meet complex document automation needs.

Our Adaptive
Solution

How Cognaize’s solutions evolve to support your operations.

Core

Components

The tools that set us apart.

Why Choose
Cognaize?

How we outperform traditional solutions.

Case

Studies

AI Technology innovations for long-term success.

THE CHALLENGE

Adapting to Complexity
in Financial Data

Financial institutions handle substantial volumes of unstructured data, creating challenges in accuracy, compliance, and usability. Traditional OCR and IDP solutions struggle to keep up with these demands. Cognaize’s Enterprise Knowledge Platform meets this challenge head-on, using advanced AI technology that adapts as regulations, operations, and complexities evolve.

OUR ADAPTIVE SOLUTION

Intelligent Systems for Financial Excellence

Cognaize’s Enterprise Knowledge Platform is more than a static software—it’s an adaptive, evolving technology solution designed specifically for financial institutions.

Leveraging neuro-symbolic AI agents, advanced layout understanding, and finance-specific language models, our platform grows with your needs. As an evolving solution, it continuously integrates the latest technology advancements, ensuring it’s always aligned with your operational needs.

Key Technology Components of Cognaize’s AI Solutions

AI-Verifiers icon
Specialized models designed to evaluate the output of AI extraction or reasoning during inference. These powerful tools play a crucial role in ensuring the accuracy and reliability of AI-generated results.

For example, a bank might have its own internal definition of Cost of Goods Sold (COGS) that differs slightly from the standard accounting definition. A verifier ensures that AI models working with the bank's financial data adhere to this specific definition.

Neuro-Symbolic Systems icon
A neuro-symbolic system combines neural networks (the “neuro” part) with symbolic AI (the “symbolic” part). This approach leverages the strengths of both paradigms.

Neural networks excel at pattern recognition and handling unstructured data. Symbolic AI is adept at logical reasoning and working with structured knowledge.

By integrating these approaches, neuro-symbolic systems can process complex, real-world data while also incorporating explicit rules and financial domain knowledge.

Visual Retriever Solutions icon
Cognaize redefines document understanding beyond the limitations of traditional OCR technology. While standard OCR systems struggle with complex layouts and low quality images, Cognaize’s Visual Retrievers tackle these issues by integrating advanced layout understanding and Vision Language Models (VLMs).

This approach not only enhances text extraction but also comprehensively captures visual elements, such as charts and infographics, previously overlooked by traditional systems. With fine-tuned models like the PaLM-Gemma-3B and optimized techniques including quantization, Cognaize offers an exceptionally efficient solution, outperforming other models while minimizing computational demands.

For financial institutions, this means unlocking valuable insights faster and more accurately from a wide range of complex documents, enabling smarter decision-making and streamlined operations.

Compound AI Systems: A New Approach to HITL icon
Cognaize’s Compound AI Systems introduce a powerful, efficient alternative to traditional AI scaling methods. As Transformer-based models grow, their quadratic scaling demands lead to exponential cost increases.

Addressing this challenge, Cognaize employs a "Mixture of Experts" (MoE) architecture, integrating specialized models—including downscaled and hybrid machine learning system–to optimize processing by selectively activating models as needed.

With Compound AI, the system can process inputs with multiple models simultaneously and apply explicit rules at critical stages for verification, reducing errors and reliance on human intervention. This approach not only enhances accuracy but also continuously refines the model’s effectiveness over time by learning from new data inputs, ensuring cost-effective scalability and precision.

Flexible Deployment icon
Most Financial Services Firms are custodians of customer data. Whether you need on-premises, cloud, or hybrid deployment, Cognaize offers flexibility that meets your compliance and privacy needs.

Our platform is built to support GDPR and other regulations seamlessly.

WHY COGNAIZE?

A Comparative View

Cognaize’s excels in data validation, complex layout understanding, contextual reasoning, and workflow automation, surpassing traditional OCR and other legacy solutions. Our comparison highlights how Cognaize’s adaptive technology leads in efficiency, accuracy, and compliance for financial institutions.

Feature Legacy OCR
 & Capture Current IDP Providers AI-IDP-Challengers
AI-IDP
logo
AI-IDP
Data Validation Excellence
e.g. Chinese language
Deep Vertical Expertise
in Financial Data
e.g. Chinese language
Data Lineage Tracking Excellence
e.g. Chinese language
Expert OCR Capabilities
e.g. Chinese language
Supreme Spatial Understanding
Contextual awareness
Table Detection
Complex structures
Advanced Contextual Reasoning
Calculation of line items using customer ontology with knowledge graph & LLM
Human + AI
(Hybrid Intelligence)
Human expertise amplifies AI insights, beyond mere feedback
Accuracy
>90% with less than 100 documents of training data
Customizable Workflow
Integration with proprietary tool
Deployment Flexibility
(On-premise, Cloud, Hybrid),
privacy-by-design
Downsized &
Finetuned Models
For the
financial domain
Supervized & Reinforcement Learning
Continuous improvement
Regulatory Compliance
& Auditability
GDPR & SR-11-7 compliant

You’re the Reason we Excel. Share Your Story on G2.

g2-logo

Your review not only helps us improve, but also helps others make informed decisions.

Leave a review now

Discover Client Case Studies

Leading financial service companies entrust Cognaize with their most sensitive and complex financial documents.

2024-fima-vahe-headshot1
Vahe Andonians
CEO & Founder, Cognaize

“We have created the most advanced neuro-symbolic, agentic system to extract actionable intelligence from unstructured data.”

Cognaize uses purpose-built Artificial Intelligence to drive better decisions, new revenue streams, and efficiency gains for the financial industry. Our Hybrid Intelligence integrates human financial expertise with AI through advanced interfaces and workflows.

Get in touch