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
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.
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.
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.
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.
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
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.
Discover Client Case Studies
Leading financial service companies entrust Cognaize with their most sensitive and complex financial documents.
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.