Client Case Study · Finance Advisory
Generating retirement plan reports 50% faster.
Kalpita Technologies automated a financial advisory firm’s retirement plan analysis using OCR and Azure Cognitive Services — 50% faster report generation, 30% better data accuracy, and competitive benchmarking built in.
50%
faster report generation
30%
better data accuracy
OCR
automated data extraction
Market
aligned pricing benchmarks
Overview
Four things that changed for the advisory firm
A solution built for their book.
Customized retirement planning and pricing solution for a finance advisory firm.
Data extracts itself.
Data extraction automated with OCR and Azure Cognitive Services — data accuracy up 30%.
Reports in half the time.
Report generation time cut 50%, lifting operational efficiency.
Pricing backed by the market.
Pricing strategies improved with competitive benchmarking against industry standards.
Summary
Advisors were doing data entry. Now they do advice.
A reputable mid-sized financial advisory firm was advising on retirement plans it couldn’t efficiently analyze: manual document extraction, no clear cost visibility, and no way to benchmark against competitors. Kalpita built a solution that automates extraction, breaks down plan costs in detail, and benchmarks pricing — so advisors spend their time advising, not transcribing.
Client profile
At a glance
The client is a mid-sized financial advisory firm assisting individuals and corporations with retirement planning. Operational bottlenecks limited their ability to deliver efficient, competitive, comprehensive service.
- Industry
- Finance Advisory
- Client
- Mid-sized financial advisory firm
- Challenge focus
- Retirement plan analysis, pricing and benchmarking
- Engagement
- Custom automation build on Azure Cognitive Services
Tools & technologies
The stack behind the automation
- Angular JS
- .NET Core
- Microsoft SQL Server
- Google Cloud Search
- Azure (Cognitive Services, OCR)
The challenge
The problem we solved
Manual data extraction made retirement plan analysis slow and error-prone — and left advisors unable to show clients what their plans actually cost.
No visibility
detailed cost components were hard to visualize and communicate.
Benchmarking
cumbersome comparisons led to less competitive recommendations.
Manual
inefficiency, human error, and heavy time consumption.
Hard to prove
no clear, actionable data to articulate advisory worth.
Each problem fed the next: manual extraction slowed analysis, slow analysis crowded out benchmarking, and without benchmarking there was no clear way to show a client the value being delivered.
The solution
Automated extraction, benchmarked pricing, clearer advice.
A purpose-built solution incorporating OCR and Azure Cognitive Services to automate extraction, enhance accuracy, and enable benchmarking — with tools for cost analysis, pricing strategy optimization, and client engagement.
Advanced Data Analysis
detailed breakdowns of retirement plan costs, including administrative fees and investment costs.
Benchmarking
competitive analysis against industry standards.
OCR Technology
automated document extraction that removes manual error.
Custom Reporting
personalized reports per client’s retirement plan needs.
Results
What changed, measured
Automation moved the numbers the firm is judged on — accuracy, turnaround and the clarity of the advice itself.
Data accuracy
30%
fewer errors in client reports and analyses
Report generation
50%
better response times and client experience
Benchmarking
Market-aligned
market-aligned pricing strategies grounded in industry standards
Client satisfaction
Higher
clients finally see the costs and value of their plans clearly
Conclusion
Let the advisors advise — automate the rest.
By replacing manual extraction with intelligent automation, the firm’s advisors moved from processing documents to delivering strategy. The testimonial bar: this work is highly recommended by Jami Chapman, COO at flexPATH Strategies & RPAG.
FAQ
Frequently asked questions
Let’s talk
Let your advisors advise — automate the rest.
Show us the report your team dreads producing. We will show you which parts of it never needed a human.