KPI Extraction from Annual Reports
Client: Banking Services Provider
The Challenge
A leading banking services provider faced a massive challenge: Analysts had to wade through 500+ page documents daily to extract quantitative and qualitative information for risk assessments. Every detail mattered, every error could be costly.
The manual process not only tied up significant resources but increasingly became a bottleneck for business-critical decisions. The central question wasn't whether automation was possible, but how it could work in such a sensitive area where errors are not an option.
Our Solution
At Klartext AI, we know: In finance, "the AI says so" isn't enough. That's why we developed a solution that doesn't just extract, but also explains.
The Solution in Detail:
- Automated extraction of quantitative and qualitative data from complex documents
- Intelligent verification: Every extraction comes with direct reference location in the original document
- Reasoning engine: The AI delivers not just values, but the argumentation behind them
- Seamless integration: Direct feed into existing systems without media breaks
- Human-in-the-loop: Analysts can efficiently verify every extraction
What sets us apart: We didn't just throw a generic LLM at the problem. Instead, we applied Domain-Driven Design and tailored the solution to the specific requirements of the banking sector – including regulatory compliance and audit trails.
The Results
80% time and cost savings – what used to take hours is now done in minutes
Break-even after just 1.5 months – fastest ROI in our portfolio
Higher quality through consistency – no more overlooked details
Scalability without additional effort – volume can increase easily
Complete traceability – every extraction with source citation
What We Learned
Successful AI implementation in the financial sector requires three things:
- Trust through transparency: Every AI decision must be traceable
- Domain expertise: Generic solutions don't work in regulated industries
- Evaluation-Driven Development: Systematic measurements from the start, not as an afterthought
The solution is running in production today and has changed how our client works with documents. Not because the AI is perfect – but because it's transparent, reliable, and tailored to real business processes.
