Case Studies

Real stories. Smarter transformation.

Outcomes from enterprises running Avintra in production — across banking, finance, customer service, and shared services.

Enterprise Success Stories

Finance Operations

Touchless invoice processing across PO and non-PO flows — extraction, three-way match, exception handling, and ERP posting, with full audit trail.

  • 85% straight-through processing
  • Early-payment discount capture
  • Auditable exception trail
Finance Operations

Autonomous reconciliation of bank statements with ledger entries — matching, exception triage, and resolution workflows.

  • 95% auto-match rate
  • Same-day close
  • Audit-ready reconciliations
Contact Center Quality

AI-powered audit of customer service calls against quality, compliance, and tone scorecards — at 100% coverage.

  • 100% call coverage
  • Consistent QA scoring
  • Faster agent coaching loops
Banking & Financial Services

End-to-end digital onboarding — document intake, verification, risk scoring, and account activation orchestrated by agents.

  • Onboarding in minutes
  • Lower drop-off rates
  • Built-in compliance checks
Lending & Receivables

Personalized, multi-channel collections agents that segment, contact, negotiate, and resolve — escalating only when needed.

  • Higher recovery rates
  • Lower cost-to-collect
  • Customer-friendly experience
Shared Services

Intelligent inbox agent that classifies, routes, and prioritizes inbound mail across business units — with handoff to downstream workflows.

  • Sub-minute routing
  • Higher first-touch resolution
  • Reduced manual triage load
Customer Operations

Agentic email service that drafts contextual responses grounded in policy, CRM, and prior interactions — with human-in-the-loop review.

  • Faster response SLAs
  • Consistent brand voice
  • Lower handle time per case
Wealth Management

An always-on co-pilot for relationship managers that drafts client reviews, surfaces portfolio actions, and personalizes outreach grounded in CRM, market data, and compliance policy.

  • 3x advisor productivity
  • Higher-quality client reviews
  • Built-in suitability checks
Banking & Compliance

Agent-led KYC across document capture, identity verification, screening, and risk decisioning — with full evidence trail for regulators.

  • Faster KYC cycles
  • Reduced manual review
  • Regulator-ready audit trail
Legal & Compliance

Agentic review of contracts and legal documents against playbooks and obligations — surfacing risks, deviations, and missing clauses.

  • Faster contract review
  • Consistent playbook adherence
  • Audit-ready risk trail
Procurement & Sourcing

Automated evaluation of incoming proposals against scoring rubrics, requirements, and compliance — with explainable recommendations.

  • Faster vendor selection
  • Bias-reduced scoring
  • Full evaluation audit trail
Talent Acquisition

End-to-end recruiting agent that sources candidates, screens against role criteria, coordinates interviewer calendars, and keeps the ATS in sync.

  • 50% faster time-to-shortlist
  • Consistent screening rubric
  • Recruiter focus on closing
Shared Services

Autonomous audit of expense reports against policy, receipts, and historical patterns — escalating only true exceptions to human reviewers.

  • 100% claim coverage
  • 70% reduction in audit cycle time
  • Recovered policy leakage
Banking & Financial Services

Agentic processing of trade finance instruments — document checking, UCP compliance, discrepancy handling, and downstream system updates.

  • Faster LC processing
  • Fewer discrepancies
  • Stronger compliance posture

Build smarter. Innovate faster.

Design, train, and deploy AI agents into your workflows — with Avintra.