A Fortune 100 insurance company sought to launch a fintech platform to improve wealth management services for advisors and clients but needed a powerful document management system to handle vast volumes of financial data. Conduent developed an integrated workflow automation solution that connected accounts, reduced manual data entry, and enhanced portfolio visibility. The system now processes over 140,000 pages and 1.7 million images monthly, indexing 3.4 million characters for seamless access. Advisors save about 20 hours each month on manual tasks, gaining consolidated views and better tools for financial planning. During one tax season, $200 million in deposits were processed in just eight days.

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