USE CASE

Streamline Document Management in Wealth Management with AI

Automate the classification and extraction of key data in financial documents with AI

What’s the challenge?

Wealth management teams deal with large volumes of technical, regulatory, and operational documentation. Manual document retrieval wastes time, increases the risk of errors, and slows down compliance and decision-making.

Here’s how Querix can help

Querix uses an AI-powered assistant to centralize and streamline access to critical information. Instead of manually digging through scattered files, teams can simply ask questions and get instant answers.

Instantly retrieve information from manuals, procedures, and compliance documents
Integrates with CRMs, email systems, and internal knowledge platforms
Supports technical and operational teams with accurate, fast responses
Ensures compliance with secure, auditable, and access-controlled queries
Enables collaborative queries across multiple users and departments