Treasy is an intelligent safe service equipped with electronic document management (EDM) functionalities, specifically designed for wealth advice professionals, as well as their clients and partners. This interprofessional and intergenerational solution, proudly made in France, aims to facilitate document management within the heritage ecosystem.
Thanks to their powerful tool, Treasy simplifies document management, enabling users to save time while reliably and sustainably securing their digital documentary heritage.
Despite employing advanced technology, the Treasy team encountered significant obstacles in analyzing specific documents. The efficiency of their document management system plateaued, resulting in the retrieval of information that was not sufficiently relevant. This issue hindered their capability to deliver optimal document management within the heritage ecosystem. Consequently, they faced delays in processes, inefficiencies in recovering crucial data, and a pressing requirement to enhance their service offerings to keep pace with the ever-changing demands of their wealthy clientele.
Improvement of documentary analysis for better efficiency
Optimization of the system for better efficiency
Enhancing service offerings to meet the demands of the heritage Eecosystem
In response to their challenges, the Treasy team chose to implement Dataleon's artificial intelligence (AI) solution. This decision was driven by the goal to surmount the hurdles in document analysis. Dataleon's AI technology promised to refine the process, ensuring more efficient and precise information retrieval.
This partnership with Dataleon has sparked a new wave of optimism at Treasy, fueling improvements in user experience and service delivery.
Following the integration of Dataleon's AI solution, Treasy was able to see significant results. Documentary analysis has become much more fluid and accurate, allowing relevant and rapid retrieval of the necessary information.
Dataleon's innovative technology has strengthened their ability to process documents more efficiently, improving the overall experience for their users and customers. These results have enabled Treasy to consolidate its position as a provider of quality document management services for wealth advisory professionals, thereby strengthening their reputation and competitiveness in the market.
With Dataleon's solution, Treasy successfully addressed the challenges that were hindering their efficiency and growth, paving the way for a more promising and prosperous future within their ever-evolving heritage ecosystem.
Dataleon allowed us to save 4 times more time in deploying our solution, thanks to their automation and no-code solution with artificial intelligence.
Dataleon's financial data conversion solution allowed us to save time for our technical teams while allowing us to offer other services to our customers.
The scalable solution of the Dataleon platform allows our teams to focus on tasks with high added value and thus improve the onboarding of our customers.
Thanks to the Dataleon solution, and their AI engine and excellent support, we were able to implement data processing in less than 3 days.
Dataleon can help you bring your images and documents to life with ease.
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