Financial Services Document
KYC delays lose high-net-worth clients.
Extract data from client investment suitability and risk assessment forms
No credit card required to get started.
Private banking teams manually review client documents, trust agreements, and portfolio statements. High-net-worth clients expect fast, accurate service.
Structured output ready for your systems.
Upload your investment suitability questionnaire documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 21 fields with 93%+ accuracy. No templates or training required.
Review extracted data with confidence scores. Approve, edit, or flag items for human verification.
Download as JSON, CSV, or Excel. Integrate via API or webhook to your existing systems.
Extract client data from wealth management documents.
Review trust agreements and estate documents.
Ensure regulatory compliance across client documents.
Faster document processing for high-net-worth clients.
Common questions about investment suitability questionnaire extraction.
Traditional OCR just reads text—it doesn't understand structure. Structurify's AI knows what it's looking at, extracts the right fields, and gives you confidence scores. 93%+ accuracy on standard documents.
Never. Your data is encrypted (AES-256), processed in SOC 2 compliant infrastructure, and deleted after extraction. It never trains our models.
Under 30 seconds per document. Batch uploads process in parallel. What takes your team hours takes minutes.
Export as JSON, CSV, or Excel. Use our API or webhooks for automated integration with any system.
Upload PDF, scanned images (PNG, JPG), photos, or Word/Excel files. Our AI handles them all.
Yes. Sign up for evaluation credits. Test with your actual documents. No payment required.
Our team processed hundreds of documents monthly by hand. Errors crept in, deadlines slipped, and skilled staff spent their time on data entry instead of strategic work.
Automated extraction changed everything. Same volume, processed in a fraction of the time. Our team finally focuses on what matters.
— Operations Director, Enterprise CompanyProcessing 1,000+ documents monthly? Let's discuss your requirements.
No credit card required to get started.
P.S. The first 10 documents are on us. See for yourself.
