Financial Services Document
KYC delays lose high-net-worth clients.
Extract key terms from trust agreements and trust documents
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 trust document summary documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 19 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 trust document summary extraction.
We extract trust name, type, trustees, beneficiaries, and key provisions.
Distribution standards, discretionary vs mandatory terms are extracted.
Revocable vs irrevocable status and amendment powers are captured.
Successor trustee designations and succession provisions are extracted.
Documents encrypted, processed in isolation, deleted after extraction.
Yes. Sign up for evaluation credits and upload trust 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.
