Industry Use cases

Optira for the BFSI Industry

Optira is revolutionizing the BFSI industry by automating manual tasks, improving accuracy and efficiency, and enabling businesses to make data-driven decisions.

Following are some of the key use cases for Optira in the BFSI industry:

  • Loan Processing
  • Claims Processing
  • Regulatory Compliances

Types of Documents

BFSI Industry processes various types of documents to extract key information. Here are some examples:

  • Loan Applications
  • Insurance Claims
  • Bank Statements
  • Utility Bills
  • Tax Returns
  • Passports & IDs
  • Financial Statements
  • Contracts
  • Regulatory Documents
  • KYC (Know Your Customer) Documents
  • AML (Anti-Money Laundering) Documents

Most Used Optira Features

  • Document Processing
  • Documents to Text Extraction
  • Conversational Data Query
  • Relevance-Driven Document Finder

File Formats

  • PDF
  • Image
  • Word Documents
  • Excel
  • CSV
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