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Case study · Solventis · Australia

Solventis doubled its assessment capacity without hiring

We built an AI assessment engine that reads financial documents and sorts transactions, so advisors review one clear summary instead of a pile of paperwork.

of financial review work automated
~50%
of financial review work automated
clients assessed with the same team
2×
clients assessed with the same team
new hires needed
0
new hires needed
What changed

Before and after

  • Before: Advisors read every statement and sorted transactions by hand

    After: AI reads the documents and sorts every transaction

  • Before: The team's hours capped how many clients they could help

    After: Twice as many clients, with the same team

  • Before: Slow answers, and viable cases could be missed

    After: Clients get answers faster

The problem

Every hardship assessment meant reading statements, checking credit history, and valuing assets by hand. The team's hours set a hard limit on how many clients they could help.

What we built

An assessment engine that gathers each client's financial data automatically, reads the documents, and sorts every transaction. Solventis's own rules then score the case, and the advisor reviews one clear summary.

  • AI document reading
  • AI transaction sorting
  • Secure data connections
  • Eligibility scoring
The assessment queue advisors work from.
The assessment queue advisors work from.
How it works

How an assessment runs

AI handles 2 of 5 steps. People make the final call.

  1. 1
    Automation

    Gather

    Bank, property, and asset data arrives automatically through secure connections.

  2. 2
    AI (LLM)

    Read

    AI reads bank statements, credit reports, and asset documents and pulls out the numbers.

  3. 3
    AI (LLM)

    Sort

    AI sorts every transaction into income, spending, and warning signs.

  4. 4
    Scoring

    Score

    Solventis's own rules rate eligibility and suggest negotiation options.

  5. 5
    Your team

    Decide

    An advisor reviews one clear assessment and agrees the plan with the client.

The results

The bottom line

Solventis automated nearly half of its financial review work and now assesses twice as many clients with the same team. Advisors spend their time on client strategy instead of paperwork.

Eligibility score with suggested negotiation options.
Eligibility score with suggested negotiation options.

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