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AI DOCUMENT INTELLIGENCE · FINANCIAL SERVICES

Days of Manual Work. Now Done in Minutes.

How The Zig helped Stout — a leading financial advisory firm — eliminate manual document extraction and replace it with an AI-powered platform that processes complex financial documents in 5–8 minutes, at any scale.

Client STOUT · Financial Advisory
5–8 min
Per document
Was days or weeks of manual review
100%
Source-linked fields
Every extracted value traced to its exact page and location
1,000s
Simultaneous users
Platform scales to the whole organisation without added headcount
Industry Financial Advisory
Solution Document Intelligence Platform
Model GPT-4.1
Delivery Production-Grade · On Time
Prior vendors Multiple Failed. Zig Delivered.
Processing time 5–8 min per document
Industry Financial Advisory
Solution Document Intelligence Platform
Model GPT-4.1
Delivery Production-Grade · On Time
Prior vendors Multiple Failed. Zig Delivered.
Processing time 5–8 min per document
The Problem

Analysts drowning in documents. No end in sight.

Stout's analysts were manually reviewing hundreds of pages per deal, income statements, balance sheets, loan agreements, amendments to extract a handful of critical fields.

The process wasn't just slow. It was inconsistent, untracked, and impossible to scale. As deal volume grew, the only answer was more people doing the same repetitive work.

Stout had tried other solutions. None had delivered. They came to The Zig with a clear mandate: build something that actually works.

01 Manual page-by-page review of documents that could run hundreds of pages per deal
02 Inconsistent data capture, different analysts extracting the same field differently
03 No audit trail linking any extracted value back to its source in the original document
04 Scaling required hiring headcount, not improving process
05 Multiple vendors had already tried and failed to solve this
The Solution

Not a generic tool. A platform built around Stout.

The Zig built a purpose-built document intelligence platform — designed from the ground up around the way Stout works, not adapted from a generic product.

The platform automatically classifies uploaded documents, extracts key fields using GPT-4.1, and presents every result in a structured review interface — with every value linked directly to its exact location in the source.

How it works
→ Document uploaded → auto-classified by type
→ GPT-4.1 extracts key fields with source citations
→ Human reviews, corrects, and finalises in the UI
→ Full audit trail captured. Ready for the next deal.
Processing time
5–8 min vs. days
Document Lineage
Related files grouped automatically — original agreements alongside amendments — so teams track how terms evolved across a deal's history without opening a single file.
Human-in-the-Loop Review
AI handles the extraction, humans retain the final call. Every field is reviewable and correctable before it is finalised — speed without surrendering control.
Central Dashboard
Every document, every extraction status, every processing history in a single view — across deals, teams, and the whole organisation simultaneously.
Full Audit Trail
Click any extracted value and see exactly where it came from in the source document. The kind of traceability that regulators expect and analysts had never had before.
Efficiency Transformation — Before vs. After
Document processing time –98% reduction
Before — days / weeks After — 5–8 minutes
Data consistency across analysts 100% standardised
Before — inconsistent capture After — fully standardised
Source auditability 0% → 100%
Before — no audit trail After — every field source-linked
Stout team reviewing financial documents
AI IMPLEMENTATION · FINANCIAL SERVICES "Multiple vendors had tried and failed. The Zig delivered."
The Results

What changed — and what it made possible.

Before The Zig
— Days or weeks to extract a single document
— Inconsistent data capture across analysts
— No source linkage or audit trail
— Scaling required hiring more headcount
— Multiple vendors had tried and failed to deliver
With The Zig
→ 5–8 minutes per document, at any volume
→ Standardised extraction for every user, every time
→ Every field traced to its exact source location
→ Platform scales to thousands of simultaneous users
→ Delivered on time. Results exceeded expectations.

Stout came in thinking they needed a faster way to extract data. But now they have a platform that changed what their team is capable of — and opened possibilities they hadn't even considered when they first reached out.

Analyst reviewing completed AI extraction results
5–8 min vs. days of manual work
Why The Zig

AI that works in the real world. Not just on a slide.

01 — Partnership
We stay through implementation.
We don't hand over a proof of concept and walk away. We stay through implementation, adoption, and the capabilities that come next.
02 — Trust
Grounded in your data and policies.
Everything we build is grounded in your data, aligned to your workflows, and designed to earn trust from day one — not after a pilot.
03 — Delivery
Production-grade. Not a prototype.
Stout came to us after other vendors had failed. We delivered a production-grade platform that exceeded expectations and opened new possibilities.

Ready to see what's possible? Talk to The Zig.

Tell us what's slowing your team down. We'll be direct about what AI can do for it — no slides, no theatre.

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