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An independent investment firm was facing growing complexity across its document workflows, relying on manual steps for mailroom processing, KYC checks, fund transfer orders, and accounts payable. With millions of pages processed each year and multiple legacy tools nearing end of life, operational delays and data accuracy risks were increasing. To modernize its approach, the firm partnered with Tungsten Automation to move up from Capture to TotalAgility, enabling more advanced workflows, integrated machine learning, and a single platform to streamline document processing across the business.
About Independent Investment Firm
A leading European independent investment firm with hundreds of billions in assets under management, more than 5,000 employees, and 30 offices worldwide. The firm leverages Tungsten TotalAgility and Tungsten Capture to modernize workflows in onboarding, fund operations, AP, and enterprise document management.
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Tungsten TotalAgility
Streamline your processes with TotalAgility, our AI workflow management solution. Discover how automation can transform your business.
Tungsten AP Agility
Tungsten AP Agility is your accounts payable automation solution, so you can reduce costs, speed processes, improve quality and strengthen internal controls.
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