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Webinar abstract:

Wealth management firms traditionally rely on manual, repetitive processes to handle a high volume of PE notices and documents daily. This manual extraction of vital data from diverse documents, application of business logic, and data transfer to third-party systems is time-consuming, error-prone, and resource-intensive. 

This conventional document processing method wastes valuable resources. Join our webinar to discover how a top PE firm overcame manual PE notice processing challenges with ZERO's AI-powered solution.



Joey Perez

Revenue and operations leader with over 30 years of experience at Global 100 law, accounting, and management consulting firms.

Trevor Bell

Expert in at-scale deployment of software at large financial institutions with over 25 years of experience.

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