Success Stories
Helping businesses enhance operational efficiency and optimize human resources while retaining their core values requires intelligent automation. arieotech enabled such a seamless transformation through Artificial Intelligence (AI) and improved customer service with the implementation of a sophisticated Copilot. This solution accelerated service delivery by automating labor-intensive tasks, freeing accountants to focus on more complex and value-driven functions.
A top 50 US-based tax and audit firm wanted to uphold its tradition of providing personalized and high-quality consultancy services. However, accountants spent countless hours rifling through over 7,000 books to find accurate and relevant information for legal and taxation queries.
This manual process:
The firm needed a solution to streamline operations, minimize errors, and ensure they continued to deliver exceptional customer service while optimizing resources.
arieotech developed a sophisticated Copilot tailored to the firm’s needs, using advanced AI technology. Key components of the solution include:
At arieotech, we deeply believe in the transformative power of technology. Not only can it drive efficiency in business operations, but technology can also pave the way for a more humane world of work. In our collaboration with a US-based professional services firm that provides audit and taxation services, arieotech achieved a two-fold application of technology: optimizing operational efficiency while preserving core human values.
AI Revolutionizing Financial Services
AI has revolutionized the world of financial services by optimizing products and processes. According to an International Monetary Fund article, “The financial services industry may be among the biggest beneficiaries of the technology, which can help protect assets and predict markets.”
The firm we worked with wanted to capitalize on the wealth of opportunities offered by generative AI and stay ahead of the curve. Ranked among the top 50 firms in the country, it began as a traditional auditing firm that valued offering personal attention and warm hospitality to its clients. However, providing effective personal attention often required sifting through extensive documents, a process that was both time-consuming and prone to errors.
arieotech’s approach combined advanced AI and user-centric design to achieve a two-fold application of technology: improving operational efficiency and maintaining a human touch.
Building on Azure OpenAI architecture, our knowledge team created vector embeddings for smarter data processing and utilized RAG for dynamic, context-aware query resolution. Data was categorized for geographical and legal relevance, ensuring tailored responses.
The seamless integration with the firm’s existing systems ensured a smooth transition while maintaining data security.
With arieotech’s Copilot, the tax and audit firm successfully:
This transformation not only preserved the firm’s traditional values but amplified its effectiveness through modern technology.
At arieotech, we deeply believe in the transformative power of technology. Let us help your business achieve greater efficiency and create a more humane workplace.
Discover how you can revolutionize your firm with AI. Contact us today!
Copyright© 2024 arieotech. All rights reserved
