The inboxes of Client Service teams at RIAs and Family Offices are inundated daily with client payment requests for capital calls, bills, and distributions. These requests arrive in various formats — emails, PDFs, scanned documents, and images — requiring manual review, data entry, and follow-up across multiple tools and systems.

At its core, OCR (Optical Character Recognition) is a technology that converts text in images or scanned documents into machine-readable data. It’s what allows a system to “read” a PDF, an email attachment, or even a photo of a handwritten note and recognize key data points — without a human retyping everything.

For client services teams, OCR can extract data from:
• Invoices
• Capital call notices
• Vendor emails forwarded from clients
• Any other payment request source that client service teams handle

At Atomic Insights, we’re leveraging OCR-led AI technology for RIAs and Family Offices to streamline their client payment workflows. By extracting key data points from diverse sources and automating payment workflows, we’re helping teams eliminate manual entry, reduce errors, and accelerate transaction processing — all while maintaining compliance.

See how Atomic Insights is transforming unstructured client requests into ready-to-execute payment instructions in the infographic below.