Financial Services · Leasing

AI Document Management at an International Leasing Provider

Starting point

An international leasing provider processed customer documents largely manually — distributed across multiple country subsidiaries, with inconsistent intake channels and no end-to-end structure. The consequences: long processing times, error-prone workflows, and rising compliance risks under GDPR and BAIT requirements. The existing system landscape could not be extended economically.

What we did

We led the strategic realignment of the company's enterprise-wide document management and introduced a new DMS with AI-powered input processing. Scope: scalable architecture, integration into the existing IT landscape, quality assurance processes, and a change management program for over 50 employees. International compliance requirements (GDPR, BAIT) were an architecture criterion from day one — not a downstream review.

Results

50+

Users migrated and trained

DSGVO + BAIT

Regulatory compliance

End-to-End

Intake, processing, handover

konzernweit

Rollout scope

What we learned

Document processing is the most honest testing ground for AI in regulated environments. Anyone who delivers cleanly here has architecture, data flow, and governance under control — and with it, the foundation for everything that can subsequently be built on the same platform as further AI applications.

This is the summary. How we approached it methodologically — which architectural decisions we made, what we discarded and which patterns can be transferred to other contexts — we discuss in a personal conversation.

Not because we want to sell you something. But because this depth is what our clients engage us for — and it does not belong on the open internet.