Case Study - Empowering Intelligent Data Access for a Financial Services Firm with Yularatech’s AI Augmented Resourcing -

Case studies

Empowering Intelligent Data Access for a
Financial Services Firm with Yularatech’s
AI Augmented Resourcing

A mid-sized U.S.-based financial services firm faced significant delays in extracting and analyzing data scattered across structured databases like Oracle/MySQL and unstructured formats such as PDFs, Excel models, and Word reports.

Challenges

Long reporting cycles due to manual data handling.

High dependency on analysts for repetitive data extraction.

Frequent errors in compliance documentation.

Limited ability to scale quickly or securely.

They needed expert resources who could not only integrate with their current systems but also leverage AI to streamline operations without compromising security.

Long reporting cycles due to manual data handling.

High dependency on analysts for repetitive data extraction.

Frequent errors in compliance documentation.

Limited ability to scale quickly or securely.

They needed expert resources who could not only integrate with their current systems but also leverage AI to streamline operations without compromising security.

Yularatech’s AI-Augmented Staffing Solution

Yularatech deployed a dedicated AI-Augmented Resourcing team, a combination of senior developers (aligned to SFIA 8 standards) and domain-specific AI agents transformed how the firm processed and interpreted its data.

What We Delivered:

Developers skilled in AI tools like Codeium, AWS Whisperer, and custom NLP frameworks.

AI agents trained to extract, summarize, and contextualize data from PDFs, DOCX, XLSX, JPEG, PNG and other unstructured files.

End-to-end AI tool setup, subscription management, and secure integration.

Fully compliant deployment within the client’s VPC environment.

This wasn’t a generic off-the-shelf solution, rather it was custom-built, managed, and operated by our experts, fully embedded into the client’s existing workflows.

Business Impact

70% Reduction in Manual Processing Time

Loan document reviews, compliance summaries, and financial model ingestion that used to take days were completed in hours, with AI doing the heavy lifting and our developers validating results.

Improved Accuracy & Compliance

The team reduced manual errors by using intelligent, rule-based validation baked into the AI workflows.

Boost in Team Efficiency

Analysts and non-technical users could query datasets in plain language, allowing technical teams to focus on higher-level decision-making and analysis.

70% Reduction in Manual Processing Time

Loan document reviews, compliance summaries, and financial model ingestion that used to take days were completed in hours, with AI doing the heavy lifting and our developers validating results.

Improved Accuracy & Compliance

The team reduced manual errors by using intelligent, rule-based validation baked into the AI workflows.

Boost in Team Efficiency

Analysts and non-technical users could query datasets in plain language, allowing technical teams to focus on higher-level decision-making and analysis.

Why Yularatech?

AI-Augmented Talent: Developers who think strategically and work with AI, not around it.

Security-First Setup: All tools and environments were tailored for regulated data.

Scalable Resourcing Model: Start with one developer + AI agent and scale as needed.

Managed Services Included: Licensing, updates, and compliance management handled by Yularatech.

Conclusion

Yularatech’s didn’t just deliver a too, rather we delivered a high-impact, AI-powered team that unlocked smarter, faster, and safer data operations. It was a perfect amalgamation of skilled human expertise with the power of AI which helped the client to reduce costs, minimized risk, and significantly increased productivity.