Case Study

Automating loan management and compliance tasks

Read how we helped private credit platform CXC overcome bottlenecks and mounting capacity challenges by automating their loan processing with AI

Finance

The Problem

CXC, the leading private credit platform in Latin America, faced a surge in loan processing demands. Their team manually reviewed thousands of loan documents daily, struggling to keep up with growing volumes while ensuring compliance. They needed a scalable AI-driven solution to automate and streamline loan case processing.

Struggling to meet rising demand

CXC had expanded its team from 3 to 19 people to handle increasing workloads, yet manual processes remained slow and inefficient. Loan approvals, expected within two days, often took a week, creating bottlenecks and customer delays.

AI solutions had failed before

CXC previously explored AI solutions, including an unsuccessful attempt with another provider. Frustrated with stalled progress, they turned to us to build a tailored automation system that could deliver real results.

What we did

We developed a custom AI-driven solution leveraging Large Language Models (LLMs) to automate loan document classification, extract key data, and accelerate compliance checks.

AI-powered document classification

Our solution automatically categorizes and organizes loan documents, ensuring efficient handling of large volumes of unstructured data—reducing manual sorting efforts.

Critical information extraction

By applying advanced AI models, we enabled the system to accurately extract key details from even low-quality scanned documents, reducing human intervention.

Process optimization and workflow automation

With faster data extraction and classification, CXC reduced turnaround times for loan approvals, improving the customer experience while scaling operations efficiently.

Driving business growth with AI insights

Beyond automation, the solution provided actionable insights—detecting early signs of client churn and identifying cross-sell and upsell opportunities, supporting revenue growth strategies.

Results

90%

accuracy in document classification

60%

success rate in critical data extraction, significantly reducing manual workload

Accelerated approvals

By automating loan processing, CXC has dramatically improved efficiency and accuracy, ensuring faster approvals while reducing the burden on employees.

With loan case volumes surging from 1,000 to 3,000 per day, manual processing was no longer sustainable. Our AI-driven automation cut processing times, enhanced compliance accuracy, and positioned CXC for scalable growth.

Looking ahead, CXC’s long-term vision is full automation for a significant portion of their clientele. Our ongoing partnership is placing them at the forefront of private credit innovation in Latin America.