Finex Advisory

Finex Advisory uses Setron to process financial documents securely, extract critical data, and accelerate client onboarding workflows.

Industry

Financial Services / FinTech

Timeline

8 Weeks

Stack

Python, OCR Processing, OpenAI API, AWS, Secure Document Storage

Problem

The NovaLaunch founding team managed a wide range of operational responsibilities, including scheduling meetings, conducting market research, preparing investor updates, and organizing internal documentation. These repetitive administrative tasks consumed valuable time and reduced the founders’ ability to focus on strategic decision-making and product development.

Solution

Setron designed a multi-agent automation system that handled meeting scheduling, generated research summaries, prioritized incoming communications, and prepared investor reporting updates automatically. The automation system worked continuously in the background, enabling the founders to focus on growth and leadership.

75%

faster document processing

50%

reduction in human error

3x

faster client onboarding

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