Case Study · Financial Services · AI Workshop · Workflow Automation

How July Services Used an AI Workshop to Automate Financial Statement Processing

KEYSYS helped July Services identify and implement practical AI workflows for scanned financial statements, brokerage statement processing, customer service inquiries, and sales and marketing automation.

See how it works
Automated Statement Review
Scanned financial statements reviewed and routed through AI-assisted workflows
n8n Workflow Automation
Repeatable processes designed for extraction, routing, and follow-up
AI Workshop Roadmap
Practical initiatives identified across operations, support, sales, and marketing
The challenge

Manual financial workflows were slowing down operational teams.

July Services had opportunities to automate manual processes across brokerage statement processing, document review, customer service inquiries, and marketing support.

Scanned financial statements required review, data extraction, and routing to specific destinations. Brokerage statements and attachments created additional processing needs. Customer service questions required timely answers, while more complex issues still needed human escalation.

The business problem was not simply, "Can we use AI?"

It was: How do we use AI to reduce manual financial services workflows, improve speed, and create measurable returns quickly?

The workflow looked like this
Review scanned statementsFinancial statements needed to be processed and understood from scanned documents.
Manual
Extract key dataImportant values and sections needed to be identified and structured.
Repetitive
Route informationDifferent statement sections needed to move to the right destination.
Workflow-driven
Monitor incoming filesMailboxes and attachments needed to be watched and processed consistently.
Operational
Respond to customer inquiriesCommon service questions needed faster answers, with escalation for complex needs.
Support
Steps requiring AI-assisted automation5 of 5

July Services did not need generic AI experimentation. They needed practical automation workflows tied to real business processes, measurable returns, and existing data readiness work.

Why it mattered

AI needed to create operational value quickly.

For financial services and retirement operations, manual processing can slow the business down. Scanned documents, brokerage statements, transaction data, customer inquiries, and marketing tasks can all require repetitive effort from skilled people.

July Services needed a way to move from AI interest to AI profitability. The goal was to identify opportunities where AI could create measurable returns quickly, including potential value within the first 30 days.

Because July Services had already invested in data normalization and governance, the AI Workshop could focus on practical implementation paths rather than abstract AI education.

The solution

An AI Workshop focused on practical automation and implementation

KEYSYS provided July Services with AI consulting and implementation through an AI Workshop engagement.

The work focused on identifying high-value automation opportunities and designing practical workflows using tools like n8n and Cursor MCP. The engagement included operational automation, customer support improvement, and sales and marketing enablement.

Instead of treating AI as a separate initiative, KEYSYS helped July Services connect AI directly to business processes that already mattered.

Key capabilities
  • → AI Workshop focused on measurable business value
  • → n8n automation workflow planning
  • → Cursor MCP support for AI-assisted implementation
  • → Scanned financial statement review
  • → Data extraction and routing workflows
  • → Mailbox monitoring for attachment processing
  • → Brokerage statement processing automation
  • → Transaction data pulls from custodian websites
  • → AI-assisted customer service responses with escalation paths
  • → AI agents for prospect research, newsletter content, and meeting scheduling
How it works now

From manual document handling to AI-assisted workflow automation

KEYSYS  ·  July Services AI Workshop Workflow
Identify automation opportunities

KEYSYS worked with July Services to identify processes where AI could reduce manual work and create measurable operational value.

Extract and route statement data

The proposed workflow reviews scanned financial statements, extracts relevant data, and routes sections to the appropriate destinations.

Automate repeatable processes

n8n workflows can monitor mailboxes, process attachments, and support transaction data collection from custodian websites.

Support customer and marketing teams

AI agents can assist with parallel customer service questions, prospect research, newsletter creation, and meeting scheduling.

Progress 0 of 4 complete

What started as broad AI potential became a practical set of workflows tied to financial operations, support, and growth activities.

The impact

July Services gained a practical path from AI potential to AI profit

The AI Workshop gave July Services a focused roadmap for automating manual financial services workflows and applying AI where it could create measurable returns.

The work connected AI implementation to real operational needs, including brokerage statement processing, scanned document review, customer service support, and marketing efficiency.

Faster document processing
  • Scanned statements can be reviewed and routed through automated workflows
  • Brokerage statement processing becomes less dependent on manual handling
Better operational focus
  • Teams can reduce repetitive data extraction and routing tasks
  • Automation creates more room for higher-value financial services work
Broader AI enablement
  • Customer service questions can be answered faster with escalation when needed
  • Sales and marketing workflows can use AI for research, content, and scheduling support
Before KEYSYS
Manual processes and unclear AI implementation paths
  • Financial statements required manual review and handling
  • Brokerage statement processing created repetitive operational work
  • Customer service inquiries needed faster parallel support
  • Sales and marketing tasks required time-consuming research and content creation
  • July Services needed a practical path from AI potential to measurable return
→
After KEYSYS
AI Workshop roadmap with practical automation workflows
  • KEYSYS identified AI opportunities tied to measurable business value
  • n8n workflows were proposed for document processing, mailbox monitoring, and data routing
  • AI-assisted workflows could extract data from scanned financial statements
  • Customer service inquiries could be handled with AI support and human escalation
  • Sales and marketing could use AI agents for prospect research, newsletter content, and meeting scheduling

Ready to Turn AI Potential Into Practical Workflow Automation?

If your team sees AI opportunities but needs help finding the first workflows worth automating, you may not need another demo. You may need an AI Workshop that connects business processes, data readiness, and measurable return.
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