How CACEIS analyzes large quantities of financial data with machine learning through ProcessMaker IDP.

CACEIS Logo Name: CACEIS Sector: Finance & Insurance Sector: Intelligent Document Processing

Highlighted Processes

  • Reduce manual review of incoming data
  • Improve relationships with asset managers with cleaner reports
  • Maintain the highest standard of data quality

“In our ambitions to scale up our service, we have sought to add efficiency to the high volumes of data we process, whilst maintaining our high data quality standards. ProcessMaker IDP helps us achieve just that.” SCOTT FOSTER Product Specialist, CACEIS


CACEIS is the asset servicing banking group of Crédit Agricole and Santander, dedicated to asset managers, insurance companies, pension funds, banks, private equity, real estate funds, brokers, and corporate clients. With assets under custody of €4.6 trillion and assets under administration of €2.4 trillion, CACEIS is a European leader in asset servicing and one of the major players worldwide.

CACEIS prides itself on gathering clean, accurate data so its clients can confidently review cost reports. Scaling operations comes with a greater influx of data. The organization worked with ProcessMaker IDP to improve data governance in collecting and processing data consistently across its pension scheme clients and underlying investment managers.

The industry has introduced several initiatives to standardize data, like CTI templates, that aid in evaluating pension fund performance and value. But for CACEIS, 80% of the information they process requires manual vetting. As it scaled operations, it became critical for its team to find new ways to expedite data analysis and review.


With ProcessMaker’s machine learning technology, the ground analyst team at CACEIS can more efficiently review and rectify inaccuracies in incoming data. ProcessMaker IDP can automatically extract critical information from unstructured documents that fall outside the capabilities of a template, such as:

  • Images
  • PDFs
  • Emails
  • Forms
  • Presentations

The Value Created

Intelligent document processing helps CACEIS extract and analyze large volumes of data with increased speed and accuracy. With more robust data feeding greater cost transparency, total cost governance, and benchmarking, CACEIS can place accurate reporting into the hands of asset owners and trustees. The valued insight helps them make better-informed decisions—increasing customer satisfaction and cultivating lasting client relationships.

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