InvestLens by DevDash Labs
2024AWS-Powered Document Intelligence
Automated investment deck generation using Amazon Kendra, AWS Bedrock, and S3 storage for financial document analysis and synthesis.
Automated solution leveraging Amazon Kendra, AWS Bedrock, and S3 storage to transform voluminous financial documents into professional investment decks, reducing processing time by up to 70%.
Revolutionizing Financial Document Processing
The Investment Deck Generation System addresses one of the most time-intensive challenges in financial services: creating comprehensive, accurate investment decks from vast collections of financial, legal, and market documents. This solution transforms weeks of manual work into an automated pipeline that delivers consistent, professional results.
The Challenge
Manual creation of investment decks from diverse financial and legal documents is labor-intensive and prone to errors. Financial institutions process hundreds or thousands of documents under tight deadlines, making manual processing impractical while risking inconsistencies and delays in critical decision-making.
Technical Architecture
Document Ingestion and Intelligent Retrieval The system uses Amazon Kendra with S3 connectors to index and retrieve relevant content from structured document repositories. Client-specific metadata ensures secure data segregation in multi-tenant environments while enabling precise, contextual retrieval.
Multi-Client Data Security Hierarchical S3 bucket structures combined with Amazon Kendra's Custom Document Enrichment automatically assign client-specific metadata based on folder paths. This ensures strict data segregation and compliance with access policies while optimizing costs through a single Kendra index.
AI-Powered Analysis and Synthesis Retrieved text chunks are processed through specialized Amazon Bedrock flows, each designed for specific deck sections:
- Executive Summary Analysis Flow
- Company Overview Analysis Flow
- Financial Overview Analysis Flow
Each flow uses predefined prompts to ensure consistency and relevance while allowing customization for different use cases.
Professional Document Generation The system aggregates outputs from all Bedrock flows into cohesive summaries, then formats them into professional PDF or PPTX presentations ready for executive consumption.
Key Features
Scalable Processing: Cloud-based architecture handles large document volumes without performance degradation.
Contextual Accuracy: Retrieval-augmented generation (RAG) ensures all insights are grounded in actual document content with source attribution.
Workflow Integration: Designed to fit naturally into existing financial analysis workflows with minimal disruption.
Quality Assurance: Built-in validation mechanisms address LLM hallucination risks and ensure factual accuracy.
Business Impact
70% Time Reduction: Automated workflows significantly reduce deck creation time from weeks to hours.
Enhanced Consistency: Standardized processes eliminate human error and ensure uniform quality across all decks.
Improved Decision Speed: Faster deck generation enables more rapid investment decisions and deal execution.
Cost Optimization: Reduced manual effort translates directly to operational cost savings.
Innovation in Practice
This system demonstrates the practical application of cutting-edge AI technologies to solve real-world financial challenges. By combining retrieval, analysis, and formatting capabilities into a unified pipeline, we've created a solution that enhances rather than replaces human expertise.
The platform represents our commitment to building AI solutions that deliver measurable business value while maintaining the accuracy and reliability that financial services demand.
Future Evolution
Our roadmap includes enhanced industry-specific analysis, expanded document format support, and deeper integration with existing financial technology stacks. The goal is to create the definitive platform for automated financial document processing across the investment lifecycle.