How AI Cut Document Processing Time by 80% at a $794M Wealth Firm

How AI Cut Document Processing Time by 80% at a $794M Wealth Firm

TLDR: Shade Tree Advisors, a $794 million multi-family office, deployed EtonAI across three document workflows and cut custodian statement processing from over 8 minutes to roughly 2 minutes per document — an 80 percent reduction. The rollout was phased, measured, and built on the most repeatable workflows first, not the hardest ones.

How one wealth firm cut document processing time by 80 percent