Automating Document Processing in Financial Services with GenAI and AWS

Document Processing automation with AWS for Financial Services

Industry Challenge

Financial institutions and mortgage lenders process massive volumes of documents daily—loan conditions, application forms, credit reports, disclosures, and more. These documents are often diverse in format and content, and processing them manually is not only time-consuming and costly but also prone to human error.

The industry is under increasing pressure to:

  • Accelerate loan processing times without sacrificing accuracy.
  • Reduce operational costs in highly regulated environments.
  • Increase transparency, auditability, and compliance in decision-making workflows.
  • Scale document processing efficiently as volume fluctuates with market conditions.

The Solution: Intelligent Document Processing with DinoCloud and AWS

To meet these demands, DinoCloud, an AWS Premier Partner and AWS Generative AI Competency Partner, developed a scalable and secure GenAI-powered document processing solution for the financial services industry.

Built on Amazon Web Services (AWS) and leveraging Amazon Textract, Amazon Comprehend, and Amazon Bedrock, this solution automates the extraction, understanding, and review of financial documents—integrating seamlessly with existing Loan Origination Systems (LOS) or similar platforms.

Key Capabilities

  • 🧾 Automated Document Ingestion & Extraction: Supports multi-format document upload (PDF, DOCX, etc.) with automated text recognition and field extraction using Amazon Textract.
  • 🧠 Natural Language Interaction: Enables staff to ask questions about documents using a secure GenAI assistant powered by Amazon Bedrock.
  • 🧩 LOS Integration: Extracted data is automatically mapped and injected into the loan system via API, reducing manual input.
  • Compliance-Ready Workflows: Built-in validation layers, redaction mechanisms, and audit logs ensure regulatory alignment.
  • 🔁 End-to-End Orchestration: AWS Step Functions and Lambda automate each stage of the processing pipeline—scalable, observable, and maintainable.

AWS Architecture Components

  • Amazon Textract Analyze Lending: Automates classification and extraction of loan package documents.
  • Amazon Bedrock: Enables Retrieval-Augmented Generation (RAG) chat interactions over document content.
  • Amazon Comprehend / Comprehend Medical: Enhances understanding by identifying key entities in extracted text.
  • AWS Lambda + Step Functions: Orchestrate text extraction, redaction, and data injection pipelines.
  • Amazon S3: Stores original, redacted, and processed document artifacts.
  • Amazon SQS + EventBridge: Manage reliable, event-driven execution flows.
  • Amazon Cognito + IAM: Enforce secure access, user authentication, and role-based permissions.
  • Amazon CloudWatch + X-Ray: Provide full observability across the solution.

Business Impact

Lenders and financial institutions using this solution can expect:

  • 50%+ reduction in average document processing time
  • 🎯 95%+ accuracy in extracting key fields
  • 🧑‍💻 80%+ user adoption across loan processing teams
  • 🔐 Production-grade deployment with 99.9% uptime and full data security
  • 📉 Reduced operational cost and improved decision transparency

Conclusion

DinoCloud’s intelligent document processing solution is built to help financial organizations evolve from manual, error-prone workflows to fast, scalable, and compliant operations. By combining GenAI with AWS-native automation, lenders can improve both customer experience and operational efficiency—while maintaining the security, accuracy, and compliance their industry demands.

This is not just automation—it’s intelligent transformation.

GenAI-Powered Diagnosis Assistant for Healthcare Providers

Industry Challenge

In today’s healthcare landscape, clinicians are under pressure to interpret growing volumes of diagnostic data—labs, clinical notes, and imaging summaries—quickly and accurately. Yet, the manual review process is time-consuming, cognitively demanding, and prone to human oversight.

Across the industry, common challenges include:

  • Time-intensive analysis of diagnosis documents in varied formats.
  • High cognitive load leading to fatigue and variability in decision-making.
  • Limited access to intelligent, real-time tools for clinical support.
  • The need for secure, explainable AI that supports—not replaces—doctors.

The Solution: GenAI Diagnosis Assistant by DinoCloud on AWS

To address this need, DinoCloud, an AWS Premier Partner and AWS Generative AI Competency Partner, has developed a production-grade GenAI-powered diagnosis assistant for healthcare environments.Built on Amazon Web Services (AWS) and designed for HIPAA-grade security, this solution allows doctors to upload diagnosis documents and engage with an AI assistant that responds to natural language questions with grounded, accurate answers—helping accelerate diagnostic workflows while maintaining precision and compliance.

Key Capabilities

  • 💬 AI Q&A Interface: Physicians can ask questions like “What were the findings in the CT scan?” and receive intelligent, document-grounded responses.
  • 📂 Multi-Format Ingestion: Accepts PDF, DOCX, and TXT diagnosis documents via drag-and-drop or API.
  • 🔐 Compliance-Ready Architecture: Built with encryption, access control, and secure AWS services suitable for HIPAA environments.
  • Real-Time Performance: Delivers responses in under 3 seconds with full context memory across sessions.
  • 📤 Export Options: Enables doctors to download chat transcripts and supporting documents as PDF reports.
  • 🔁 Continuous Learning: Includes anonymized feedback loops to improve model relevance and accuracy over time.

Built on AWS: Scalable, Secure, and Explainable

The architecture uses a suite of AWS services, including:

  • Amazon Bedrock (Claude or Mistral): LLM engine for fast, contextual answers.
  • Amazon Kendra / OpenSearch: Indexes and retrieves relevant document content.
  • Amazon S3: Securely stores diagnosis files and generated exports.
  • Amazon Lambda & API Gateway: Orchestrate secure document processing and inference flows.
  • Amazon Cognito: Authenticates doctors and enforces secure access.
  • Amazon DynamoDB: Maintains patient context and session history.
  • Amazon CloudWatch + X-Ray: Tracks performance, latency, and audit logs.
  • Amazon SNS / SES: Sends alerts and session summaries to clinicians.

Business Impact

By deploying this solution, healthcare providers can:

  • Save valuable time during clinical assessments.
  • Reduce diagnostic variability and improve consistency.
  • Enhance physician support without disrupting workflows.
  • Maintain full control over patient data security and compliance.
  • Scale intelligent assistance across care teams and facilities.

Conclusion

This GenAI-powered diagnosis assistant illustrates how generative AI can meaningfully enhance the speed, safety, and quality of healthcare delivery.

Rather than replacing human expertise, the solution complements it—supporting clinicians in making more informed, efficient, and confident decisions at the point of care.

Optimizing workforce management with AI and the Cloud

Initial Challenge

A workforce management platform serving the construction and field services industry needed to enhance how it forecasted labor demand across active and future job sites. The platform’s users—project managers, field supervisors, and operations leaders—were relying on static data and manual estimations, resulting in labor mismatches, inefficient hiring cycles, and delayed project starts.

The company sought a solution that could deliver:

  • Accurate, daily workforce forecasts by role, trade, and location.
  • Predictive insights directly within the platform’s user interface.
  • Explainable AI outputs to increase trust and adoption.
  • Scalable performance across multiple concurrent projects.

Solution Delivered by DinoCloud Using AWS

To meet these needs, the company partnered with DinoCloud, an AWS Premier Services Partner, to design and deploy a production-grade workforce forecasting engine powered by Amazon Web Services (AWS).

Leveraging Amazon Bedrock, SageMaker, and other AWS-native services, DinoCloud built and integrated an AI solution that transformed the platform’s approach to staffing. The system generates daily headcount forecasts, automates alerts for workforce shortages, and enables proactive hiring strategies—delivered securely through the platform’s interface.

Results & Impact

The implementation was completed successfully, with all project success criteria met:

  • Forecast Accuracy: Delivered labor forecasts with a Mean Absolute Percentage Error (MAPE) under 15%.
  • Trade-Specific Precision: Achieved over 85% accuracy in matching predicted workforce needs to actual trade requirements.
  • Embedded Explainability: Integrated SHAP-based explainability features that helped users understand the drivers behind predictions.
  • Performance & Uptime: Maintained 99.9% service uptime and sub-5-second average response time for predictions.
  • Export & Alerts: Enabled CSV/PDF forecast exports and automated hiring alerts via Amazon SNS.
  • Automated Retraining: Implemented quarterly model retraining workflows using Amazon Step Functions.

Architecture Highlights

The solution leveraged the full power of AWS:

  • Amazon Bedrock: Used as the core inference engine for real-time, generative AI-powered predictions.
  • Amazon SageMaker: Supported fallback modeling and model versioning for regulated use cases.
  • AWS Lambda & API Gateway: Handled secure, event-driven forecast requests and logic.
  • Amazon S3 & DynamoDB: Managed training data, forecast results, and metadata storage.
  • Amazon Cognito: Secured user authentication and access control.
  • Amazon CloudWatch & X-Ray: Enabled full observability, SLA tracking, and auditability.
  • Amazon SNS/SES: Powered alert notifications for workforce gaps.

Conclusion

With DinoCloud’s guidance and AWS’s generative AI capabilities, the platform successfully evolved from a workforce tracking tool into a predictive labor planning engine. This not only enhanced operational efficiency but also gave field teams a strategic advantage by enabling proactive staffing decisions across diverse construction environments.

The project demonstrates how GenAI, when applied with the right architectural rigor, can solve highly specific business problems—delivering measurable impact in real-world, high-variability industries like construction.

About the initiative

Through DinoImpact, our Corporate Social Responsibility program, we joined the commitment to reduce the gap in access to the digital world. In line with our mission to create equitable opportunities, we established a partnership with Semillero Digital, a non-profit organization that trains and supports young people in vulnerable situations on their path toward digital employment.

What did we do?

We became a Bronze Sower company, which allows us to fund an annual scholarship for a young person to access training in digital skills and receive the necessary support for entering the workforce.

Results of the initiative

Through this scholarship, we invest in the education and professional growth of a new digital talent, bringing opportunities closer to those who need them most. With #PromotingEquity, we continue doing our part to build a more inclusive future.

https://semillerodigital.org/

About the Initiative

In March 2024, we set out to amplify the voice of our female collaborators and celebrate their impact in the tech world. Taking advantage of March 8th (International Women’s Day), we organized an inspiring talk for young students, where we shared firsthand what it’s like to be part of the exciting IT universe.

It was a space to exchange real-life experiences and motivate future generations to forge their own paths in the tech industry.

What We Did

In partnership with the Córdoba Mejora Foundation, we visited the Ipetym 101 High School in the city of Córdoba.

Participants included members of our Product team, Valeria Segalla and Florencia Olmos, as well as representatives from our People area, Victoria Riera and Ana Aciar.

We discussed the world of technology and all the opportunities offered by this ever-evolving sector. We explored the different areas and specializations within the IT field and shared ideas about changes in the job market, emphasizing flexibility, remote collaboration, and the growing demand for tech professionals.

Results of the Initiative

The event had a very positive impact on the 6th-year students and the teachers at the institution, who showed great interest in getting a closer look at our experience and obtaining valuable information about the IT sector job market. It was an enriching space where they could clear up their questions, delve into the various opportunities offered by the tech industry, and discover how to begin forging their own path.

For our female collaborators, participating as volunteers was an extremely rewarding experience. They not only had the opportunity to share their stories and expertise but also to inspire new generations to become part of the tech world.

About the Initiative

In November 2024, the Córdoba team joined the DinoImpact project and actively participated in planting native Cina Cina trees at Sarmiento Park, in collaboration with Forestatón. Check out the map and find the exact spot where DinoCloud contributed to environmental protection through this reforestation initiative.

Learn more about the initiative, its impact, and the organizations that teamed up to make it happen here. We also took part in their education and outreach activities, and we want our community to keep learning and taking advantage of the resources provided by Forestatón: find out more about Córdoba’s native species here.

Undoubtedly, this is an initiative we will bring to other provinces and places, expanding our commitment to the planet.

About the Initiative

As in previous years, we launched a solidarity campaign to support children as they head back to school. This initiative is part of one of our fundamental pillars, which seeks to create a positive impact and provide growth opportunities for those who need it most.

On this occasion, the beneficiaries were the students of the Piedras Blancas School, located in El Diquecito, La Calera, Córdoba. Thanks to the collaboration of our team and the commitment of everyone who participated, we managed to gather school supplies and essential materials so that the students could start the school year with everything they need to learn, grow, and dream big. This act of solidarity motivates us to continue working towards a fairer and more inclusive future, where education serves as a catalyst for social transformation.

What We Did

We organized a solidarity collection among our collaborators, who had the opportunity to participate in different ways. They could bring school supplies directly to our Córdoba office, where the collection was centralized, or make a monetary donation through Mercado Pago or bank transfer. With the funds raised, we moved forward with the purchase of additional school supplies, thus expanding the scope of our support and ensuring that students received everything needed to start the school year with enthusiasm and motivation. This initiative once again demonstrated our team’s commitment and solidarity in making a positive impact on the community.

Initiative Results

  • Funds Raised via Mercado Pago: $72,899 ars
  • School Supplies Collected: 1 kit with various school items
  • Dino’s Contribution: $420,000 ars
  • Total Donation: Various school supplies to meet the specific needs of the children and the school, including:
    • 50 ruled and grid notebooks
    • 60 acrylic paints with brushes
    • 10 boxes of colored pencils
    • 60 black pencils
    • 15 backpacks
    • Donated school supplies kit

The impact of this initiative was extremely positive, directly benefiting 60 children who attend the Piedras Blancas School. Thanks to the commitment and solidarity of our collaborators, we were able to provide them with the resources needed to start the school year with enthusiasm and better learning tools. This action not only alleviated part of the family burden in going back to school, but also reinforced our commitment to education and community development.

DinoCloud at AWS re:Invent

AWS re:Invent 2024 was much more than a tech event; it was a gathering where the future of cloud development, artificial intelligence, and digital sustainability took shape. Over the course of a week in Las Vegas, we connected with experts, leading companies, and partners like us to share an immersive experience filled with learning, innovation, and collaboration.

As every year, AWS dedicated much of the event to unveiling a series of announcements that will redefine how organizations leverage the cloud and artificial intelligence in 2025. In this new #DinoBlog, we explore the most significant launches set to shape the next technological era.

The transformative power of artificial intelligence

AWS reinforced its commitment to artificial intelligence with announcements aimed at making it more accessible, scalable, and efficient:

  • Amazon Bedrock received a major update, now supporting more foundational models. This provides businesses with greater flexibility to choose and customize the models that best fit their specific needs.
  • CodeWhisperer AI 2.0: the code generation tool took a big leap forward by adding multi-cloud support and new programming languages, making it more inclusive and functional for developers across various platforms.
  • GenAI Workflow Studio: a solution designed to streamline the adoption of generative AI, enabling organizations to design workflows without requiring advanced data science skills.

AWS also introduced improvements to Amazon SageMaker, creating a more user-friendly environment for experimenting with and training AI models.

Hybrid and edge architectures: toward limitless connectivity

Recognizing that the future is hybrid and multi-cloud, AWS introduced solutions to optimize operations across diverse environments:

  • AWS EdgeOps: a suite empowering businesses to operate and manage edge applications more efficiently, with advanced monitoring and dynamic scalability.
  • QuickSight Omni: breaks barriers by extending analytics capabilities to data hosted outside of AWS, seamlessly integrating hybrid and multi-cloud platforms into a single interface.
  • Amazon VPC Lattice Enhancements: new features that streamline the deployment of microservices architectures, optimizing connectivity between private networks and multi-cloud resources.

Security as a strategic priority

In an increasingly digital world, AWS strengthened its commitment to security with solutions that simplify data protection and ensure regulatory compliance:

  • AWS DataSafe: a tool that automates data encryption, detects vulnerabilities, and provides real-time reporting to help meet international regulations.
  • IAM Policy Advisor: an AI-driven solution to optimize access policy management, reducing human error in permission configurations.

Toward a greener, more sustainable cloud

Sustainability was a key theme at re:Invent 2024, with AWS unveiling innovations to reduce the environmental impact of workloads:

  • GreenCompute: enables users to analyze the energy consumption of their cloud operations and offers recommendations to optimize resource usage.
  • Amazon WindFarm API: a platform connecting renewable energy projects with cloud operations, maximizing energy efficiency in real time.

What this means for businesses

AWS made it clear that the path to 2025 is shaped by the convergence of artificial intelligence, sustainability, and hybrid architectures. These announcements not only provide advanced tools but also present a unique opportunity for businesses to innovate, reduce costs, and scale their operations.

DinoCloud in this landscape

As an AWS Premier Partner, DinoCloud is more excited than ever to integrate these solutions into our services and projects. Each announcement from AWS allows us to continue delivering enhanced and tailored solutions to our partners and clients.

AI in the future of SME banking

Small and medium-sized enterprises (SMEs) account for 99% of all companies in the European Union and the United States. However, accessing adequate banking services and financing has long been a challenge for many of them. This is partly due to economic challenges and the legacy infrastructure many banks operate with, making it difficult to capitalize on the opportunities presented by this market.

But how can banks seize this opportunity while offering efficient and personalized services? The answer lies in artificial intelligence (AI) and machine learning (ML), technologies that are revolutionizing how financial institutions manage and serve their clients.

A challenging market with high potential

According to a recent analysis by the International Finance Corporation, 40% of micro, small, and medium-sized enterprises worldwide struggle to access credit. This sector faces a global financing gap of around $5.7 trillion. However, banks that manage to close this gap could reap enormous rewards.

Clemens Mueller, head of the banking platform George Labs at Erste Group, notes that “the SME market is significant and presents an untapped opportunity for many banks.” Historically, SMEs have valued personalized service and close relationships with their account managers, but technological advances now allow banks to provide this level of attention more efficiently and at scale.

Artificial intelligence as the key to transforming banking services

Artificial intelligence and machine learning are helping banks optimize their processes, reducing manual work and enabling high-quality experiences for SMEs more efficiently. A notable example is Banorte’s banking system in Mexico, which has implemented Maya, a virtual assistant capable of managing inquiries and executing financial transactions. Solutions like this not only improve the customer experience but also reduce the workload of relationship managers, allowing them to focus on more complex issues.

Empowering relationship managers with AI:

One of the first steps many banks are taking is implementing AI tools to support relationship managers behind the scenes. These solutions allow them to quickly access the information they need to respond to customer inquiries, optimizing response times and improving the accuracy of information provided.

According to Susan Davies, head of business banking at Santander UK, “AI solutions can quickly provide information to our employees, helping them feel empowered and enhancing the customer experience.” Additionally, Zoltan Illes, executive director of micro and small enterprise business development at MBH Bank in Hungary, comments that AI can significantly reduce the cognitive load on employees, making their work more efficient.

AI and service personalization:

One of the biggest challenges in SME banking has been offering personalized service at scale. However, with the use of AI, banks can better segment their customers, creating micro-segments with common behaviors and thus achieving a more tailored service.

“If AI helps us achieve dynamic segmentation, we can maximize the impact of the service model,” notes a strategy director for small business banking in Greece. This personalization not only improves the customer experience but also directly impacts loyalty and profit margins for banks.

Optimizing lending operations:

Another key area where banks are seeing significant results is in optimizing lending operations. AI and ML allow banks to accelerate risk assessment and decision-making processes, resulting in faster access to credit for SMEs. Dominic Provencal, head of business banking at Mauritius Commercial Bank, explains that thanks to AI-based credit scoring models, they can offer financing to their customers in just minutes.

Building ecosystems with AI:

The creation of ecosystems is another emerging trend in SME banking, where banks leverage AI to integrate external data that enhances personalization and customer engagement. “Developing capabilities beyond banking is where the magic happens because it adds real value for customers,” says Susan Davies from Santander.

The future of SME banking

As banks continue to adopt AI-driven solutions, they are building a future where SMEs will have faster, more efficient, and more personalized access to financial services. These technologies are not only helping banks optimize their operations but also enabling them to offer a “white-glove service” that once seemed impossible to achieve at scale.

In a context where access to credit is increasingly critical for the survival and growth of SMEs, banks that know how to leverage the capabilities of AI and machine learning will be better positioned to close the financial gap while generating long-term loyalty and value.

In conclusion, AI and ML are not just technological tools; they are the key to transforming SME banking, allowing banks to better serve their clients, improve profitability, and, most importantly, close a global financing gap that affects millions of businesses worldwide.



18 September 2024

DinoCloud Welcomes Kurt Hopfer as Chief Delivery Architect to Lead North America Growth

DinoCloud announced today that Kurt Hopfer will be joining the company as Chief Delivery Architect leading business development, revenue growth, and operations for North America. His arrival represents a strategic milestone for DinoCloud, enabling us to enhance our offering for clients, gain a deeper understanding of their needs, and deliver services that truly position us as their strategic partner. This step is particularly important as we project significant growth in North America in the coming years.

As a chief technologist, Kurt brings over 20 years of experience guiding companies through cloud adoption and digital transformation. He has successfully led complex migrations and modernization efforts for global organizations in key verticals such as financial services, retail, healthcare, and manufacturing. His primary focus is on translating desired business outcomes into technical solutions leveraging Amazon Web Services (AWS) services and cloud-native technologies. Kurt will be partnering closely with AWS and other strategic partners to drive new opportunities for growth and innovation.

Kurt will be partnering closely with AWS and other strategic partners to drive new opportunities for growth and innovation. At DinoCloud, innovation and growth are part of our DNA, and we are constantly striving to stay in tune with the evolving needs of the market and our clients. With Kurt’s leadership, we are committed to maintaining our position at the forefront of the industry, ensuring that our solutions are always aligned with market demands and continue to deliver exceptional value to our clients.

About DinoCloud

DinoCloud is a leading AWS Premier Partner company in Latin America, formed by teams of professionals with the main objective of accompanying each of its customers to walk the path of learning and implementation of technology trends worldwide. It has success stories in different industries including: healthcare, financial services, transportation and logistics, e-commerce, software as a service and telecommunications, being official partners of the main cloud providers, and one of the most important AWS consulting partners in Latin America.