Financial ServicesDocument Intelligence

Legal & General use AWS AI to transform Customer Experience, Speed, and Productivity

Legal & General· United KingdomAmazon Textract · Amazon SageMaker

Legal & General's UK Retail Retirements Division modernized processing of more than 1 million paper pension documents per year by building Docusort, a document management solution using Amazon Textract and Amazon SageMaker to classify documents, extract data and update backend systems. The machine-learning-powered solution now processes 1,000 documents concurrently in 30 minutes, improving regulatory SLA compliance and enabling the division to redeploy five staff to other work.

Overview

Legal & General's UK Retail Retirements Division modernized processing of more than 1 million paper pension documents per year by building Docusort, a document management solution using Amazon Textract and Amazon SageMaker to classify documents, extract data and update backend systems. The machine-learning-powered solution now processes 1,000 documents concurrently in 30 minutes, improving regulatory SLA compliance and enabling the division to redeploy five staff to other work.

This entry has 13 published fields tied to exact passages in an immutable source capture.

Inspect the highlighted source

The challenge

Legal & General's UK Retail Retirements Division has 5.2 million workplace pension members who send in more than 1 million paper documents a year (about 5,000 pieces daily), each of which must be processed and responded to within a set regulatory SLA period. Its legacy scanning solution limited processing to the number of people handling the documents, and the division wanted a more efficient, scalable and cost-effective process.

The solution

L&G's UK RRD, with its local AWS team, built a proof of concept using Amazon Textract, then engaged AWS Professional Services to scale it into full production as Docusort, a cloud-focused document management solution. Docusort processes documents with Amazon Textract and Amazon SageMaker, classifying documents, extracting relevant datasets, and pushing that data to backend systems to update customer information.

Document IntelligenceMachine Learning

Reported business value

Using AWS, L&G can now process 1,000 documents concurrently in 30 minutes with a serverless architecture that scales up and down to meet workload, meeting SLA requirements more accurately and consistently, and the division has been able to redeploy five employees, improving business productivity.

Sources

Open any source and check the claim yourself — that is the point of the register.

This record was researched and written with AI assistance, and its claims were checked against the sources above. (EU AI Act art. 50 transparency notice.)

Related entries

Other financial services entries in the register.

All entries
Financial ServicesGenerative AIPublic Cloud

Navy Federal Transforms Service With AI

Navy Federal Credit Union is reshaping banking for military members by unifying data and leveraging generative and agentic AI on the Databricks Data + AI Platform. By embracing AI-augmented workflows and upskilling teams, Navy Federal delivers customized services while streamlining productivity through responsible change management and data readiness.

96/100HighPrimary source
Navy Federal Credit UnionDatabricks
Financial ServicesGenerative AIPublic Cloud

Banking Innovator bunq Supports Growth, Strengthens Security Using AWS

bunq, a Dutch neobank with over 11 million users across Europe, uses Amazon Bedrock for several generative AI use cases including summarizing new user data with large language models, removing the need for agents to process onboarding documents manually. Using Amazon Bedrock, bunq tripled user support process efficiency while maintaining over 90 percent accuracy. Sensitive data stays within bunq's AWS virtual private cloud, supporting GDPR and PCI DSS compliance alongside tools such as AWS CloudHSM, AWS Security Hub and AWS KMS.

100/100HighPrimary source
bunq· NetherlandsAmazon Bedrock · AWS CloudHSM · AWS Security Hub +1
Financial ServicesMachine LearningPublic Cloud

TBC Bank Operationalizes Trusted Data with Lakebase

TBC Bank, the largest banking group in the Caucasus region, built a Lakehouse on Databricks and adopted Lakebase and Databricks Apps to move from on-premises SQL Server instances and month-long reporting cycles to self-service analytics and AI-driven applications, including a web-based AI chatbot and AutoML-based credit risk scoring. Credit risk model deployment fell from 14 weeks to two days, and more than 600 users regularly query governed data through Genie.

96/100HighPrimary source
TBC Bank· GeorgiaDatabricks Platform · Lakebase · Databricks Apps +4
Financial ServicesFraud & Anomaly DetectionPublic Cloud

Worldline enables real-time insights for smarter merchant decisions with Databricks

European payment processor Worldline consolidated data from multiple acquisitions onto a Databricks medallion architecture with Delta Lake and Unity Catalog to unify over 50 billion annual transactions, reducing infrastructure costs by €200,000 per month, lifting team productivity 40%, and increasing scheme reporting speed 93%.

96/100HighPrimary source
WorldlineDelta Lake · Unity Catalog · MLflow

Was this helpful?

Your feedback helps us improve our use case database