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5/22/2025

Auquan helps financial institutions save 50,000+ hours with Microsoft Azure OpenAI

Finance industry professionals spend most of their time manually processing unstructured data and writing reports, greatly limiting the scale and speed of what they can accomplish.

Auquan's autonomous AI agents, powered by Microsoft Azure OpenAI, streamline financial workflows, complete them independently eliminating manual effort and freeing professionals to focus exclusively on high-impact strategic work.

This transformation eliminates up to 95% of manual effort, saving financial institutions 50,000+ hours and reducing costs by 50%. More importantly, it fundamentally changes how finance professionals work—shifting from data processing to strategic analysis and decision-making that creates genuine impact.

Auquan
Shub Jain, Co-Founder and CTO, Auquan

“With Microsoft's cloud and AI solutions, we've developed autonomous agents that don't just integrate into workflows—they complete complex financial tasks independently, fundamentally changing how professionals work and what they can accomplish.”

Shub Jain, Co-Founder and CTO, Auquan

Auquan is an AI innovator transforming the way the financial industry works. By leveraging advanced AI agents, the company helps organisations process complex, unstructured data, streamline mission-critical workflows and eliminate time-consuming, manual effort.

Already trusted by 40 percent of the world’s top 50 financial institutions, Auquan saves thousands of hours, empowering teams to move faster, work smarter and focus on high-impact decisions.

Driven by a commitment to continuous innovation, Auquan partnered with Microsoft to push the boundaries of AI even further, redefining the future of financial services.

Making data work for you, not against you

The financial industry runs on data, but for many professionals, sifting through vast, unstructured information is a constant uphill battle.

"There is a lot of work across finance - private equity, asset management, investment banking - where someone has to manually comb through unstructured data spread across a variety of different formats," explains Chandini Jain, Co-Founder and CEO of Auquan.

Analysts, portfolio managers and investment teams can spend hours, often days, extracting relevant details. Auquan set out to change this reality. Instead of financial professionals drowning in routine data processing, the company envisioned a future where AI agents handle the heavy lifting and writing reports, allowing teams to focus on the meaningful work they enjoy: “We believe minds are made to perform, not grind. Azure OpenAI Service powers our autonomous AI agents that eliminate manual effort in complex finance workflows, liberating professionals to focus on work that creates real value and impact,” says Chandini Jain.

Powering finance with the technology it trusts

From its early days, Auquan was built to solve a problem its founders knew firsthand. Having experienced firsthand the limitations of manual data processing, they recognised the need for a solution that could work independently to handle complete workflows—not just assist with tasks—while maintaining reliability, security, and seamless integration.

With most of the industry already operating on Microsoft technology, partnering with Microsoft became the clear choice.

"Everyone in finance is essentially a Microsoft shop," says Chandini Jain. "Even outside of cloud infrastructure, Microsoft 365 is the primary interface for financial professionals. So it made sense for us to align with a platform our customers already know and trust."

Revolutionising financial efficiency

Powered by Microsoft, Auquan has generated over 3,300 due diligence reports in the past year alone, saving financial institutions more than 50,000 hours of manual work:
 

  • A private equity firm with €10B+ AUM reduced investment committee memo preparation from 40 hours to 20 minutes.

  • A global private equity firm with $180B+ AUM slashed credit portfolio review time from 20 hours to 30 minutes​.

  • A European bank automated the monitoring of 2,700 active credits, turning a week-long process into five to ten minutes.

  • A Top 20 global bank saves one to two days per memo through real-time AI insights​.

The impact is about speed, but equally as important, it’s about real, measurable results that transform financial operations.

"This is the first time I've seen AI truly deliver in asset management," reflects a Portfolio Manager at a Top 10 asset management firm by AUM. "It works remarkably well and produces real, tangible results."

“Microsoft Azure OpenAI has been instrumental in our mission to transform the way financial services works. Together, our autonomous agents are eliminating thousands of hours of manual effort so professionals stay focused on the meaningful work that originally attracted them to the industry.”

Chandini Jain, Co-Founder and CEO, Auquan

From overwhelming workloads to instant intelligence

With such significant time savings, Auquan is rewriting the rules of the financial industry.

"Having these reports pre-written is a huge advantage,” explains the Head of ESG at a Top 5 wealth management firm​. “Our analysts can spend less time gathering information and more time developing insightful conclusions."

For finance teams, whilst these efficiency gains save time, they reshape the way work is done, eliminating repetitive tasks and allowing professionals to focus on analysis, strategy and decision-making.

"Auquan allows us to do the work of judgement and analysis rather than data collection. It bridges the access gap as well as the speed gap," says the Head of Sustainability at a private equity firm managing $30B+ in AUM​.

"This isn't about making people 10–20 percent faster or more efficient," adds Shub Jain, Co-Founder and CTO of Auquan. "We're fundamentally transforming what's possible. It's a completely different paradigm of what financial professionals can accomplish."

The power behind Auquan’s AI agents

Developing AI agents that perform financial work at scale requires powerful technology and also the right architecture, security and efficiency. Deeply integrated with Microsoft Azure, Auquan’s AI platform enables financial institutions to handle complex workflows, extract insights faster and make informed decisions with confidence.

At the heart of Auquan’s solution is a super-agent architecture, which orchestrates multiple specialised AI agents to autonomously complete entire workflows. Whether generating investment memos, credit reviews or compliance assessments, these agents ingest, structure and analyse data, turning messy, unstructured information into clear, actionable insights and ready-to-review reports. “With Microsoft's cloud and AI solutions, we've developed autonomous agents that don't just integrate into workflows—they complete complex financial tasks independently, fundamentally changing how professionals work and what they can accomplish," comments Shub Jain.

To ensure speed, accuracy and compliance, Auquan powers its agents with a range of Azure AI and cloud services:
 

  • Azure OpenAI drives advanced language models that extract insights from millions of financial documents.

  • Azure AI Search structures and indexes unstructured data, making retrieval instant and precise.

  • Azure Cosmos DB and Azure Files provide secure, high-performance storage, ensuring financial datasets remain protected and easily accessible.

Shub Jain highlights the impact of the collaboration:

"With Microsoft’s cloud and AI solutions, we’ve created a system that financial professionals can rely on, seamlessly integrating into their workflows and eliminating inefficiencies.”

Bringing back the joy of finance

Time savings in finance aren’t just about efficiency and growth - they fundamentally change how people feel about their work.

"Imagine graduating from a top university, joining a private equity firm, excited to work on groundbreaking deals," emphasises Chandini Jain. "But instead, you’re buried under 500 documents, running endless searches to find basic information."

This work can be frustrating, it drains creativity, reduces job satisfaction and prevents people from doing the high-impact work they were hired for.

By eliminating tedious, manual data processing, Auquan is helping finance professionals reclaim their time and focus on work that truly matters.

"We’re not just making companies more productive; we’re making work better for people," says Chandini Jain. "The difference is like the industrial revolution - before, people spent endless hours weaving fabric by hand. Machines didn’t just make production faster; they freed people to focus on design, innovation and craftsmanship. That’s exactly what AI is doing for finance."

Driving more benefits with Microsoft’s support

Beyond cutting-edge technology, Microsoft’s continued support has been instrumental in helping Auquan scale smarter, optimise performance and unlock even greater efficiencies.

As Auquan expanded its AI-powered automation, Microsoft provided strategic guidance on how to architect its infrastructure efficiently.

"Microsoft has helped us think through the best way to scale our AI services," explains Chandini Jain. "Rather than just adding more infrastructure, their guidance helped us optimise how we use Azure, so we can deliver maximum performance while staying efficient."

Additionally, Auquan was selected for Microsoft’s UK GenAI Accelerator, a prestigious programme supporting the most promising AI startups. This provided direct access to Microsoft AI specialists, mentorship and advanced cloud resources, accelerating Auquan’s ability to bring cutting-edge Agentic AI to the financial sector.

Cutting costs without compromising performance

With AI-powered workflow completion, Auquan has helped financial organisations cut costs by over 50 percent.

Traditionally, firms relied on multiple third-party data vendors and spent significant analyst hours sifting through volumes of data and compiling reports. By automating these processes, Auquan consolidates workflows into a single, cost-effective system, enabling firms to evaluate more deals and scale operations without increasing costs.

"Instead of hiring more analysts or relying on multiple vendors, our customers now have a single AI-powered system that does it all," explains Chandini Jain.

Security and compliance at the core

Security and compliance are non-negotiable in financial services, where firms handle vast amounts of sensitive financial data. To meet the highest security and regulatory standards, Auquan has built its Agentic AI platform on Microsoft’s Enterprise Data Protection, ensuring that financial institutions can trust AI without compromising security.

"Telling our customers that we are protected by Microsoft’s Enterprise Data Protection gets us 80 percent of the way through security approvals," explains Shub Jain.

With Azure’s built-in security protocols, Auquan delivers end-to-end data protection, ensuring that information at rest and in transit remains secure. Financial firms also retain full control over data residency, as Azure enables dedicated deployments in specific regions.

"Azure allows us to deploy AI agents at scale while maintaining full control over security and data residency, which is critical for our financial clients," says Shub Jain.

Expanding AI’s reach in finance

Auquan’s journey is just getting started. The next phase of growth focuses on expanding Auquan’s AI capabilities to address even more critical financial workflows. “Microsoft Azure OpenAI has been instrumental in our mission to transform the way financial services works. Together, our autonomous agents are eliminating thousands of hours of manual effort so professionals stay focused on the meaningful work that originally attracted them to the industry," says Chandini Jain.

The newly launched Sustainability Agent and Risk Agent are prime examples of AI-powered automation transforming financial workflows, streamlining sustainability due diligence and regulatory reporting. And this is just the start. Additional AI agents are being developed for compliance, credit analysis, portfolio reporting and investment screening, further reducing tedious manual work and empowering financial professionals.

"Our AI agents have already proven how much time and effort can be saved and we are now looking at expanding into new areas where manual work is still slowing teams down," says Chandini Jain.

Seamless integration with Microsoft’s ecosystem is another major priority. Auquan is embedding its AI solutions directly into Teams, Outlook, Word and PowerPoint, allowing professionals to generate reports from within their workflow. Instead of navigating to a separate application, users will be able to trigger AI-powered processes from an email, a Teams message or even a PowerPoint slide, making AI-powered financial intelligence more accessible than ever.

Looking ahead, Auquan is also exploring the next evolution of AI interaction, moving beyond traditional point-and-click interfaces to voice-driven AI interactions. The future could see financial professionals speaking directly to AI agents to generate insights and streamline workflows effortlessly.

"We are only scratching the surface of what AI can do in finance," concludes Chandini Jain. "With Microsoft’s technology and support, we are making financial work faster and are redefining how professionals interact with data, make decisions and ultimately shape the future of the industry."

“We’re not just making companies more productive; we’re making work better for people.”

Chandini Jain, Co-Founder and CEO, Auquan

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