OM
OCRMatrix Automation Suite
Industry Playbooks

Automation blueprints for high-impact teams.

OCRMatrix powers document intelligence, virtual try-ons, and banner generation across finance, retail, healthcare, logistics, and marketing. Explore tailored workflows and success metrics for each vertical.

Finance & Banking

Accelerate underwriting, KYC, and portfolio reviews.

Banks and lenders automate due diligence by combining OCR extraction, virtual try-on promos, and banner campaigns for cross-sell programs.

OCR Drives Accuracy

  • Onboard borrowers with automated income & ID verification.
  • Parse bank statements, pay slips, tax forms and push data into LOS/CRMs.
  • Export audit-ready docs for compliance with Markdown + CSV dual exports.

Marketing Automation

  • Deploy banner creatives for loan promotions or card upgrades.
  • Use virtual try-on to showcase lifestyle rewards and card benefits.
  • Track credit usage to align marketing spend with portfolio growth.
Retail & Commerce

Launch product stories that sell themselves.

Merchandisers, creative teams, and performance marketers collaborate in OCRMatrix to prepare catalogs, create try-ons, and ship campaigns.

Retail innovation lab visual showing OCRMatrix powering merchandising, try-ons, and marketing

Merchandising Ops

  • Process vendor line sheets, map attributes, and import into PIM.
  • Generate try-ons for new drops, clearance, and influencer collaborations.
  • Share previews with buyers; lightbox supports remote approvals.

Campaign Execution

  • Create seasonal banners with Gemini; keep brand palettes & fonts locked.
  • Use request summaries to allocate design resources by performance.
  • Export final art in platform-specific ratios and push to ad managers.

Outcome spotlight

Trendware reduced photo shoots by 48%, produced 3.8K banners, and grew PDP conversion by 24% using the joint try-on + banner pipeline.

Healthcare & Insurance

Trustworthy automation for regulated workflows.

Providers and insurers rely on OCRMatrix to digitise claims, prior authorisations, ID cards, and campaign assets for patient engagement.

Claims & forms

Template library supports CMS-1500, UB-04, and custom admission forms. Markdown output converts to DOCX for medical review, while CSV feeds claim systems.

Member engagement

Banner hub crafts education campaigns; try-on studio helps health plans showcase wearable/device programs with real people.

Logistics & Manufacturing

Keep freight, factories, and field forces in sync.

OCRMatrix digitises handwritten notes, generates training visuals, and feeds analytics so operators can react quickly.

Logistics and manufacturing orchestration illustration powered by OCRMatrix

Operational IQ

  • OCR workflows push structured data into WMS/TMS via CSV/XLSX.
  • History search surfaces previous exports for audits and reprints.
  • APIs let you trigger OCR from scanners or internal apps.

Workforce enablement

  • Banner hub creates shift briefings, safety posters, and signage.
  • Virtual try-on used for uniform customisation previews.
  • Credits and reporting centralise spend across plants.
Cross-functional wins

Finance meets creative, ops meets growth.

OCRMatrix aligns departments with shared credits, export logs, and dashboards. Whether you are in risk, marketing, or operations, each product connects to the same governance layer.

Finance

Reconcile credit spend, download CSV exports, and audit user activity.

Operations

Digitise workflows, monitor device logs, and connect with ERP/CRM.

Creative

Approve try-ons, iterate banners, and reuse prompts across campaigns.

Growth

Track performance metrics, align with credit plans, and ship assets faster.

Plan next steps

Co-create your automation roadmap.

Book a discovery session with our solution architects. We'll map OCR, try-on, and banner opportunities across your workflows and pilot within weeks.

Implementation specialists available in North America, EMEA, and APAC.