Generative AI: How Catálise Investimentos Reduced Document Analysis Time by 80%
Mid-sized
Financial Services
Brasil
Mid-sized
Brasil
Financial Services
Founded in 2015 and headquartered in Curitiba, Paraná, Catálise Investimentos is the largest independent manager of structured funds in Southern Brazil. With over BRL 11 billion in assets under management and BRL 48 billion in transaction volume, the company manages more than 150 active funds, focusing on delivering fast, high-quality information to its business areas.
The Challenge
One of the most critical and costly processes for Catálise was the analysis of legal documents. This work was performed manually, requiring hours of technical reading to cross-check sensitive data such as fees, returns, and updated pricing.
Operating in a highly regulated market, data security and confidentiality were the main barriers to adopting new technologies. The company was looking for a solution that could increase the productivity of the legal team without compromising compliance and the protection of sensitive information.
The Solution
In partnership with CloudDog, Catálise developed an intelligent chatbot based on Amazon Bedrock. The solution uses a Retrieval-Augmented Generation (RAG) architecture and the Claude 3.5 Sonnet language model, enabling the AI to analyze exclusively the documents stored in the company’s own database, ensuring privacy and accuracy.
In addition to the AI implementation, Catálise contracted CloudDog’s Managed Services. This ensures that the entire environment—including Amazon Aurora, DynamoDB, Lambda, and S3—is continuously monitored and optimized, allowing Catálise’s IT team to focus on business strategy while CloudDog ensures governance, security, and cloud infrastructure availability.
Solution Architecture
Main services used:
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AWS Lambda
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Amazon Bedrock
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Amazon S3
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Amazon DynamoDB
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Amazon API Gateway
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Amazon Aurora PostgreSQL
Results and Benefits**
The solution went live in early 2025 and delivered immediate impacts on the asset manager’s operational efficiency:
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80% reduction in the time required to analyze documents such as contracts and regulations.
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60% reduction in the need for full manual document reading.
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Average savings of 25 hours per month per legal team member.
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Increased accuracy, with a 70% reduction in errors caused by misinterpretation of text.
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Full ERP integration, allowing the chatbot to operate directly within the company’s management system.
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Governance and specialized support through CloudDog’s Managed Services.
“Meeting security requirements was fundamental to choosing AWS, whose platform offered exactly what we were looking for.” — Pedro Deguchi, IT Manager at Catálise Investimentos.
