CreditSeer product overview

Product Design

CreditSeer

My Role Product Designer
Timeline June 2024 – May 2025
Impact Reduced time taken to summarize and analyze credit documents using a RAG chatbot, resulting in a 40% increase in analyst productivity

An AI-assisted platform to parse credit agreements into a structured, explorable dashboard helping financial professionals quickly surface, review, and ask information they need.

Reduces time spent on tedious searches in individual loan documents using a RAG chatbot, providing seamless and verifiable access answers.

Key Achievements

Automated, Structured Extraction

Leverages template-based AI framework to extract data from credit agreements and present it in standardized dashboard aligned with how financial professionals seek information.

Streamlined Review Process

Accelerates review time minimizing human error and freeing analysts for higher-value analysis tasks.

Cost Effective

Designed to integrate smoothly with existing workflows, accessible to institutions of all sizes without heavy computational costs.

Contextual, Explainable Insights

Surfaces verifiable, auditable data linked directly to source clauses, reducing manual interpretation and boosting user confidence.