Comprehensive information extraction from Balance sheets, profit and loss statements, notes within balance sheets as well statutory and audit reports to help analyst deliver faster and better output.
Credit agreements are usually large documents, specific information is required to be extracted, like terms of the loan, structure, caveats etc. This information is automatically extracted helping the analyst focus on more value add work
Real time news affects the price of a underlying stock or bond, it is imperative to be able to react to news and events as soon as possible. A system to collate information on all positions to keep traders informed was critical and key..
Automate creation of models by collating information, from filings, news, MD&A, notes, pricing feeds etc. This helped analyst focus on more value add research instead of spending time collating and feeding data to the model
Gauging the sentiment of an organization or a materially important event, or management is critical to understand price movements of the company stock. Sentiment analysis helps gauge a pulse of the market in general to pre determine any opportunities to buy or sell
Understanding the exposure of a large portfolio to de risk against eventualities is very valuable for fund. Analyzing the positions and look for concertation risk in terms of sector, geography, industry, type of investors etc. helps risk teams suggest solutions
Read trader emails, mentioning trades done for the day, create a trade blotter based on these trades and auto match with the risk system to through out any breaks
Reconciliation across, trade, cash, position etc. can be tedious and time consuming. Also it requires high level of accuracy, the whole process is automated to reconcile, with gains in efficiency, productivity and control
Post reconciliation, automatically identify breaks within the trades. These breaks are automatically resolves based on certain rules and through machine learning from historical solutions
Improve product mix through the use of analytics. Pairing of right products with right customers to improve efficiency of sales process. Also develop new products based on client needs in minimum time
Intelligent automation to extract information from trade confirmations. This data was automatically consumed to reconcile trades with brokers systems
There are multiple challenges with reference data, the usage of the data and managing the data. Firms needs to constantly update their data in multiple systems across counterparties, clients, securities etc. The intelligent solution can assist in maintaining control on usage and cost
Automated solution to improve efficiency and reduce errors in Trade Booking Errors, Interpreting Trade Information, Capturing Trade Information, Matching the trades etc. Also enriching the data based on rules
Automated solution to create standard templates, collate SSI information from PDF, , create reports for projection and workflows for the team to monitor the settlement process
Collate information from various sources, create metrics, consume internal and external reports to create master file. It can also set up workflows with validations to improve reporting accuracy
CSA need to be adhered to which requires extracting information from them. These CSA are updated regularly which results in a continuous monitoring process of updating the terms. Apart from this there is a need to calculate and reconcile data for collateral purpose
Enhanced customer experience by automating KYC process and updating AML information as well. Also track the email received, store the data and parse the data into the system for further review
Whole task is time consuming and requires constant monitoring of company notices, files received from data vendors, interpretation and calculation of the dividends. Also calculating net impact on position is done
Our platform based approach mapped all strategies and developed an algorithm based approach to Pair trades as per strategy and then apply the pricing for them to calculate brokerage. Extensive date techniques and algorithms like Support Vector Classifier, Logistic Régression, Lasso Régression, etc., were employed to predict asset price direction, amongst others
Deciphered all macros, and re-configured them into the automation platform (Server vs Client install). Additionally tagged all document dependency and created relevant BRD’s. A governance module for creation and monitoring with audit trail was also incorporated
Intelligent Automation driven solution to create templates for each reporting function and then automating the whole process. This compressed the time taken for this function by over 90%.
Automation product used to streamline data sources and formats to improve processing efficiency. Create an automated application to facilitate real time monitoring of trades and report breaches and violations if any. Ensure and Establish owner accountability due to lack of timely response.
Algorithm created to identify duplicates as well as clubbing and restructuring current rules. Automated solution to extract and coding of rules was created based on MNLP and ML based rule coding engine to code the extract text into a actionable post trade compliance rules.
Created a repository of amortization across regulations and geographies. Along with that a golden source of data was created as well. The system provided standardized output, streamlined data consumption and maximum control.