Assisted Earnings Release Commentary

A simplified way to create analyst commentary for quarterly/annual SEC filings

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Equity researchers of a leading credit rating organization must read and comprehend 100's of pages of newly published filings within minutes to create a commentary.

Challenge

Equity researchers of a leading credit rating organization must read and comprehend 100's of pages of newly published filings within minutes to create a commentary.

Equity researchers of a leading credit rating organization must read and comprehend 100's of pages of newly published filings within minutes to create a commentary.

Different set of KPIs to track for different.

Different set of KPIs to track for different.

Quick cross reference to earlier filings or by other competitors is required to write an insightful commentary.

Quick cross reference to earlier filings or by other competitors is required to write an insightful commentary.

Some level of auto commentary generation with quick validation and verification by SMEs is expected.

Some level of auto commentary generation with quick validation and verification by SMEs is expected.

Botminds Solution

Learned from SMEs the key metrics to be extracted and the narrative templates.

Learned from SMEs the key metrics to be extracted and the narrative templates.

Automate extraction of key metrics and smartly choose the right template based on the business scenario inferred from the extracted values.

Automate extraction of key metrics and smartly choose the right template based on the business scenario inferred from the extracted values.

Narrative auto-filled with extracted values sent to analysts for verification and approval for publishing.

Narrative auto-filled with extracted values sent to analysts for verification and approval for publishing.

Results

70%
Reduced processing time.

Reduced time to create notes, down to 6 minutes, from 20 minutes.

30%
Cost Savings

Reduced 3-member team to that of only a core equity researcher.

99%
Accurate Data

Automate and extract High quality accurate data delivered within hours

3x
More Capacity

Number of organizations covered by equity research team increase.

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