AI Agents Transforming Financial Data Processing

AI-powers extraction, validation, and linking of financial data across formats, languages, and global sources.

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A global leader in private market data and investment insights, serving asset managers, investment firms, and financial professionals worldwide.

Challenges

Processing over 150,000 financial documents manually each year caused delays, inefficiencies, and higher operational costs.

Processing over 150,000 financial documents manually each year caused delays, inefficiencies, and higher operational costs.

Ensuring data accuracy and linking extracted data back to source document was difficult using manual methods.

Ensuring data accuracy and linking extracted data back to source document was difficult using manual methods.

Diverse financial document formats and language from multiple countries made data extraction and standardization more complex

Diverse financial document formats and language from multiple countries made data extraction and standardization more complex

Increasing data volumes and limited resources restricted scalability and slowed overall operations

Increasing data volumes and limited resources restricted scalability and slowed overall operations

Botminds Solution

Botminds AI automated extraction of key financial metrics like EBIT, EBITDA, and revenue computing derived values with transparent methods.

Botminds AI automated extraction of key financial metrics like EBIT, EBITDA, and revenue computing derived values with transparent methods.

Supporting 30+ languages, the solution scales globally and uses intelligent hyperlinks to link extracted data to source documents for full traceability

Supporting 30+ languages, the solution scales globally and uses intelligent hyperlinks to link extracted data to source documents for full traceability

Real-time monitoring with automated alerts flags data issues instantly, while API integrations with 20+ registries automate regulatory data retrival and track audit logs

Real-time monitoring with automated alerts flags data issues instantly, while API integrations with 20+ registries automate regulatory data retrival and track audit logs

A Human-in-the-Loop approach ensures 99% accuracy for low-confidence cases, with a live dashboard providing real-time visibility into processing and performance

A Human-in-the-Loop approach ensures 99% accuracy for low-confidence cases, with a live dashboard providing real-time visibility into processing and performance

Results

98%
Data Accuracy

AI-driven extraction and validation achieved 98% accuracy across financial documents.

5x
Cost Reduction

Automation replaced manual processes, reducing operational costs by five times.

20%
Reduction in compliance Overhead

Automated monitoring and reporting cut compliance efforts by 20%.

30+
Multilingual Capability

Seamless processing of documents in over 30 global languages