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BFSI Industry Practice

Capital markets firms typically employ small teams of analysts to conduct research and analysis on hundreds, if not thousands of public companies and then issue investment recommendations based on that extensive analysis. When public companies issue earnings reports, those analysts must pour over the earnings reports, painstakingly extracting hundreds of data points and then entering that information into excel worksheets for modeling. This is often a race against time as they rush to get their investment models updated, perform analysis and prepare for the earnings call with the public company's executive leadership.UiPath's Investment Research Data Extraction accelerator utilizes an NLP model from Indico to identify table structures (balance sheet, income statement, etc) in the PDF earnings report. Those table structures are then extracted from the document and populated into excel, where the data can be be further manipulated using a UiPath robot.NLP Model Powered by <a href="https://indico.io/" target="_blank">Indico</a>Developed by: <a href="https://connect.uipath.com/profile/jesse-gill" target="_blank">Jesse Gill</a>, <a href="https://connect.uipath.com/profile/adam-hanson" target="_blank">Adam Hanson</a>

Supercharge Your Investment Research Team's Ability to Perform Quick and Efficient Analysis

Investment Research Data Extraction

Investment Research Data Extraction

UiPath Bank Statement Analyzer for BFS…