Solution introduction

Extract and/or verify any information in any document

Ensure the accuracy of any documents with FS:Insight - automatically verify all data in text, images & tables and compare with the golden source or previous document; Free 'trapped' information in historic PDFs or scanned documents; Find / extract key data in research reports

Does your organisation have data 'trapped' in contracts, prospectuses, KIIDs, factsheets or any other documents? Do you have to manually check data prior to publication of regulatory documents? Are you certain that your data is consistent across all RFPs / sales & marketing materials?

FS:Insight from FundSense extracts any data, tables and images from any original or scanned documents. The data can be verified by comparing to the golden source, compared to data in a previous version of the document, or extracted for use in any other system.

Contact us for a demonstration using your own documents.

Features

Integrations
Enterprise Application Integration provides the services and connectors to enable integration with existing internal or external applications, allowing firms to Increase efficiency and reduce or eliminate unnecessary third-party licenses.

Customised dashboard providing every user with the information and permissions they need, and a single view of information from any internal / external source

Key Data

PRICING
  • Bespoke
  • Licence
Implementation Methods
  • Hosted (private cloud)
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Financial Advisors
Client Regional Presence

FS:Insight

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Connect with FundSense

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