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JASPER

AI Fund Analyst
Automate the extraction of key financial data from prospectus documents
Hire Me

Objective

  • To streamline the extraction of critical data points from documents, reducing manual effort and ensuring accurate and timely financial analysis for mutual fund companies. 
  • I speak—50+ global languages including English, French, Arabic, Hindi, and Urdu along with numeric and text identification 
  • I escalate the incomplete processes and transactions for human intervention on – Email, MS Teams, WhatsApp, Web 

Deployment Channels

  • Omnichannel support available
  • Client-specific intranet and extranet websites and apps
    • Social Media:
    • Collab Platforms:
    • Communication Channels:
  • Other Channels

Integrations

Profile

Skilled at automatic extraction of key financial data from prospectus documents, I leverage my Intelligent Document Processing (IDP) and Natural Language Processing (NLP) skills to accurately bring out a significant number of data points, including revenue, share value, and company names.   

  

I play a pivotal role in transforming data processing teams by achieving significant reductions in processing time, improving accuracy, and enhancing the customer experience. Additionally, my efforts have enabled more informed decision-making across the board. 

Here’s all that I can do within a training time of 6-8 weeks: 

  • Extract data with precision: I utilize advanced techniques like Intelligent Document Processing (IDP) and Natural Language Processing (NLP) to accurately extract data from complex financial texts, including tables and paragraphs 
  • Process information efficiently: I’m equipped to handle large volumes of documents, enabling rapid processing and meeting tight deadlines 
  • Improve data quality: I significantly enhance data accuracy, minimizing errors and ensuring reliable financial insights for decision-making 
  • Free up human resources: By automating the data extraction process, I allow human analysts to focus on higher-value tasks such as strategic analysis and client engagement 

Results Delivered

  • Increased accuracy to 80-85% 
  • Met 12-hour turnaround goal 
  • Reduced manual effort by 40-50% 
  • Processed 100-700 documents daily 
  • Improved customer satisfaction 

Skills

  • I can accurately extract 364 critical data points from 100–200-page prospectus documents with high accuracy 
  • I am designed to handle large volumes of documents within the 12-hour processing window 
  • I utilize advanced technologies like Intelligent Document Processing (IDP), Large Language Models (LLMs), and Natural Language Processing (NLP) to accurately extract and interpret data from complex financial documents 
  • My no-code automation capabilities allow for fast deployment and easy adjustments without the need for extensive programming 
  • I can learn and adapt, improving accuracy and efficiency over time through continuous learning and refinement 
  • I learn from your functional expertise  
  • I also learn from initial training and information gathered over context and intent-based conversations  
  • I can follow workflows designed specifically for your organization  
  • I don’t need a techie to train and maintain me 

I Can be an Excellent Colleague With

Other E42 AI co-workers including the AI Accounts Payable Executive—intelligently automating your enterprise across functions! 

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