Using AI to extract insight from financial documents

Funds-Axis is an investment management regulatory technology software company.
Date posted
26 April 2020
Reading time
5 minutes

Funds-Axis is an investment management regulatory technology software company. Their focus is on simplifying risk, compliance and regulatory reporting challenges for investment managers and depositaries. The goal of this project was to extract key entities from readily available financial documents using Machine Vision and Natural Language Processing (NLP). The initial work was carried out using Key Investor Information Documents (KIIDs)

“We approached Kainos with the idea of using AI to automatically extract the information we needed from KIIDs. Kainos’ AI team had fantastic experience with document analysis and NLP and they delivered the project perfectly!”

Darren Burrows
Founder and CEO
Funds-Axis

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