Solution
For heads of research, analysts, and data teams at asset managers, banks, and corporates: filings, transcripts, and reports read at scale, every figure cited to its source page, structured output delivered by API.
The problem
The working week goes to finding the one number that matters inside filings, transcripts, and broker reports — each in a different format, each in a different place.
Outsourcing extraction to data vendors adds turnaround time to every request and takes the quality of the extraction out of your hands.
Generic AI tools summarize fast, but a figure without a source page has to be re-derived before it can go into a model or a memo.
The product, not a promise
How it works
Point agents at filings, transcripts, broker reports, and web sources — scanned or digital.
Pull the fields your models need from any format, with each figure linked to its source page.
Review flagged items and conflicting sources side by side; approve what posts.
Assemble findings into comparables, dashboards, and briefings with citations attached.
Feed structured data to models and downstream systems through APIs, refreshed as documents arrive.
Who it's for
Research analyst
Head of research
Data & IT lead
An analyst’s edge is judgment. Most of the working week goes to something else: finding the one number that matters inside filings, transcripts, broker reports, and news — each in a different format, each in a different place. Outsourcing the hunt to data vendors adds turnaround time and takes extraction quality out of your hands. Botminds puts the document work on the platform, so the desk’s hours go to analysis.
Botminds ships pre-built solutions across the research stack: Company Comparable Analysis Automation extracts operating metrics across industries for valuation work; the Competitive Insights Hub keeps competitor updates, filings, and market activity in one verified view; the Corporate Actions Monitor tracks and validates actions from announcement to execution; the ESG Intelligence Workbench structures disclosures and maps metrics to reporting frameworks; the Investment Research Workbench standardizes inputs and keeps models traceable for equity and credit research; the Market Intelligence Dashboard brings market signals, company updates, and sector movements into one place; and the Research Workflow Engine runs investigative research with traceable documentation and checkpoints.
Each ships as a working template: start from it, point it at your sources, and adjust the outputs. All of them run on the same primitives — reading across formats (scanned PDFs, spreadsheets, web pages, transcripts), extraction cited to the source page, and human review where it matters.
A research figure without provenance has to be re-derived before anyone will stake a recommendation on it. Every number Botminds extracts stays linked to the page it came from, so an analyst verifies a figure in one click. Datasets tuned to your domain are achievable in days and stay current as new documents arrive, with structured output flowing to models and downstream systems through APIs. Deploy in Botminds cloud, private cloud, or on-prem, so sensitive research never leaves your instance.
Objections, answered
Every figure links to the exact page it came from, so verification is a click instead of a re-derivation. Values the platform is less confident about are flagged, and conflicting sources are presented side by side for an analyst to resolve.
Yes. Extraction maps to your fields, your comparables template, your reporting frameworks. Each solution ships as a working template you point at your sources and adjust with point-and-click configuration.
Deploy in Botminds cloud, private cloud, or fully on-prem, so proprietary research never leaves your instance. Role-based access controls who sees what, and every extraction and approval is logged.
Days to a domain-tuned dataset, weeks to a production workflow. Each of the seven research solutions is a tested template on the same platform — start with the workload that hurts most and add the next on the same foundation.
Watch it become a structured, cited dataset your models can consume — live in the demo.
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