Webinar
Intelligent Automation for Capital Markets and Investment Research
Webinar on faster fundamental research — extracting data from annual reports, analyst notes, and investor decks — with CFA Institute and Motilal Oswal.
Fundamental research is a reading problem before it is an analysis problem. Analyst reports, annual reports, press releases, investor presentations — the source material keeps growing, and the analyst who gets through it first, accurately, has the edge. This webinar looks at how research teams use Botminds to extract key data from unstructured documents and websites, so analysts spend their time on judgment instead of retrieval. The session’s claim, demonstrated rather than asserted: fundamental research completed at up to 20× the usual speed.
What the session covers
The panel walks through the solution components that address what capital markets teams actually struggle with: pulling structured data out of complex annual reports and investor presentations, where the numbers that matter sit inside dense tables and footnotes; and assembling those extractions into a research workflow rather than a pile of spreadsheets. It covers the business case for a unified platform — one system from document intake to usable data — and closes with a case study on how leading investment research firms run Botminds inside their research processes.
The panel itself is the right mix for the topic: policy, asset management, research operations, and platform engineering, so the discussion covers both what is possible and what compliance and process realities allow.
Speakers
- Sivananth Ramachandran — Director, Capital Markets Policy India, CFA Institute
- Juzer Dalal — AVP, Ops & Finance, Motilal Oswal Asset Management
- Yateen Chodnekar — Chief Operating Officer, Valuefy Solutions
- Mahesh Ghadi — Head, Operations, Kratos Capital Advisors
- Gokul Ganapathi — Co-Founder & CEO, Botminds
- Vikas Anand — VP, Sales & Marketing, Botminds
Why it still holds up
Research is the document-to-decision loop at its most competitive: the same filings are available to everyone, and the advantage goes to whoever converts them to insight fastest without getting the numbers wrong. That is why citation matters — every extracted figure traceable to its source page — and why this session’s approach maps directly onto how Botminds handles credit and investment document analysis today.