CLIENT LIFECYCLE AND REGULATORY SOLUTIONS
Document Solutions
Discover, analyze, leverage and share the intelligence hidden in your organization, formation, AML, regulatory and legal documents.
Powerful, flexible document solutions
If you process high volumes of complex documents, extracting, reviewing and utilizing this information is one of the most time-consuming and resource-intensive tasks in your client lifecycle management workflow.
Document Solutions from S&P Global leverages Document Digitization and Agreement Solutions to dramatically reduce the time required to manage these documents effectively while unlocking the vital data you need to generate deeper insights and enhance decision quality.
Solution Details
Intelligent DocExtract
Intelligent DocExtract is a generative AI-powered data extraction capability within Counterparty Manager that helps onboarding analysts quickly identify and review the most critical information from complex documents commonly shared during counterparty onboarding. It covers everything from Investment Management Agreements, Investment Guidelines, Prospectuses, to Annual Reports.
Agreement Intelligence
Manage the trading documentation lifecycle, from drafting to execution to regulatory adherence and fund additions, and create a centralized repository of records where you can see a real-time view of each document, run analytics, surface critical data and identify risks at the touch of a button, then seamlessly deliver data downstream.
Document Digitization
Using sophisticated AI models trained to extract data from organization, formation, AML, regulatory and legal documents, Document Digitization unlocks critical information for reuse across operations, significantly reduces the need for manual review and enables organizations to adopt scalable processes.
Core Capabilities
Thought Leadership
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