AI / Financial Services
Fund Intelligence Platform
A leading financial services firm was drowning in fund documents during peak filing season. Quantiva built an AI pipeline that reads, extracts, and normalizes complex financial data with 98% accuracy, giving analysts five times more capacity.
5x
more output per analyst
Challenge
During peak filing season, analysts manually processed thousands of prospectuses, SAIs, and annual reports to extract fee structures, performance metrics, and governance data.
Solution
Specialized AI pipeline trained on thousands of historical fund documents. Automated extraction of multi-tier fee structures, performance normalization, and board-ready report generation.
Result
5x analyst productivity. 98% accuracy for fee and performance data extraction. 30% increase in client capacity throughput.
Impact
Natural language document querying, automated Section 15(c) reports, and continuous adaptation for new SEC requirements including ETFs, interval funds, and ESG metrics.