Generative AI Data Extraction for Due Diligence Reviews

Due Diligence Review

Solution

The Multi-Document Analyser enables the legal team to upload and analyse these legal documents. They can input queries like “Identify non-disclosure agreements.” The tool extracts relevant sections, translates them if necessary, and presents clear answers, helping lawyers expedite the review process and identify critical legal information

Generative AI Finance Document Processing

Challenge

 A law firm is conducting due diligence for a merger or acquisition, involving a vast number of legal documents, contracts, and agreements in various languages. Legal experts need to quickly identify clauses related to liabilities, intellectual property, and compliance issues to assess potential legal risks.

Customer

Legal and Compliance Team

Services Provided

Multi-Document Analyser
Translation technologies 

Financial Document Analysis

Financial Document Analysis for Investment Decisions

Solution

Lingua Custodia’s Generative AI Multi-Document Analyser allows the analyst to upload these documents, input specific queries (e.g., “Show me revenue growth trends”), and receive concise answers in natural language. The tool’s multilingual support and data extraction capabilities streamline the analysis process, enabling the analyst to make more timely and data-driven investment choices as they can ask their queries in their native language and receive the responses in their native language, even if the documents are in other languages. 

Challenge

A financial analyst at a large investment firm needs to quickly extract critical information from a diverse range of financial documents, including annual reports, earnings transcripts, and regulatory filings, in multiple languages. They need to identify key financial metrics, such as revenue growth, profitability, and risk factors, to make informed investment decisions

Customer

Financial Products Team

Services Provided

Multi-Document Analyser
Translation technologies 

Communicating every month with investors in their respective language

Communicating every month with investors in their respective language

Solution

Lingua Custodia connects its translation engines specialised for fund reports to the investment house reporting production system through API. The reports are translated automatically and immediately through API calls and formatted and distributed as soon as the translations are received back into the system. The level of quality reached by Lingua Custodia specialised translation engines allows a full automated process for this use case.The investment house can benefit from important productivity gains as well as an improved time to market for the delivery of its reports to its clients.

Challenge

A global investment house is producing on a monthly basis fund reports for its clients. Those reports are initially produced in English but need to be translated in 10 languages as soon as possible to be distributed very promptly with a controlled budget.

Customer

Company A

Services Provided

API Access

Leveraging new Language technologies for information extraction

Leveraging new Language technologies for information extraction

Our Approach

Lingua Custodia is an expert in Language Technology and can analyse the detailed use case of the Private bank to determine if a generative AI approach is relevant. Lingua Custodia AI advisory approach allows its client to quickly develop a prototype to validate the technical approach and prepare the move into production on Lingua Custodia platform or within the client IT architecture.

Challenge

As Chief Digital officer in a Private Bank, I want to provide my clients with an efficient search tool that can extract some relevant information from more than 100 000 documents available in our database. I would like to leverage the new language technologies to build an efficient solution that can rely on a secure and Private Large Language Model.

Customer

Financial Institution

Services Provided

AI Advisory and implementation.

Market intelligence and translation challenge

Market intelligence and translation challenge

Our Solution

Lingua Custodia’s AI translation engines can be used to rapidly translate the high volume of fund prospectuses, KIIDs and Fund factsheets. Additionally, our pdf table extractor can then be used to extract and verify the data contained in the pdf documents, allowing for different variables to be introduced to the numbers contained in the tables, so different scenarios in terms of interest rates and other market conditions can be explored.

Lingua custodia, use case

Challenge

A UK investment house wants to develop its book of business on the continent and has launched a project to gather intelligence about the French, Italian and German markets: local competitors, existing domestic funds, etc. They have accumulated numerous foreign language documents and need a powerful translation tool to understand the local markets, while also extracting and analysing data from PDF documents.

Customer

UK Investment House

Services Provided

AI Financial Translation, PDF table Extractor.

Standard in-house translation issue

Standard in-house translation issue affecting the Global Sales teams

Our Solution

Lingua Custodia builds a tailor-made language database for the company using previously translated documents. A customised machine translation engine is then developed specifically to translate the client’s RFP. The company incorporates this translation engine into its existing processes allowing the RFP team to significantly reduce its translation effort while at the same time improving language consistency across its documents. Lingua Custodia regularly upgrades the translation engine in order to integrate any newly translated content and continuously improve quality.

Challenge

A British financial institution has a global team responsible for institutional requests for proposals. This multilingual team spends a lot of time translating documents from English to the main European languages and vice versa in order to meet demands. The company prefers to translate in-house to ensure the timeliness and confidentiality of their answers.

Customer

British financial institution

Services Provided

Financial document processing & translation

Financial Meeting Transcription

Financial Meeting Transcription

Our Solution

Lingua Custodia’s transcription services efficiently convert audio from the event into written text. Our service identifies different speakers, enabling you to produce articles that attribute quotes and discussion points correctly.

Challenge

Organising a large round table event, you need the written text of the event to produce marketing articles that accurately quote or highlight discussion points.

Customer

Company X in a meeting

Services Provided

Lingua Custodia Transcription service

Reducing the data leakage risk for a global financial institution.

Reducing the data leakage risk for a global financial institution.

Our Solution

Lingua Custodia offers Enterprise wide access to its language technology platform VERTO NLP through Single Sign On (SSO). Lingua Custodia language technologies run on a fully dedicated hardware infrastructure physically based in France. When a financial institution submits to an SSO Enterprise solution by Lingua Custodia, each employee can access a secure document processing platform and Lingua Custodia technologies while connecting to their  work computer. The flow followed by all processed information is therefore fully controlled and monitored by the client and the risk of data leakage is avoided.

Challenge

A major risk for Financial institutions is the uncontrolled usage of external language technology tools. There is indeed an important risk to leak confidential information outside of the organisation when an employee is just trying to translate a document or convert its format. On top of a regulatory risk, this represents a strong commercial and reputational risk. As a head of compliance of a major financial institution, I want to reduce this risk.

Customer

Company A

Services Provided

VERTO NLP Platform