Use Case: Financial Services
Navigate Financial Data with Precision
Financial reports, investment memos, and compliance documents are dense and complex. Empower your clients and internal teams to find the exact data they need, instantly and securely.
Enhance Clarity, Ensure Compliance
Deliver financial information with unparalleled security and accessibility.
Secure Client Reporting
Share portfolio statements and market updates using 'Private' sharing. Clients can securely access their information and ask questions in a controlled environment.
Accelerated Investment Analysis
Analysts can upload investment memorandums or annual reports to quickly query key financial metrics, risk factors, and management commentary, speeding up diligence.
Simplified Compliance Training
Make lengthy compliance manuals interactive. Employees can ask about specific regulations or procedures, ensuring they have the most accurate information.
Data-Driven Conversations
Here's how an analyst verifies data from a quarterly earnings report.
Example: Q3 2024 Earnings Report
Analyst Chat:
Analyst:
What was the reported non-GAAP operating margin for the quarter, and how does it compare to the same quarter last year?
LoomDoc AI:
The non-GAAP operating margin for Q3 2024 was 22.5%. This is an increase from 20.1% in Q3 2023. You can find the reconciliation table on page 18 of the report.
Clarity and Security for Financial Data
Provide a premium experience for clients, analysts, and internal teams.