We explain the use case in just minutes.

Investment Navigator uses machine learning technology, what’s the use case? 

 “Some information needed to assess product eligibility and suitability can only be found in the legal documentation of an investment product. Not so long ago, we read all fund prospectuses manually. Today, we apply machine reading technology to source share class ring fencing information directly out of the legal documentation of investment funds. Machine learning algorithms automatically classify the data based on rules. Leveraging these capabilities is our basis to tap into further asset classes.”

Do you have a question for us? Start a one-to-one conversation with us clicking here.

RELATED NEWS

OUR COLLABORATION WITH EFG

Investment Navigator delivers reg-tech solution for EFG International to automatize suitability assessment of services and…

THE LOCAL CHALLENGES

A survey on the fund distribution value chain among private banks revealed significant regional differences…

ASK A NAVIGATOR ON ESG

Why is ESG relevant for suitability? In our latest Ask a Navigator episode, our team…
Menú