Sustainability-linked Bonds Document Genome helps your business experts get accurate answers from your asset portfolio documentation by making visible, through dashboards, qualitative text data hidden by multiple wording variations “ ESG Financing uses to more textual and qualitative information than traditional financial products. With Document Genome, we  can track wording variations on KPI(s) definitions, Methodology or Trigger Events from Offering Circulars of  a bond portfolio.” Background ESG financing is growing fast ESG Financing requires to more textual and qualitative information than traditional financial products Necessary to master text The Challenge Many wording variations Minor details can have a big impact Precision is essential Captures 100% of the content for 100% of the portfolio 10X faster than manual methods Quantifies wording variations Qualifies wording variations Provides traceable results Prioritizes actions on highest risks​

Beyond ESGDue DiligenceEmpower your team to review across the exact content of a mass of documents ot spot, quality and quantify any ESG or risk feature during a due diligence. Fast time to insight for swift processPMI & Content System MigrationEnable your team to reclassify in a different or finer way a mass of documents. Help for a content management system migration. Ease post merger integration (import and classification of document from "target" acquired). #Flexibility, #ProductivityCompliance ReviewHelp your teams to review across the exact content of a mass of document in the light of any specific topic. This provides a control ex-post at scale and reduce the reputation risk. Productivity Gain. Accuracy Gain. Automation. Consistency. Flexibility.Crisis Speed AuditEmpower your team to review the actual content of contractual documentation to spot, qualify and quantify issues for quick actions & decisions. Productivity Gain. Accuracy Gain. Control. Reduced Reputational and Compliance and Business Risks.KYC ReviewScale the matching between client documents and your client data with audit trail. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility. [...]

Portfolio Audit Loans, ISDA, Insurance Document Genome helps your business experts get accurate answers from your business portfolio documentation by making visible, with simple dashboards, un-noticed patterns hidden by multiple wording variations. “Document Genome performed a home loan portfolio audit and successfully extracted information on early repayment clauses and security packages (hypothèques) to quality test ERP and improve RWAs’ with 98% accuracy rate.” Background Some business interruption insurance policies have ambiguous wording exceptions for pandemics​ Restaurants lobbying lawmakers & suing insurers to get pay-outs, with recent adverse rulings​​ The Challenge Many wording variations Devil is in the details of wording by jurisdiction​ Manual reviews prohibitively expensive Captures 100% of the content for 100% of the Portfolio 10X faster than manual methods Quantifies wording variations Qualifies wording variations Provides traceable results Prioritizes actions on highest risks​

Insurance ESG Wording Framework Enable teams to build your own ESG Wording Framework (Central repository of ESG Wordings & variations). To consolidate information, spot topical text content, extract data, export dashboard. Help to assess gap and adapt to taxonomy with your own words. #Control, #Accuracy, #Consistency ESG Report Scale data extraction and aggregation of Quality ESG Data from PDF to feed EET and other ESG Reports. #Coverage, #Transparency, #Accuracy, #Consistency, #Automation Distribution Agreements Empower your team to review the actual content of all distribution agreement in the light of ESG obligations. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility. Ad Hoc Review Empower your team to review a portfolio of insurance policies to track specific text patterns for Risk or Compliance. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility.

BanksESG Wording FrameworkEnable teams to build your own ESG Wording Framework (Central repository of ESG Wordings & variations). To consolidate information, spot topical text content, extract data, export dashboard. Help to assess gap and adapt to taxonomy with your own words. #Control, #Accuracy, #ConsistencyESG ReportScale data extraction and aggregation of Quality ESG Data from PDF to feed EET and other ESG Reports. #Coverage, #Transparency, #Accuracy, #Consistency, #AutomationGreen AssetsEmpower your team to review the actual content of all Loan and Bonds documentations. This provides a control ex-post at scale and reduce the reputation risk. #Productivity Gain. #Accuracy Gain. #Automation. #Consistency. #FlexibilityAsset PortfoliosEmpower your team to review the actual content of a portfolio of assets for audit, control, disposal, due diligence. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility.Outsourcing Agreement (EBA)Empower your team to review the actual content of a your outsourced serviced to feed EBA report on exact content.