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

• 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​

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Beyond ESG
Due Diligence	Empower 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 process
PMI & Content System Migration	Enable 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, #Productivity
Compliance Review	Help 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 Audit	Empower 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 Review	Scale the matching between client documents and your client data with audit trail. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility.

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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.

• 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​

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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.

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Banks
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
Green Assets	Empower 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. #Flexibility
Asset Portfolios	Empower 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.

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Asset managers need…
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
SFDR & Fund Classification	Empower business teams to review the actual content of all Fund Prospectuses, KIID and Websites in the light of SFDR Disclosures. This provides a control ex-post at scale and reduce the reputation risk. #Productivity Gain. #Accuracy Gain. #Automation. #Consistency. #Flexibility.
ESG reports & EET	Scale data extraction and aggregation of Quality ESG Data from PDF to feed EET and other ESG Reports. #Coverage, #Transparency, #Accuracy, #Consistency, #Automation
Fund of Funds	Enable your team to extract and aggregate data from underlying funds to get a consolidated ESG view on the fund as a whole. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility.
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.

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Abstract: McKinsey research shows that established companies win by addressing digital strategy’s dual imperatives: building new digital businesses while digitizing legacy operations. Balancing the dual imperatives of digital can be difficult but exceptionally rewarding. According to respondents to a McKinsey survey on digital strategy, digitised incumbents—companies that are more than 20 percent digital and are launching new digital businesses while transforming the core—are twice as likely as traditional incumbents to experience organic revenue growth of 25 percent or higher (see sidebar, “The digital landscape”).

The post Mastering the duality of digital : How companies withstand disruption appeared first on Document Genome.

Abstract: As IT software and infrastructure age, and as more features are added to legacy systems, technical debt grows and puts additional fixed operating costs on the company, diverting precious investment in innovation and new capabilities. Over time, the challenge of connecting and updating these systems becomes overwhelming for IT teams, and undertaking strategic digital transformations as an organization becomes even more difficult

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