CLIENT LIFECYCLE AND REGULATORY SOLUTIONS
Document Solutions
Discover, analyze, leverage and share the intelligence hidden in your organization, formation, AML, regulatory and legal documents.
Powerful, flexible document solutions
If you process high volumes of complex documents, extracting, reviewing and utilizing this information is one of the most time-consuming and resource-intensive tasks in your client lifecycle management workflow.
Document Solutions from S&P Global leverages Document Digitization and Agreement Intelligence to dramatically reduce the time required to manage these documents effectively while unlocking the vital data you need to generate deeper insights and enhance decision quality.
Solution Details
Document Digitization
Using sophisticated AI models trained to extract data from organization, formation, AML, regulatory and legal documents, Document Digitization unlocks critical information for reuse across operations, significantly reduces the need for manual review and enables organizations to adopt scalable processes.
Agreement Intelligence
Manage the trading documentation lifecycle, from drafting to execution to regulatory adherence and fund additions, and create a centralized repository of records where you can see a real-time view of each document, run analytics, surface critical data and identify risks at the touch of a button, then seamlessly deliver data downstream.
Core Capabilities
Digitize Legacy Documents
Quickly and efficiently convert legacy agreements into structured data in a single document and entity library.
Distribute Terms Efficiently
Key agreement terms are converted into structured data that can be delivered via straight-through processing to operational systems.
Streamline Entity Maintenance
A single entity and document library are continuously updated to seamlessly link existing terms to new relationships.
Accelerate Onboarding
Document data is continuously captured, validated and delivered downstream to facilitate fast, efficient entity onboarding.
Transform Legal Operations
Simplify document drafting and negotiation, analyze exposure to macroeconomic events, and build a reusable library of approved terms and clauses.
Expedite Document Reviews
Unstructured information captured throughout complex documents is liberated, structured and surfaced for immediate review and approval.
Thought Leadership
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