Efficient document review and analysis
Financial analysts across the front-, middle-, and back-office often perform overlapping tasks with respect to documents. They read documents in parallel, and put the data from those documents into summaries or databases. Then, people from other departments have to review the work. This cycle can repeat itself many times over.
The good news is that the entire workflow can be made much more efficient by using TagDox.
Checklists or "Tagsets" mark important segments of documents.
Use built-in checklists or custom-tailor your own.
TagDox utilizes machine-learning to suggest similar tags in future documents.
Mark segments of text that contain the knowledge you would like to share and retain.
In addition to you highlighting the text yourself, TagDox can automatically suggest relevant sections.
Discuss and review your highlighted segments with colleagues or clients.
Your knowledge is now immediately accessible, cutting out hours of unnecessary work.