TAGDOX
IN FINANCE
Reusing Document Analysis Across Front-, Middle- and Back Office

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.



Uses



Analysts

use TagDox for its for easy highlighting and storing of document segments

Fund Managers

use TagDox as a dynamic repository of market knowledge

Risk Managers

use Tagdox for automated, structured and easily auditable checks

Features


Create checklists
Tagset library
Highlight manually
Automatic searches


Practical Workflows

The TagDox platform helps people in their different roles, with the added benefit of improving knowledge sharing.
“TagDox helps us easily find and share key investment metrics from documents across teams.”
General Counsel at a Top 20 Global Asset Management Company
How does it work?

SET UP YOUR CHECKLISTS

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.

HIGHLIGHT SECTIONS
MANUALLY OR AUTOMATICALLY

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.

TAG, SHARE AND DISCUSS

Discuss and review your highlighted segments with colleagues or clients.

Your knowledge is now immediately accessible, cutting out hours of unnecessary work.

ACCESS TO A KNOWLEDGE DATABASE

All the tags from individual documents are collected in a central database that can easily be searched and filtered.
“I've spent many painful hours reading dry deal and regulatory documents. Now, TagDox makes it easy to share deal data and will likely save 10% of the work in my company.”
Hedge Fund Analyst