Qualitative insights from Financial research reports through advance text mining and analytics. We provide details on where this sort of analytics can be applied with an example. The target audience is researchers, investment managers, strategy and planning consultants, financial and risk advisers working in the financial research or financial services firms.

1. TEXTIENTANALYTICS
TURNING HUMAN INTELIGENCE IN TO BUSINESS VALUE
Qualitative insights from
Financial Research
reports & News
Advanced Text mining and Analytics

2. Finance Content Mining & Intelligence
Faster Qualitative Evaluation and Assessment (Vs Slower credit rating models)
 Organizational status, Advisory and Decisions about investment, lending
o Current Snapshot, Long term Views
 Risk Assessment and Advisory
o Early warning signals
o Research Market and organization risk cues
o Emerging market risk cues.
 Industry Trend monitoring
 Competitive Analysis
Applications

3. Sample Analysis
HDFC Bank Analyst report (source: Morningstar)

4. Sample Reseatch report
HDFC Bank, Morningstar Equity Analyst Report | Report as of 03 Feb 2016
10 Pages
Available for download via: https://goo.gl/2AtN1H

5. Key content Intelligence
Discovery

6. Summary - Extraction
Personal loans, home loans and agriculture loans for the have grown at more than 40%
each for the and together account for nearly 39% of its loan book.

7. Report Sentiment and Emotion
Overall Sentiment: Positive –: 0.27
Net Emotional Score (NES): Positive - : 0.34
Scale range: 0 to 1
PS: For information on the net emotional score (NES) concept , please visit this site

8. The focus on salaried individuals with steadily rising incomes and on giving loans mainly to
existing clients within this segment has allowed to control nonperforming loans at about 0.6%
of loans for the past five years; we see this as commendable.
Despite remarkable loan growth averaging about 31% annually for the past
10 years we like that has managed to expand its deposit base at nearly the
same clip (of 29%), maintaining a low cost of funds and upholding its
profitability.
We also believe has good cost-control practices with noninterest expenses
consistently below 55% of revenue which means more money flows to its
bottom line.
We believe there is still considerable scope for long-term expansion and shareholder value creation
as the benefits from rising incomes across India middle and upper classes which have been the
target customer segments for a long time.
Analyst Current Snapshot - Decoded

9. Analyst Long Term View - Decoded
As the bank expands its reach via opening more branches in
both urban and rural areas scale advantages will begin
kicking in and overheads will stabilise at lower cost/income
levels than 50% going forward.

10. Topics
PS: Common financial terms can be filtered in
scoring. This is an unfiltered one
What does this report describe?

11. Discovery: Concepts
What is this report related to from a financial perspective?

12. Discovery:
Entities
People
Location
Organization
Events
Terminologies

13. Key Themes discovery
From Analyst report

14. Influencing Themes: By Uniqueness
PS: Common financial terms can be filtered in scoring. This is an unfiltered one

15. Influencing Themes: By Importance
PS: Common financial terms can be filtered in scoring. This is an unfiltered one

16. Influencing Themes: Graded by Information quality & Diversity
PS: Common financial terms can be filtered in scoring. This is an unfiltered one
Important relations in the context

17. Influencing Themes: Graded by Balanced Information quality & Diversity
PS: Common financial terms can be filtered in scoring. This is an unfiltered one
Well Balanced relations in the context

18. Influencing Themes: Graded by Positive Sentiment
PS: Common financial terms can be filtered in scoring. This is an unfiltered one

19. Our Software services
TEXTIENT Text mining Framework

20. Software services
 On demand Document Conversion (PDF to text, Word to text etc)
 Sentiment and Emotion Analysis
 Filter system enablement (Mask, reject)
 Content Essence discovery
 Summary, Current and long term snapshot, Historical aspects, Topics, Concepts
 Themes discovery
 Key phrases based on different types of relevance
 Classification and prediction system
 Web UI / Front end for Analytics
 Document Analysis Cloud automation
 Large scale bulk document analysis pipelines
 Secure, Cloud deployment
Please visit our website https://goo.gl/CNRwNG

21. TEXTIENT Text Mining framework
Web services
Gateway
Classification
Engine
Filters module
Themes Engine
Unique & Imp.
phrases
Influencer
discovery
Topics
discovery
Concepts &
Taxonomy
NER discovery
Current &
Future
referencing
Sentiment &
Emotions
Web UI module
Data type: Any text Document (Research reports, News, Articles etc.). PDF, MS-Word or text files

22. http://www.textient.com
THANK YOU

23. Disclaimer
The views mentioned here are our own
Data if used for this article have been sourced from available information in the public
domain and has not been authenticated by any statutory authority.
Although every reasonable effort is made to present current or appropriate
information, there are no guarantees of any kind. Data accuracy cannot be
guaranteed. All analysis included herein are based on data from public sources, but
no representation or warranty, expressed or implied, is made as to their accuracy,
completeness, timeliness, or correctness. We are not liable for any errors or
inaccuracies, regardless of cause to you (readers, users).