AI-Driven Supplemental Reporting Tool for Real Estate Investment Trusts

Background

Tiger Analytics collaborated with a Real Estate Investment Trust (REIT) client to develop an advanced AI-driven supplemental reporting tool. This tool was designed to handle conversational queries and generate actionable insights from internal financial documents. The project involved training models on various documents, including 10-K, 10-Q reports, and supplemental reports, to address the unique challenges faced by the client’s Data & Analytics division.

Impact

The solution significantly improved data accessibility by streamlining the retrieval of crucial information from supplemental reports. It enhanced query handling with precise answers to complex, multi-quarter comparisons, supported informed decision-making through detailed insights, and boosted operational efficiency by automating data extraction and pipeline creation. Additionally, it ensured high accuracy in data interpretation by reliably extracting and transforming tabular data from PDFs and images.

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