Case Study: Global Financial Services Company achieves faster, more accurate research and reporting with Tungsten Automation

Global Financial Services Company Delivers Faster, Sharper Investment Insights to Clients

A global financial services firm that provides wealth management, asset management and investment banking struggled to give its research analysts fast, accurate access to the web content needed for forecasts, stock recommendations and client reports. Finding and validating data—especially local-language sources—was time-consuming and error-prone, and reliance on machine translation risked misinterpretation, slowing analysis and limiting scalability.

The firm implemented Kofax Kapow to automate web data extraction, browser emulation and transformation, enabling accurate localization and structuring of both unstructured and structured content. As a result, analysts now assemble richer, higher-quality research far more quickly (turnarounds dropped from many weeks to about one week), can scale to more projects, reduce costs and IP exposure, and deliver timelier, more tailored insights to clients.