ESG & Sustainability Report Automation for the Investment Industry

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A Global ESG & Sustainability Data & Analytics Solution Provider

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About the Company

A global ESG and sustainability data and analytics solution provider helps organizations measure, analyze, and improve their environmental, social, and governance (ESG) performance.

They collect and process large amounts of ESG data to deliver actionable insights that support sustainable decision-making, regulatory compliance, and long-term value creation. These companies enable businesses, investors, and policymakers to drive positive environmental and social impact while enhancing transparency and accountability.

Challenge

Ensuring the quick and accurate extraction of relevant information from highly complex, layout-heavy ESG documents. These documents often contain diverse and intricate data formats, requiring advanced automation to process efficiently. Balancing the scalability of their automation systems with the need for precision and adapting to the growing volume of ESG reporting are critical hurdles for better data-driven decisions.

Solution

The client implemented the Cognaize Enterprise Knowledge platform to automate the processing of ESG documents. It’s an adaptive, evolving technology solution designed specifically for financial institutions. Leveraging neuro-symbolic AI agents, advanced layout understanding, and finance-specific language models, our platform allowed the client to quickly and accurately extract relevant data from the layout-heavy ESG documents. This automation enabled better data-driven decisions for the client and significantly reduced the time required for data processing.

Results

Data Accuracy
The accuracy of data extraction improved to 98%, resulting in more reliable and actionable insights for their customers.

Time Reduction
The automation led to a 66% reduction in processing time, enabling the client to handle a larger volume of documents with the same resources.

Operational Efficiency
Enhanced operational efficiency by 78% with 4 times faster data collection, allowing the client to focus on higher-value tasks, rather than manual data entry.

Documents Processed
Over the last 6 months, the client has successfully processed more than 150,000 ESG documents using the Cognaize platform.

CLIENT ROI

98%

Accuracy

66%

Time Reduction

4x

Faster Data Collection

78%

Enhanced Operational Efficiency

150k

ESG Documents

"Cognaize has been a transformative partner for us. Their advanced AI and machine learning solutions made it possible to quickly and accurately extract critical data from our complex, layout-heavy ESG documents. Thanks to Cognaize, we’ve significantly reduced processing time while improving the overall quality and reliability of our analytics. They’ve truly set a new benchmark for innovation and efficiency in the ESG space.” —Chief Data Officer, A Global ESG and Sustainability Data and Analytics Solution Provider

Check Out Other Case Studies

Leading financial service companies entrust Cognaize with their most sensitive and complex financial documents.

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Vahe Andonians
CEO & Founder, Cognaize

“We have created the most advanced neuro-symbolic, agentic system to extract actionable intelligence from unstructured data.”

Cognaize uses purpose-built Artificial Intelligence to drive better decisions, new revenue streams, and efficiency gains for the financial industry. Our Hybrid Intelligence integrates human financial expertise with AI through advanced interfaces and workflows.

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