Analyst time lost to manual extraction
Pulling key figures from quarterly reports, loan files, and investment memos is manual work. Analysts spend days on tasks that AI can complete in minutes — with better coverage.
Use Case — Financial Services
AI analysis for teams that live in documents.
Financial statements, audit reports, investment memos, and loan agreements contain the answers your analysts need. Maqno turns that document mass into structured, queryable intelligence — with compliance controls built in.
The challenge
Why financial services teams have a harder problem to solve.
Sensitive deal data cannot go to public AI
M&A materials, LP reports, credit files, and client portfolios are too sensitive for ChatGPT or Copilot. The team needs AI capability without the data sovereignty risk.
No cross-document synthesis
Comparing term sheets, financial models, and portfolio documents across a deal room requires manual coordination. There is no way to ask questions across a body of documents.
Compliance and audit exposure
Retention policies, access logs, and data residency requirements demand airtight controls. Most tools were not built for regulated financial environments.
How Maqno responds
Built for the demands of financial services.
Deal analysis mode
Structured AI analysis of proposals, contracts, and financial models. Surfaces key terms, risk flags, and comparisons across a document set — in one interface.
Cross-document synthesis
Generate a briefing across 12 quarterly reports, a full loan file, or a 200-document deal room. Every insight is source-cited.
Compliance tooling
Retention policies, automated redaction of PII and sensitive terms, and full audit logs. Built for regulated environments from day one.
Data residency controls
Choose where your data is stored and processed. Keep sensitive client data in your required region. Deploy on-premise for the highest-security environments.
Real workflows
What financial services teams do with Maqno.
Quarterly financial analysis
Synthesize findings from 12 months of reports into an executive briefing. Zero manual extraction — ask questions across the full document set and generate a summary.
Credit review
Ask questions across a borrower's financial history, loan agreements, and risk assessments in a single interface. Flag inconsistencies across documents automatically.
M&A due diligence
Connect the data room. Get structured analysis of contracts, IP, liabilities, and anomalies — in hours, not weeks. Generate a deal summary for the investment committee.
Regulatory submission preparation
Pull a complete, timestamped access log for any document or workspace. Every query, view, and export tracked. Ready for regulators and auditors.
The impact
Measurable outcomes for financial services teams.
Reduction in financial analysis and document review time
Potential annual savings per 100-person team
Document access events logged for compliance
Deal summary generation vs. 3-day analyst turnaround
Start the conversation
See Maqno in a financial services environment.
Book a 30-minute demo. We will walk through how Maqno handles your specific documents, deployment requirements, and access control needs.