Boulder Equity Analytics Intro 2017
- 1. AI Powered Analytics for Competitive Intelligence and Equity Research Frank Walczak, CGO | May 2017 “for early adopters seeking an edge through qualitative analytics”
- 2. Boulder Equity Analytics © May 2017 Personal AI and Analytics Services “Augmented Intelligence” We have years of experience using AI and analytics to narrow “the gap” for NASA, insurance and aerospace. We’re now applying the same state of the art technology to finance and competitive intelligence with a personalized suite of services. Analysts don’t need another firehose of information. They need a data sciences partner that can integrate the latest in AI, analytics and visualization technology to help close the “GAP” and give them a competitive edge
- 3. Boulder Equity Analytics © May 2017 Mission: Competitive Advantage by Closing The “Gap” Keeping pace with Data growth Information Growth is Exponential Capacity to Learn Is Nearly Linear Volume and Velocity of Financial Information Human Learning Curve The Gap - Opportunities & Risks
- 4. Boulder Equity Analytics © May 2017 Boulder Analytics Platform Data Services, Integration, Client Content, Visual Interface, Standard & Custom Analytics to close the “GAP” BEA’s proprietary A.I. is integrated into a foundation of trusted and verifiable information, monitoring entities, themes, topics, sentiment. This enables rapid adaptation to changing markets and your personal investment style, identifying new and relevant insight leading to better investment decisions. We built the foundation to help deliver ROI while continuously working with our clients to extend and leverage AI to scale their expertise. Every moment that passes data is expanding and segregating and the world around it becoming more complex. “The widening Gap” is making it tougher all the time. Our mission is to help the stakeholders in financial markets distill the overload of data down to crucial intelligence to go from insight to profit in a smarter and faster way.
- 5. Boulder Equity Analytics © May 2017 Building Blocks Prebuilt modules are a foundation for each client solution Custom Client Dashboards Interactive visualizations tailored to each position in the firm by data, frequency, industry BECT Earnings Call & Analyst Tracker Portfolio Manager AssociateAnalyst BSF Sector Fundamental Research BCI Competitive Intelligence for Enterprise BNA News Analytics by Sector BLT Long Term Fundamental Insight for a Company Convenient, Comparative, Contextual, Interactive
- 6. Boulder Equity Analytics © May 2017 Our Design Principles The fundamental features and benefits that guide the design of every service, product and dashboard we build. Convenient – all data & document services integrated Comparative – by sector, industry and company over relevant time periods Contextual – each dashboard view answers an important question Interactive – Tableau dashboards enable discovery and facilitate reporting Our dashboards are intelligent assistants that help answer the “Why” fast.
- 7. Boulder Equity Analytics © May 2017 Boulder Sector Fundamentals Fundamental Sector Equity Research at Scale Boulder Sector Fundamentals (BSF) dashboards enable interactive research and discovery: Fundamentals research for Industry Groups. Drill down capabilities, financials, ratios, topics, entities and sentiment. Full download capabilities of statement details to fit your models
- 8. Boulder Equity Analytics © May 2017 Boulder Earnings Call Analytics Analytics on the Earnings Call Q&A Boulder Earnings Call Analytics (BECT): BECT is complete break down of Earnings Calls. Each call, analyst, company executive, question, and answer are ranked by theme, topic, sentiment and difficulty to help you spot any changes that will effect the market and your portfolio. The Earnings call tracker will alert you to monumental shifts, and urgent information so you can direct your attention accordingly.
- 9. Boulder Equity Analytics © May 2017 Boulder Competitive Intelligence Financial Competitive Intelligence (CI) as a Service Boulder Competitive Intelligence (BCI): Competitive Ecosystem for an Enterprise - summary comparative of financials, income stmts, balance sheets, cash flows and ratios, deltas and rankings vs competitors. Topic navigation sparks insight with excel download capability for all detailed financials.
- 10. Boulder Equity Analytics © May 2017 Boulder News Analytics Sector News Monitoring for Key Themes and Developments The Boulder News Analytics (BNA) : Integration of trusted news feeds with our proprietary AI technology provides analytics for topics and trends while gauging sentiment. Allowing you to parse through increasing amounts of news , faster and with less errors, to find the themes, topics and articles that meet your specific requirements. Comparing entities by topic and sentiment identifies new themes and discrepancies faster than possible than with the human eye alone.
- 11. Boulder Equity Analytics © May 2017 Boulder Long Term Long Term Single Company Analysis Boulder Long Term (BLT) : For in depth analysis of key holdings, BLT includes 25 presentation ready Tableau dashboards with 10 years of data and analytics on risk factors, legal, MD&A and other sections. It includes financial ratios, all filings, income stmt, balance sheet and cash flows with theme, topic, entity and sentiment.
- 12. Boulder Equity Analytics © May 2017 In Conclusion Our Value Proposition Everyday data expands from different sources, structures, and data types. Making it harder to make connections and find the insights that separates you from others. BEA is committed to help capture opportunity, increase profits and mitigate potential losses sooner. BEA’s intelligent and powerful analytics leads to more informed insight, helping trigger new ideas to drive your portfolio’s performance upward! Faster, Smarter, Personalized Schedule a demo and see for yourself!
- 13. Boulder Equity Analytics © May 2017 Frank Walczak, CGO Boulder CO & New York, NY Ph: +1 732-768-4521 fw@boulderequityanalytics.com @boulder_equity www.boulderequityanalytics.com Thank you