Use Case

accelerate Sustainability-linked Loans (SLL) Origination For Green Financing

/ Product-Valuelytics

Hang Seng Bank (ESG) has collaborated with Wizpresso to leverage its Valuelytics platform for ESG financing assessment. Valuelyticss, underpinned by cutting-edge generative AI technology, streamline the benchmarking and evaluation processes for green and sustainability-linked loans (SLL).  What motivates Financial Institutions to use AI?  Credit and lending products, on average, take up more than 70% of […]

accelerate Sustainability-linked Loans (SLL) Origination For Green Financing Read More »

Hang Seng Index x Wizpresso: Enabling Thematic indexing With AI Deep Research

/ Product-Discovery, Theme-Technology, Workflow-Market Intelligence

Hang Seng Index (HSI) has joined hands with Wizpresso to utilize our Discovery platform for index formulation. With its natural language processing (NLP) SaaS solution, Wizpresso can streamline the research processes and identify potential constituents for thematic indexes.  How does Equity Indexing work?  As an essential indicator of the Hong Kong stock market, HSI has

Hang Seng Index x Wizpresso: Enabling Thematic indexing With AI Deep Research Read More »

AI Solutions for Green-Themed Screening and Industry Classification

/ Product-Discovery, Product-Valuelytics, Theme-Sustainability

Sustainable investing is no longer just a niche strategy—it has become a defining pillar in institutional portfolio management. As markets worldwide respond to climate goals and social imperatives, Environmental, Social, and Governance (ESG) investing now represents both a moral and financial imperative for asset managers seeking long-term resilience and performance. The Rise of ESG Investing A growing

AI Solutions for Green-Themed Screening and Industry Classification Read More »

Powering Fundraising with Governance Transparency and Investor Confidence

/ Product-Diligence, Theme-Capital Markets, Workflow-Due Diligence

In capital markets, trust is the currency of fundraising. Whether a company is preparing for a pre-IPO round, private placement, or merger transaction, investors now expect not only financial transparency but also governance accountability. A well-structured data room—organized with policies, procedures, and evidence—has become the cornerstone of an efficient and credible fundraising process. The Strategic Role of

Powering Fundraising with Governance Transparency and Investor Confidence Read More »

AI-Driven Insights from Company Disclosures

/ Product-Discovery, Product-Filingseer, Product-Valuelytics, Workflow-Market Intelligence

In capital markets, information drives investment performance. Equity research stands at the core of this intelligence—guiding investors, analysts, and advisors to make well-founded decisions. Yet, as financial disclosures multiply and regulatory reporting becomes increasingly complex, equity analysts face growing pressure to extract insights faster, more accurately, and across a wider coverage universe. Understanding Equity Research

AI-Driven Insights from Company Disclosures Read More »

Disclosure Precedent Search with AI-powered Due Diligence and Transaction Analysis

/ Product-Filingseer, Workflow-Regulatory Compliance

In global capital markets, precedent search is fundamental to ensuring deal integrity and legal precision. Whether structuring a merger, acquisition, or connected transaction, finance and legal professionals rely on precedent analysis to interpret disclosure patterns and apply term-setting principles derived from past transactions. This process helps market participants navigate complex regulatory frameworks and align new

Disclosure Precedent Search with AI-powered Due Diligence and Transaction Analysis Read More »