Financial services

A single platform for your enterprise enabling data discovery, processing & collaboration across silos.

The financial service sector is data-driven and information-dependent. Firms derive a large amount of knowledge from analyzing volumes of data to make critical business decisions. Increasingly this data is unstructured and scattered across silos, making it difficult to access, organize and process through a single platform. Analysts spend almost 80% of their productive time organizing and accessing data and only 20% analyzing and making sense of it.

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As it stands today, unstructured data resides in silos and represents undiscovered actionable insights. Management of such data is essential to maintain a competitive advantage.

Needl solves for

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Ineffective, time-consuming methods for handling massive volumes of unstructured files.
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Juggling multiple apps to collaborate and share files causing data duplication, redundancy, irretrievability of files after an extended period.
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Corruption of files stored in directory systems and accidental deletions.
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Inefficient means to search, identify, extract & process unstructured data - from chats, email exchanges, transcripts, research reports, images, social media, notes, etc. across data silos.
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Trouble keeping abreast of trends and real-time information, such as news, filings, transcripts, research, and broker reports.
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Lack of in-house applications or resources to address unstructured data management.
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Lack of collaboration tools to reduce repetitive and redundant tasks within a team/organization.
Needl solves

Needl redefines existing workflows of financial institutions.

With Needl, you get
Workflow

Solutions for your most important workflows

A single knowledge repository & unified view of all public and private data made possible using cloud infrastructure, stored securely and accessible anywhere, anytime.
Find anything across data silos

Over 20+ app integrations and over 100,000 websites and RSS available. Choose what you want to integrate. Discard the directory systems in favor of updated live data streams.

Manage documents & research with ease

Customizablefeeds to track topics of interest and relevance. Fine-tune and filter feeds based on a data source, keywords, or date range to eliminate noise and amplify signals.

Discover actionable insights

Ready-made content bundles and feed templates based on the area of expertise & industry for easy onboarding. Access filings, earnings call transcripts, research & broker reports in one place.

Unlock the potential of collective intelligence

Seamless creation of knowledge graphs with processing tools such as clip and convert, summarization, and sentiment analysis. Run functions cutting across data from multiple apps and sources and across barriers such as file types and formats.

Automate repetitive tasks

Eliminate repetitive tasks such as tagging, sorting and filtering documents of various file formats. Needl performs auto-tagging and data deduplication for you! File details such as author institution, report type, and so on, all taken care of.

Identify performance drivers

Take swift corrective measures backed by actionable insights for underperforming or non-performing assets. Derive value and identify performance drivers from the mountains of publicly available data using the sentiment analysis tool.

Solutions for your most important workflows

A single knowledge repository & unified view of all public and private data made possible using cloud infrastructure, stored securely and accessible anywhere, anytime.

Ready to get started with Needl?

Needl is a holistic, one-stop solution for your organization’s data management, processing and collaboration needs.
Try Needl today!

Free training & 24-hour support

Serious about security & privacy

Highest levels of uptime