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Risk Advisory
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TextMine helps advisory providers streamline document heavy tasks within client projects

This includes contract audits, skilled person reviews and internal audits
TextMine helps advisory firms deliver client projects faster and more efficiently whilst unlocking unique AI driven insights from their documents

Perform client contract audits in days, not weeks

Increase project margins whilst minimising the risk of projects running over budget

Easily respond to client requests and re-run audits with new questions as and when needed throughout the project

Personas and use cases

Give advisory teams a repeatable review engine

Risk advisory work depends on expert judgement, but document handling is often repetitive. TextMine helps teams capture review criteria once, apply them across large evidence sets, and preserve the traceability needed for partners, clients, and audit reviewers.

Engagement teams

Run consistent checks across contracts, policies, filings, and control evidence without manually maintaining large trackers or copy-pasting source extracts.

Subject matter experts

Review exceptions, edge cases, and high-risk findings with the source evidence already assembled around the question they need to answer.

Partners and directors

Track progress, quality, and unresolved issues across engagements so final reports can be supported by clear evidence and reviewer history.

Contract and obligation auditsExtract clauses, dates, obligations, renewal terms, and exceptions from large contract populations for faster client reviews.
Controls testingMap policy requirements to evidence documents and route gaps to the right reviewer before they become report issues.
Skilled person reviewsStandardize document requests, review questions, sampling checks, and evidence packs across structured regulatory engagements.
Finding and issue managementConvert source-backed observations into reviewed records that can feed report drafting, remediation tracking, and client handoff.
TextMine extracts explainable, audit ready document data for the world's largest organisations
An illustrative icon of TextMine use cases in financial services
Get in touch to find out more
An illustrative icon of TextMine use cases in financial services