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Spreadsmart Script

Spreadsmart is an AI-enabled financial spreading automation platform designed to address the inefficiencies of manual financial data management in commercial banking. It combines intelligent OCR and rule-based extraction to achieve over 99% accuracy and significant time savings of 70-80%, while ensuring full auditability and compliance. The platform integrates seamlessly with existing credit systems and offers multi-language support, making it a versatile solution for banks.

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3 views2 pages

Spreadsmart Script

Spreadsmart is an AI-enabled financial spreading automation platform designed to address the inefficiencies of manual financial data management in commercial banking. It combines intelligent OCR and rule-based extraction to achieve over 99% accuracy and significant time savings of 70-80%, while ensuring full auditability and compliance. The platform integrates seamlessly with existing credit systems and offers multi-language support, making it a versatile solution for banks.

Uploaded by

naina200389
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Good evening and thank you for joining us today.

I’m Naina Mittal, Product


Owner for Spreadsmart and I’m excited to introduce you to Spreadsmart—
our AI-enabled financial spreading automation platform that’s transforming
how banks manage financial data.”

Slide 1: Why SS

Let’s begin with the core challenge.

Financial spreading in commercial banking is still largely manual—slow, error-


prone, and expensive. Analysts spend up to 2 hours per borrower, and
even then, the first-pass error rate can be as high as 45%.

Add to that the pressure of peak seasons, shrinking deadlines, setting up QA


team and rising operational costs. With all these challenges, it’s clear that a
smarter solution is needed.”

“This is exactly where Spreadsmart steps in. It’s not just


automation—it’s intelligent transformation.”

It’s a mind+machine platform developed in collaboration with our in-


house financial analysts. It combines intelligent OCR, rule-based extraction,
and AI agents to deliver 99%+ accuracy and 70–80% time savings—all
while maintaining full auditability and compliance.

Slide 2 : Market Analysis

“Most automation tools struggle to balance efficiency with accuracy. They’re


either too rigid or too opaque—black-box AI that’s hard to audit and harder
to trust.”

Now introducing you the Spreadsmart’s edge:

“Spreadsmart uses a ‘mind+machine’ approach—combining rule-based logic


with minimal, transparent AI. This ensures high accuracy, full auditability,
and seamless integration with your existing credit systems.”

Designed to Deliver Measurable Benefits

“Spreadsmart isn’t just a tool—it’s a productivity engine. Clients have seen

Sensitivity: Internal
up to 70–80% time savings compared to manual spreading. That means
faster turnaround, lower costs, and better scalability.”

“Here’s what makes Spreadsmart stand out:”

 Smart AI backed by taxonomy

 Intelligent OCR with proprietary algorithms

 Multi-language support including Arabic, Chinese, Spanish

 Seamless integration with platforms like CreditLens, Actico, Newgen

 On-premise deployment for full data security

 Audit-ready outputs with QC workflows

 Accounting standard agnostic—flexible across geographies and


borrower types

So, concluding here:


“With Spreadsmart, your analysts spend less time on data entry and more
time on credit insights. It’s automation with intelligence, built for scale,
speed, and precision.”

Slide 4: Key Features & Benefits


Script:

Sensitivity: Internal

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