Aashish Mehta
While much of the industry is chasing the next flashy model—GPT-5, GenAI copilots, and other AI breakthroughs—the real opportunity in financial services is far less glamorous… and far more impactful.
It’s your old data.
That’s the core message of Aashish Mehta’s latest article for Unite.AI, where he breaks down a powerful truth:
"“The edge in financial services comes from unlocking decades of unstructured, hidden, and siloed data—not building new models for already-structured content.”
The Problem No One Wants to Talk About
Every financial institution is sitting on a goldmine of insights buried in:
- Credit agreements
- Fund prospectuses
- Financial statements
- Investor letters
- Tax returns
- KYC documents
But the problem is clear: these documents are locked in PDFs, inconsistently formatted, and full of nuance. They’re not designed for machines—and they overwhelm human workflows.
Legacy systems can’t handle the variation. Traditional OCR tools don’t grasp the context. And manually processing them? That’s slow, expensive, and introduces risk.
The Real AI Advantage: Document Intelligence at Scale
At nRoad, we’ve seen firsthand what happens when you automate the unstructured data layer.
Instead of analysts spending hours pulling terms from a fund prospectus, our platform can extract liquidity clauses, fee structures, investment restrictions, and more—in seconds. Instead of operations teams parsing KYC forms line by line, we highlight missing data automatically.
This is what gives organizations speed, precision, and scale—not just another LLM.
It’s not about replacing humans. It’s about removing the noise.
This Isn’t Hype—It’s Happening Now
We’ve helped firms:
- Accelerate credit underwriting by structuring borrower documents at intake
- Reduce onboarding risk by identifying key fund restrictions and redemption terms instantly
- Unlock downstream value by transforming documents into structured, decision-ready data
And we’re just getting started.
If You’re Serious About AI in 2025, Start Here
Don’t start with the shiniest model.
Start with the messiest part of your workflow.
Your unstructured data layer holds the real competitive advantage—and we know how to unlock it.
Read the full article by Aashish Mehta
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