ISO/IEC 27001:2022
We strive to follow the international regulations of ISO /IEC 27001:2022 for handling financial documents.
10+
Years Of Experience
Explore how our data conversion services enhance productivity.
Drive Better Financial Insights Through Expert Research
Is managing large volumes of financial information making your research process difficult? If so, Offshore India Data Entry is here to support you with our AI-powered financial research services. With 10+ years of expertise and a blend of AI potential and human expertise, we've served more than 100 clients in the USA, UK, and Australia.
Whether you want short-term or long-term support in financial research, approach OIDE, the leading provider of financial research services in India, we can deliver solutions with 99.9% accuracy.
Manual Financial Research and AI-Powered Financial Research
Traditional Financial Research Process
- 1Research Requirement Analysis
- 2Identify Financial Sources
- 3Manual Data Collection
- 4Financial Data Extraction
- 5Data Organization
- 6Data Validation
- 7Financial Data Entry
- 8Manual Analysis
- 9Report Preparation
- 10Quality Check
- 11Delivery
- 1Research Requirement Analysis
- 2Identify Financial Sources
- 3Manual Data Collection
- 4Financial Data Extraction
- 5Data Organization
- 6Data Validation
- 7Financial Data Entry
- 8Manual Analysis
- 9Report Preparation
- 10Quality Check
- 11Delivery
- 1Research Requirement Analysis
- 2Identify Financial Sources
- 3Manual Data Collection
- 4Financial Data Extraction
- 5Data Organization
- 6Data Validation
- 7Financial Data Entry
- 8Manual Analysis
- 9Report Preparation
- 10Quality Check
- 11Delivery
Modern AI-Powered Financial Research Services
- 1Research Requirement Analysis
- 2AI-Assisted Research Planning
- 3AI-Powered Source Discovery
- 4AI Financial Data Collection
- 5AI-Powered Data Extraction
- 6Data Structuring & Organization
- 7Automated Data Validation
- 8Financial Data Analysis
- 9Human Verification & Interpretation
- 10Quality Assurance
- 11Research Report Preparation
- 12Secure Delivery
- 1Research Requirement Analysis
- 2AI-Assisted Research Planning
- 3AI-Powered Source Discovery
- 4AI Financial Data Collection
- 5AI-Powered Data Extraction
- 6Data Structuring & Organization
- 7Automated Data Validation
- 8Financial Data Analysis
- 9Human Verification & Interpretation
- 10Quality Assurance
- 11Research Report Preparation
- 12Secure Delivery
- 1Research Requirement Analysis
- 2AI-Assisted Research Planning
- 3AI-Powered Source Discovery
- 4AI Financial Data Collection
- 5AI-Powered Data Extraction
- 6Data Structuring & Organization
- 7Automated Data Validation
- 8Financial Data Analysis
- 9Human Verification & Interpretation
- 10Quality Assurance
- 11Research Report Preparation
- 12Secure Delivery
Outsourcing vs. In-House Financial Research
Choosing between in-house financial research and outsourcing depends on your particular requirements.
Benefits
Cost Efficiency
Outsourcing
Minimizes the need to invest in infrastructure, research tools, and experts
Inhouse
Requires investment to purchase and maintain AI tools, and employee recruitment, training, and salaries
Benefits
Access to Expertise
Outsourcing
Provides access to research specialists
Inhouse
Need to provide training for in-house employees to keep them updated on recent research trends
Benefits
Scalability
Outsourcing
Immediate increases in research requirements can easily be handled
Inhouse
Urgent requirements can only be managed with additional staffing and resources
Benefits
Research Speed
Outsourcing
AI-assisted data extraction, classification, and human data validation speed up the entire research process.
Inhouse
Data research speed mainly depends on the available staff, tools, and workflows
Benefits
Data Validation
Outsourcing
Combines AI-powered research with human review, which improves data accuracy
Inhouse
Validation depends on internal workflows and available resources
| Benefits | Outsourcing | Inhouse |
|---|---|---|
Cost Efficiency | Minimizes the need to invest in infrastructure, research tools, and experts | Requires investment to purchase and maintain AI tools, and employee recruitment, training, and salaries |
Access to Expertise | Provides access to research specialists | Need to provide training for in-house employees to keep them updated on recent research trends |
Scalability | Immediate increases in research requirements can easily be handled | Urgent requirements can only be managed with additional staffing and resources |
Research Speed | AI-assisted data extraction, classification, and human data validation speed up the entire research process. | Data research speed mainly depends on the available staff, tools, and workflows |
Data Validation | Combines AI-powered research with human review, which improves data accuracy | Validation depends on internal workflows and available resources |
How Does Offshore India Data Entry Overcome Challenges in Document Conversions?
Businesses often face challenges when transforming paper documents into digital formats. Document volume, data complexity, and document quality are some of the issues involved. OIDE, the provider of trusted OCR outsourcing service in India, helps businesses overcome these challenges with our AI-powered processing and human data validation. Through our customized OCR and ICR outsourcing services, businesses can minimize manual data entry, increase data accuracy, and speed up document conversion.
- We use the potential of AI to extract data from various financial records.
- Our financial research experts review figures, fix errors, and validate the final data.
- OIDE, the trusted financial research outsourcing company, offers structured reports that clearly describe our financial findings
- Offshore India Data Entry uses AI-assisted data extraction tools to collect data related to revenue, profit, and capital structure.
- We include our human experts to verify financial data, review company records, and identify and fix errors.
- We provide our findings in the format specified by the client.
- We adopt the power of AI to collect financial data from specific competitors and publicly available information
- OIDE, the trusted financial research outsourcing company, conducts validation with the potential of AI, and once that is completed, we send the data to human experts for final review.
- With our detailed benchmarking reports, businesses can compare their financial performance with competitors.
- OIDE uses the potential of AI for company screening, sector research, and data collection.
- Our experts validate the data and create models according to client specifications.
- Through our service, we help investment teams to evaluate companies and use opportunities more intelligently.
- We use AI-data extraction tools and OCR technology to collect financial data related to customers, suppliers and borrowers.
- Our experts review the data and identify the risks.
- With the financial analysis outsourcing service offered by OIDE, businesses can make effective decisions regarding loans and investments.
- OIDE uses AI-powered tools to gather and structure financial data from various sources
- Our financial experts check and validate the findings.
- We provide our financial findings in the format specified by the client.
AI and Manual Involvement in Financial Research
Financial Research Service
Financial Statement Analysis
AI/Automation
65-85%
Human
15-35%
Human Responsibility
Verify extracted data, fix errors, and conduct detailed financial analysis
Financial Research Service
Company Financial Profiling & Due Diligence Support
AI/Automation
60-80%
Human
20-40%
Human Responsibility
Verify extracted data, fix inconsistencies, and assess final findings
Financial Research Service
Industry & Peer Benchmarking
AI/Automation
65-85%
Human
15-35%
Human Responsibility
Review collected data, and interpret final findings
Financial Research Service
Investment Research & Financial Modeling
AI/Automation
50-75%
Human
25-50%
Human Responsibility
Validate research findings and check financial models
Financial Research Service
Credit Research & Risk Analysis
AI/Automation
60-80%
Human
20-40%
Human Responsibility
Verify research findings, review debt and risk indicators, and assess relevant data
Financial Research Service
Financial Data Collection & Extraction
AI/Automation
75-95%
Human
5-25%
Human Responsibility
Verify extracted financial data against source documents, handle complex data and conduct final QC
| Financial Research Service | AI/Automation | Human | Human Responsibility |
|---|---|---|---|
Financial Statement Analysis | 65-85% | 15-35% | Verify extracted data, fix errors, and conduct detailed financial analysis |
Company Financial Profiling & Due Diligence Support | 60-80% | 20-40% | Verify extracted data, fix inconsistencies, and assess final findings |
Industry & Peer Benchmarking | 65-85% | 15-35% | Review collected data, and interpret final findings |
Investment Research & Financial Modeling | 50-75% | 25-50% | Validate research findings and check financial models |
Credit Research & Risk Analysis | 60-80% | 20-40% | Verify research findings, review debt and risk indicators, and assess relevant data |
Financial Data Collection & Extraction | 75-95% | 5-25% | Verify extracted financial data against source documents, handle complex data and conduct final QC |
Why Choose Our Financial Research Services?
HIPAA and SOC 2 Type 2
Our processes are designed to support key practices of HIPAA and SOC 2 Type 2 to ensure the security and integrity of your financial data.
200+ Projects Delivered
We have supported 200+ projects in financial research services.
Case Studies on Financial Research Services
Case study 1
A financial organization in the USA approached us to collect financial data for 50+ companies. The project involved the collection of data like profitability, debt, revenue, and other financial data from sources like annual reports and public sources.
We deployed a workflow that combines AI and human expertise to manage the task. Approximately 75% of tasks in the workflow that included data collection and classification were handled by AI, and the rest of the data validation was managed by our human experts.
The combination of AI and human expertise helped us complete the project on time, and the client received an organized, accurate financial database that helped them in taking critical decisions.
Case Study 2
A company in the UK was planning to invest in certain companies, and they wanted detailed financial profiles of 20 companies. We supported the company by handling the data extraction, data structuring, and initial comparisons using AI-powered tools, and validating the accuracy of findings with human expertise. Through our service, which used AI for 80% and human expertise for 20%, we produced accurate data on financial performance, debt positions, peer comparisons, and profitability.
With our findings, our company was able to understand the financial position of companies, and make investments intelligently.
Financial Research Services Frequently Asked Questions
01
Financial research outsourcing refers to the act of hiring an external team to gather, classify, analyse and verify financial data for your business. As a leading provider of financial research outsourcing services in India, we use AI for data extraction and classification, and we leverage expert expertise to handle complex financial data and validate extracted information. With our customized financial research outsourcing solutions, you will get insights to support your decision-making.
02
Financial research focuses on gathering, structuring and validating financial data about companies, industries, competitors, and investors. Financial analysis outsourcing goes a further by interpreting these collected data to identify trends, and performance.
03
We include AI-assisted data extraction and human data validation to ensure the accuracy of our outcomes. That is, our experts compare the final findings with reliable sources and cross-check every extracted data point to identify and fix errors before the final delivery.
04
We offer financial findings in formats such as spreadsheets, Word documents, and PDFs. In addition, we provide custom reports based on clients’ requirements.
05
The cost of our financial research outsourcing services depends on data complexity, data volume, requirement, and TAT. To know the exact cost for your project, connect OIDE, the leading provider of financial research outsourcing services in India.