Built for finance workflows
Real examples of how investment banks and asset managers put Shoal to work on document-heavy, compliance-critical tasks.
Regulatory Compliance Q&A
Query your internal compliance policies, Basel III frameworks, MiFID II documentation, and AML procedures in natural language. Every answer is traced to the specific policy clause.
- Basel III / IV capital requirement lookups
- MiFID II and EMIR compliance queries
- Internal AML and KYC policy Q&A
- Regulatory change impact analysis across document sets
Contract Review & Clause Extraction
Upload ISDA master agreements, loan documentation, or transaction contracts. Ask Shoal to identify specific clauses, compare terms across counterparties, or flag non-standard provisions.
- ISDA and GMRA master agreement analysis
- Loan covenant identification and comparison
- Non-standard clause detection across counterparties
- Term sheet vs. executed agreement gap analysis
Earnings & Research Synthesis
Ingest earnings transcripts, sell-side research, and analyst reports. Ask cross-document questions to surface trends, risk themes, and management commentary across a portfolio of companies.
- Management commentary trend extraction
- Cross-company risk factor comparison
- Guidance vs. actuals delta analysis
- Sector-wide earnings theme identification
Due Diligence Acceleration
Load data room documents — CIMs, audited financials, legal reviews — into a project-scoped knowledge base. Run structured Q&A without forwarding sensitive materials.
- CIM and IM document Q&A with citations
- Financial statement cross-referencing
- Legal review summary extraction
- Deal-specific document isolation per workspace