Robotic Online Intelligence (ROI) helps clients dramatically increase analyst productivity in market research and data collection through SaaS-based automation, custom search tools and AI-powered text analytics.

Use Cases

Data Companies

Automation of search and data collection from public sources, tools for the analysts to manage information

Research Firms

Highly customized market/business intelligence and client newsletter tools, automated production of reports and chart books

Investment Firms

Alternative data collection, market intelligence tools, mining disclosure documents

Customer Feedback

"Kubro will help us automate a lot of our data collection work"

-- CEO of a specialist data company in New York

"Kubro gets us very handy real time intel on the new sector we are looking at"

-- CEO of a property developer in Beijing

"We like the filtered local headlines we set to arrive just before our morning call"

-- Analyst at a hedge fund in London

"Using Kubro, I can now produce our client newsletters very quickly"

-- Analyst at an independent research firm in Hong Kong

"I get the morning robo-briefs. An essential read on the way to the office!"

-- CEO of a private equity firm in Beijing

"ROI helped us do some innovative analysis of unstructured text from company filings"

-- Analyst at an investment firm in Hong Kong

ROI delivers services on an enterprise SaaS basis, along with the customization, training and support, as well as for individual users. 

We also provide bespoke services, leveraging our technology capabilities and specialist industry research expertise, and can offer a back-end 'engine' and APIs for the projects with partners.

1. Kubro™ SaaS Platform

Find Data for Your Database

Tap into the wealth of public, yet not ‘served on the plate’, wealth of information on the web, social media, company filings or your own documents.

Capture the data on deals, people, companies, policy news or any data you wish to get into your proprietary databases.
 

7:15am Headline Robo-Brief

What do you read (scan through), or want your clients to read, first thing in the morning to stay on top of what really matters to you in your business or role?

Rather than ‘give me more news like these’, fully customize it around your particular domain and specific sources you trust or want to be challenged by.

Filter The Local Intel

There are gems of business and market or competitive intelligence in public domain, but how do your analysts filter through all the noise?

Focus your analysts on value-add work and automate what you can in scanning, capturing, storing, filtering and managing the intelligence from public sources.

 

Getting a solid grasp of the sector. For yesterday.

Data centers in Indonesia? Theme parks in China? Office market on the US West Coast? You may have all the bank and broker research, tons of news articles from reliable sources, internal documents.

But how do you or your analysts actually go about digesting and getting meaningful brief out of all that content? Can you be sure it’s been done rigorously?

Public disclosure / filings

Do you have an efficient way to search through, extract, process info from the wealth of public disclosure documents such as annual reports / 10-K, 10-F, F-1, 13-F filings? What about companies listed in Hong Kong or Shanghai?

Find the hidden issues

What did the company say differently this time compared to the last year, in terms of their accounting policy changes, or disclosure on key risks? Any messages this may convey but not be explicit in announcements and presentations?

About Kubro™

ROI's Kubro™ SaaS platform consists of a few modules. Kubro Search™ combines a customizable and targeted search engine for the web, social media and documents with the workflow tools for the analysts.

Disclosure Comparison allows automated comparison and detection of changes (additions, deletions, modifications) in disclosure of Accounting Policies and Risk Factors. Available for 300+ of the S&P 500 companies.

Company Filings provides the growing library of company filings. More importantly, allows for a very efficient search, filtering and scoring for relevance, and extraction of content elements.

Research Synthesis (in development) allows you to upload your research content (PDF, csv, txt) in larger volume. Then it runs a number of algorithms to produce a standardized ‘initial take’ report with links to relevant items, addressing major themes, deals, companies, locations, sentiment. We apply AI / NLP for the analysis of the text, combined with a research logic design based on our experience in specialist industry research.
Kubro SearchKubro SearchKubro SearchKubro Search

2. Automated Research Production

The Report at a Press of a Button

Producing regular reports for clients or internally, combining, analytical text, charts, tables?

What if the software could do in 5 minutes what your 2 analysts would need 3 hours for?

Chart Factory

Producing lots of standardized charts, updated regularly, for the subsequent use in reports or online?

Could this be automated?
 

Automated Research Production

Drawing on extensive experience within automation of the research documents on China housing markets at Real Estate Foresight (see an example here), ROI can offer bespoke solutions that can save large amounts of time for your analysts, as well as check for errors.

Auto ReportAuto ReportAuto ReportAuto Report

Our Team

Robert Ciemniak
Founder-CEO
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Operating for 20+ years on the intersection of research, business and technology, Robert brings in his earlier 13-year international corporate career at Thomson Reuters in strategy and new venture roles, and the recent 7 years of startup experience.

In 2012, Robert started Real Estate Foresight Ltd (www.realestateforesight.com), an independent analytics and financial technology firm, based in Hong Kong and focused on China housing markets.

You can connect with ROI and Robert directly on LinkedIn.
Gavin Li
Technology Lead
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Gavin is the lead software engineer for ROI, has been on the team with Robert for over 2 years. He is proficient in multiple programming languages including Python, Objective-C, C, Java, PHP, JavaScript.

He has developed a machine learning algorithm in Python to predict online retweet behaviour in social networks, deploying multiple NLP tools.

Holds M.Phil degree from the Chinese University of Hong Kong, with prior work experience with the University and Deloitte Consulting. Passed CFA Level 1-3 exams on the first attempt.
Erica Chung
Business Analyst
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Erica has been on the team with Robert and Gavin for over 1.5 years. She provides business analysis support for ROI while at the same time she is an extensive user of Kubro(TM) as a Quantitative Analyst at Real Estate Foresight. Graduate of Hong Kong University of Science and Technology, she also studied at the University of Illinois at Urbana-Champaign (UIUC) in the US.
Lijun Cao
Senior China Advisor
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Lijun helps companies, investors, and new ventures research and capture opportunities in Greater China. 18+ years of experience in China, Hong Kong and London. Advisor on due diligence, business development, media and government relations and strategy projects for Greater China. Former senior editor with EuroFinance and The Economist Events, an award-winning journalist with Xinhua News Agency in China, Afghanistan and the UK. C-level conference producer with The Economist Group in Asia.

Get in Touch



Registered Address 909 9/F Wayson Commercial Building, 28 Connaught Road West, Sheung Wan, Hong Kong
+852 817 01 421
support@roboticonline.ai