GMA Consulting and TermSet partner to offer intelligent document solutions to firms in the financial services sector

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GMA Consulting, an IT consultancy specialising in solutions for the financial services industry, and TermSet, a provider of software which automatically creates accurate and consistent metadata and taxonomies for Office documents, PDF's and emails within Microsoft SharePoint, are pleased to announce a partnership to offer advanced document-centric solutions for firms in the financial services sector.

GMA Consulting has extensive experience in implementing SharePoint solutions for its financial services clients and has identified two important areas where TermSet’s advanced capabilities, such as summarisation and sentiment analysis can deliver clear benefits to its customers.

Ben Grey, a Director at GMA Consulting, said “The first area we identified where TermSet could benefit our clients was managing research documents. Both buy and sell side firms produce and consume large amounts of research documents. When a piece of research material is uploaded to a SharePoint library TermSet can automatically produce a headline summary, classify the sentiment and automatically tag with metadata such as asset class, industry sector, company name and region / country. This will make it far easier for users to find documents they are interested in, particularly if SharePoint’s advanced search capabilities are used as well. The second area we identified is legal document management. TermSet can help extract key information such as matter reference and counterparty names and tag documents with this information. This would negate the need for legal departments to manually classify documents, which is hugely time consuming and inefficient.”

Martin Harwar, the founder of TermSet, said “TermSet’s ground breaking capabilities including the use of machine learning and artificial intelligence have the potential to transform the way financial services firms manage what are really very important documents. We are delighted to be partnering with GMA Consulting due to their extensive experience of delivering successful solutions to their financial services clients. I look forward to working with them to implement value-adding TermSet-based solutions.”

Organisations interested in learning more can contact Ben Grey or James Duckworth at GMA Consulting on +44 (0)20 7960 2880.

About GMA Consulting
GMA is a London-based IT consultancy which works exclusively with Financial Services clients. Almost all firms in the sector face similar challenges in a number of areas including marketing, compliance & regulation and operations. We help our clients by using the Microsoft SharePoint collaboration platform, together with a number of third party tools such as Salesforce, Nintex, K2 and Qorus, to rapidly and cost-effectively deliver business applications to meet the challenges they face.

In essence, we make our clients’ lives easier by helping them make processes more efficient and effective whilst meeting regulatory and audit requirements. To learn more visit

About TermSet
TermSet is a revolutionary product that drives SharePoint adoption without placing any burden on end users or your IT team by automatically adding accurate consistent metadata and taxonomies to Office documents, PDF's and emails. We use ground breaking technology like Natural Language Processing and Machine Learning to dramatically improve search, governance and navigation within SharePoint. No manual work, it just happens. To learn more visit

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Ben Grey
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