Typing friction limited query depth. Now, analysts speak complex requests to screen stocks and analyze filings in real time.
An AI-powered investment research platform supports users managing over $5 trillion in assets, enabling analysts and portfolio managers to track market-moving events.
Text-based prompting constrained user engagement, leading to shorter queries and limiting research to times when analysts were seated at keyboards....
“Our customers have consistently asked for more intuitive ways to interact with Alfa. Voice makes the interaction feel more like talking to a real analyst. ElevenLabs allowed us to deliver this next level of service quickly and at high quality. It’s another way we’re meeting clients where they are.”
Agentic AI platform for investment research and financial analysis.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Lab supply orders were handwritten in notebooks. Digital ordering now takes seconds, saving 30,000 hours for research annually.
Experts spent 15 minutes pulling data from scattered systems. Natural language prompts now generate detailed reports instantly.