Earnings prep took days of line-by-line reading. AI now black-lines changes instantly, cutting research to minutes.
An independent wealth management firm based in Toronto specializes in event-driven strategies and behavioral finance for client portfolios.
Preparing for earnings season was a days-long process requiring line-by-line transcript reviews to detect changes in management tone. Analysts also...
“The black-lining feature is really important. It allows me to automatically identify any QoQ changes in SEC filings.”
Wealth management and investment advisory services for private clients.
AI-powered market intelligence and search platform for business professionals.
Related implementations across industries and use cases
Analysts lost hours manually searching reports and recreating tables. AI now extracts data to Excel and tracks sentiment signals.
Scouring 12+ silos delayed critical IP checks. GenAI unified search, letting 4 analysts match the output of a 100-person team.
Teams manually screened hundreds of pages per deal. Now, they query filings to surface critical insights instantly.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
35M customers waited in queues for payment updates. Now, a voice agent resolves routine calls instantly, leaving complex issues to humans.
Analysts struggled to track trends across scattered sources. AI now expands queries to catch every patent and press release instantly.
Rigid queries across scattered systems missed intel. Natural language search now captures synonyms and unifies sources automatically.