Investment Research Agent
Reads filings, transcripts and broker notes and produces a cited research note on a company or theme.
The challenge
Finding the right answer means reading through large volumes of documents. It takes skilled people hours and is easy to get wrong under time pressure.
How it works
- 1A question or a document arrives.
- 2The agent searches your data, limited to what the person is allowed to see.
- 3It writes up what it found, with a link to the source for every point.
- 4It checks each point against its source and removes anything it cannot support.
- 5Your expert reviews the result and makes the final call.
Your people stay in control
Every point links to its source so your expert can check it. The expert, not the agent, makes the final call.
Systems we work with in Finance & Banking
- Core banking and card platforms
- Case management for fraud and AML
- Sanctions and identity data providers
- Loan origination
- Portfolio and order management
- Market data feeds
How we measure success
- Time saved per question
- How often the sources are right, checked against your experts
- How much your experts change the result
Kind of work
Research and review. The agent reads large volumes of documents and answers questions, showing the source for every point.
More in Finance & Banking
Fraud Investigation AgentInvestigates suspicious payments from start to finish and gives the analyst a complete case file to decide on.New Customer Identity Check AgentCarries out the identity checks on new customers: reviews documents, screens against sanctions lists, maps who owns the business and rates the risk.Dispute Resolution AgentTakes a customer’s disputed card payment, gathers the evidence and decides within your limits, passing larger cases to staff.Compliance Monitoring AgentReviews staff communications and trading activity for breaches of the rules, and raises concerns early.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.