Source synthesis
Filings, news, transcripts and internal research fused into structured intelligence.
Financial Services · Case Study
AI Research & Insights Platform
A research platform that synthesizes filings, news, and internal notes into governed insights for analysts.
- 50%faster research cycles
- 10×more sources covered per analysis
- 100%claims traceable to sources
Delivered
What we built
Accelerated research cycles by 50% for financial research teams.
Analyst workflows
Briefs, comparisons and monitoring built around how the team actually works.
Compliance controls
Information barriers, citation requirements and audit trails throughout.
Continuous monitoring
Coverage universes watched around the clock with materiality-ranked alerts.
Inside the build
Analysts who read everything
A research team covering hundreds of companies could deeply read only dozens. The platform closed that gap without compromising sourcing standards.
The challenge
Coverage stretched past human reading speed
Each analyst tracked 40+ companies across filings, transcripts, news and alternative data. Deep reading happened for the top names; the rest got skimmed — and surprises came from the skimmed tier.
- 40+ companies per analyst, growing
- Material signals missed in low-priority names
- Research production dominated by collection, not thought
DocsCRMWiki
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Answer with citationsscoped to the user's permissions [1] [2]
The solution
Agents that collect, so analysts can conclude
Ingestion agents process every source as it lands; synthesis agents extract changes against prior periods and theses; drafting support produces first-pass briefs — every claim linked to its source for compliance review.
- Real-time ingestion across all source types
- Change detection against models and prior notes
- Draft briefs with mandatory citation chains
Ingest→
Chunk→
Embed→
Index→
Retrieve
PDFConfluenceSharePointSQLTicketsEmail
Grounded answer…with citations [1] [2] and permissions applied
The impact
Depth at breadth, defensibly
Research cycles halved while source coverage went up an order of magnitude. Compliance approved the workflow because sourcing became more rigorous, not less — every claim now traces to its origin.
- 50% faster idea-to-published-note cycles
- Coverage-tier surprises down measurably
- Compliance sign-off on the full workflow
99.9%Uptime
1.2sp95 latency
$0.021Cost / task
QualityCostLatencyDrift
Outcomes
What changed for the team
Earnings season
Every transcript synthesized by morning, not month-end.
Coverage breadth
The long tail watched as closely as the top names.
Idea generation
Cross-company patterns surfaced automatically.
Client responsiveness
Ad-hoc questions answered same-day with sources.
Analyst development
Juniors learning from structured synthesis, not grunt work.
Audit confidence
Sourcing trails satisfying compliance review.
Delivery
From challenge to outcome
We publish the architecture decisions, delivery approach and measurable results — so you can see how similar outcomes could apply to your enterprise.
- Measurable KPIs
- Architecture transparency
- Cross-industry patterns
- Repeatable playbooks
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1
Challenge
Business pressure, legacy process and constraints.
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2
Solution
Architecture, agents and integration design.
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3
Delivery
Build, evaluate, secure and launch.
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4
Impact
Efficiency, cost, quality or revenue outcomes.
Earnings week used to be triage. Now the synthesis is waiting at 6am and my analysts spend the day on judgment calls. The sourcing is tighter than when humans did it alone.
Under the hood
The stack behind the platform
Deployed in the firm's cloud with entitlement-aware data integration.
- Anthropic Claude
- OpenAI
- Elasticsearch
- Snowflake
- Kafka
- FactSet
- AWS
- LangGraph
- Braintrust
- Kubernetes
FAQ
Common questions
How do you prevent hallucinated claims in research?
Structural citation requirements — synthesis output without source links fails validation and never reaches an analyst. Groundedness evals run continuously against a graded set.
Does this fit compliance requirements for research?
It strengthened them: mandatory sourcing, information-barrier enforcement in retrieval and complete audit trails. Compliance reviewed the architecture before pilot and approved expansion after.
Could this work for our internal research function?
If your team reads more than it can process — corporate strategy, competitive intel, investment research — the pattern transfers directly.
Next step
Want analysts who never miss a filing?
Give us one coverage universe — we'll show you a week of automated synthesis on it.