Research automation
Filings, transcripts and broker research synthesized into structured, source-linked intelligence.
Industry
AI for Capital Markets
Give research and trading teams faster synthesis, better coverage, and governed AI workflows.
- 50%faster research production
- <5 minfrom filing drop to structured intel
- 100%source-linked, compliance-ready output
Capabilities
AI for the front, middle and back office
Research automation, market intelligence and trading operations AI.
Market intel agents
Agents that monitor news, filings and price action for your coverage universe — and brief you first.
Ops and middle-office AI
Trade-break resolution, reconciliations and client reporting automated with controls.
Secure data rooms
Deal diligence AI over confidential documents with strict access boundaries.
How we deliver in capital markets
Speed with an audit trail
In markets, minutes matter and compliance is non-negotiable. We build AI that delivers both.
Research
Coverage that reads everything, misses nothing
Agents ingest filings, transcripts, news and alternative data the moment they land — extracting what changed, why it matters and how it hits your models, with every claim traceable to source.
- Real-time monitoring of filings and transcripts
- Change detection against prior periods and guidance
- Draft notes with linked citations for compliance
Ingest→
Chunk→
Embed→
Index→
Retrieve
PDFConfluenceSharePointSQLTicketsEmail
Grounded answer…with citations [1] [2] and permissions applied
Middle office
Breaks resolved before they age
Trade breaks, reconciliation exceptions and settlement fails get investigated by agents that pull data across systems, identify the mismatch and propose the fix — humans approve, the queue shrinks.
- Cross-system investigation of breaks and fails
- Proposed resolutions with supporting evidence
- Full audit log per exception
Invoice exception workflowRunning
✓Extract invoice fields1.1s
✓Match against PO0.6s
Resolve mismatch with agentrunning
·Post to ERPqueued
Compliance
Surveillance and reporting that keep pace
Communications surveillance triage, regulatory report assembly and client disclosure checks — automated with the evidence trails your compliance team defends to regulators.
- Alert triage with context-aware prioritization
- Report assembly with data lineage
- Information-barrier-aware access controls
✓PII detected & redactedenforced
✓Answer grounded in sourcespassed
✓Role-based data accessenforced
✕Out-of-scope tool callblocked
SOC 2GDPRAudit logHITL
Use cases
Where markets firms deploy AI with us
Earnings coverage automation
Transcripts and filings summarized against your thesis within minutes.
Deal diligence rooms
Q&A over confidential documents with access controls and citations.
Trade-break resolution
Agent investigation across OMS, custodian and counterparty data.
Client reporting
Portfolio commentary and reporting drafted from performance data.
Surveillance triage
Comms and trade alerts prioritized with contextual evidence.
RFP and DDQ response
First drafts from your approved answer library, always current.
Delivery
Industry-first delivery
Every engagement is grounded in your domain — regulations, operating models, and the use cases that actually move the needle.
- Domain-ready use cases
- Compliance-aware design
- Ops & CX impact
- Reusable industry playbooks
-
1
Map the domain
Identify high-ROI workflows and risk boundaries.
-
2
Prioritize use cases
Score impact, feasibility and data readiness.
-
3
Pilot with guardrails
Ship a controlled production pilot fast.
-
4
Scale across ops
Expand to adjacent processes with shared platforms.
Our analysts used to spend earnings week transcribing. Now the synthesis is waiting when they wake up — sourced, structured and mapped to our models.
Works with your stack
Plugs into your market stack
Market data, OMS and research platforms integrated with entitlement-aware controls.
- Bloomberg
- Refinitiv
- FactSet
- Snowflake
- kdb+
- Aladdin
- Charles River
- AWS
- Anthropic Claude
- OpenAI
- Elasticsearch
- Kafka
FAQ
Common questions
How do you handle MNPI and information barriers?
Access boundaries are enforced in the retrieval layer — deal-team documents never cross walls, and every access is logged. Surveillance-friendly by design.
Can output go straight to clients?
We recommend human review for external distribution; the AI produces compliance-ready drafts with citations, and workflows route through your approval chain.
What about market data licensing?
We design within your existing entitlements — AI consumption of licensed data respects vendor agreements, and we've navigated Bloomberg and Refinitiv terms repeatedly.
How fresh is 'real time' in practice?
Filing-to-structured-intel typically runs under five minutes; news and transcript flows are processed as streams. Latency budgets are set per use case.
Next step
Give your desk an edge with a trail
Pick the coverage or ops workflow that hurts most — we'll automate it with compliance built in.