← All case studies
Illustrative scenarioFinance Assistant

Long filings answered in seconds, with every figure linked to its page.

Investment research team · Example scenario · not a named client

100%of answers citedReported
Secondsper answerReported
6 hsaved per analyst per weekTargeted
01
The problem

Analysts spend hours searching long annual reports and filings for one figure and the explanation behind it.

£What it was costing them

Analyst time on search instead of analysis, and slower research notes.

02
The existing workflow

How the work was done, and where it broke.

✕

Hours spent searching filings for one number.

✕

Answers are hard for a reviewer to check.

✕

The same questions are researched again and again.

03
The solution

Grounded in the filing. If the document doesn't say it, the assistant says so.

1Read the filings

The assistant reads long reports and filings.

2Ask in plain language

Analysts ask the question as they'd ask a colleague.

3Cite every answer

Each answer comes with the source pages.

4Check in one click

Reviewers open the cited page to verify.

04
Architecture

From input to outcome.

1

Inputs

  • Annual reports and filings
2

Retrieval

  • Relevant passages found for each question
3

AI layer

  • Answer written from those passages only
4

Outcome

  • Answer with the source pages cited
  • Reviewer checks in one click
05
Integrations

Works with the systems already in place.

⇄

Document store for filings and reports

06
Business value

What changed for the business.

Every answer citedReported

The source page comes with every answer.

Seconds, not hoursReported

Answers come back in seconds.

Time back for analysisTargeted

Projected 6 hours saved per analyst per week.

07
The evidence

Shown on real work.

An analyst asks what drove the change in operating margin. The assistant answers in two sentences and links the page in the management discussion.
About the evidence

Example scenario. Citations and response speed are product features; time saved is a projection.

How we label results

Have a process like this?

Tell us about it. The first discovery call is free.