Investment research team · Example scenario · not a named client
Analyst time on search instead of analysis, and slower research notes.
Hours spent searching filings for one number.
Answers are hard for a reviewer to check.
The same questions are researched again and again.
The assistant reads long reports and filings.
Analysts ask the question as they'd ask a colleague.
Each answer comes with the source pages.
Reviewers open the cited page to verify.
Document store for filings and reports
The source page comes with every answer.
Answers come back in seconds.
Projected 6 hours saved per analyst per week.
An analyst asks what drove the change in operating margin. The assistant answers in two sentences and links the page in the management discussion.
Example scenario. Citations and response speed are product features; time saved is a projection.
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