// FINANCIAL_SERVICES_FIRM 90% time reduction

RESEARCH THAT TOOK DAYS NOW COMPLETED IN MINUTES

A financial services firm built a custom deep research system that delivers faster, more thorough analysis while meeting strict compliance requirements.

90% TIME SAVED

5x MORE REPORTS PRODUCED

100+ SOURCES PER QUERY

The Challenge

A financial services firm needed deep research capabilities for market analysis, due diligence, and competitive intelligence. Consumer AI research tools (ChatGPT, Claude, Perplexity) offered impressive capabilities, but fell short of enterprise requirements. The problems were clear: no source transparency, no data privacy guarantees, no customization for their specialized domain, and no way to integrate research into existing workflows via API.

The Solution

We built a custom deep research agent designed for enterprise deployment:

Intelligent Query Planning

The system decomposes complex research questions into focused sub-queries automatically. A vague question like 'assess market opportunity' becomes 5-7 specific, searchable questions that ensure comprehensive coverage.

Semantic Search Integration

Rather than keyword matching, the agent uses semantic search optimized for AI applications. This surfaces relevant sources that traditional search misses—academic papers, industry reports, and niche publications.

Quality-Ranked Content Extraction

The system doesn't just find sources—it extracts and ranks the most relevant passages. Neural reranking ensures the best content rises to the top, even when processing hundreds of sources.

Structured Report Generation

Research findings are synthesized into executive-ready reports with proper citations, source categorization, and confidence levels. No copy-pasting or manual formatting required.

The Results

The firm didn't just get faster research, they got research that meets their standards.

100+ sources processed per query

Comprehensive research that would take a human analyst days to compile.

Complete data privacy

Self-hosted deployment means sensitive queries and findings never leave the firm's control.

Domain-specific customization

The system understands financial terminology, relevant sources, and the specific patterns that matter for their research needs.

API-first integration

Research capabilities are accessible via API, enabling integration into existing tools and workflows rather than requiring analysts to use yet another interface.

Off-the-shelf AI research tools couldn't meet our compliance requirements and workflows. Now we have something more powerful that we fully control.

— Head of Research, Financial Services Firm

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