Recently we have received a request to create an AI agentic solution which is able to
- Analyze Company Prospectus documents, market news and events, call transcripts, various reports (analyst reports, annual and quarterly financial statements, 10-K, 10-Q forms, etc.), consensus views, etc.
- Summarize, providing key insights, investment risks and recommendations based on facts, risk appetite and goals.
- Simple GUI with conversational AI that answers user questions based on available corporate data (Retrieval Augmented Generation) and specific domain knowledge.
Based on our Umbrella AI Agentic platform we forked a dedicated functionality, which was customised into independent AI Agentic solution for Investment document analysis.
The client is a leading Swiss private banking and wealth management group that specialises in advising and servicing private clients globally. Headquartered in Zurich, it is one of the world’s largest private banks, managing significant client assets and offering services like wealth planning, investing, and financing.
Our Agentic AI solution for Investment documents Analysis
- Analyzes Company Prospectus documents, market news and events, call transcripts, various reports (analyst reports, annual and quarterly financial statements, 10-K, 10-Q forms, etc.), consensus views, etc.
- Summarizes and providing key insights, investment risks and recommendations based on facts, risk appetite and goals.
- Simple GUI with conversational AI that answers user questions based on available corporate data (Retrieval Augmented Generation) and specific domain knowledge.
- Data ingestion pipeline allows to feed qualitative and quantitative data and metadata from PDF, Excel, any text files e.g. CSV, images, URLs, OneDrive, SharePoint, Linkedin, RSS.
- Azure cloud native infrastructure with Database, Search engine, single sign on (SSO), OpenAI, MS Teams integration.
- Foundational library with Investment domain specific prompts.
Target companies:
- Asset- & Wealth Management of Insurance providers,
- Private- and Investment Banks
- Hedge Funds, Pension Funds/Endowments, Family Offices.
Users: Portfolio Managers, Investment Officers, Fund Analysts, Due Diligence Analysts, Risk & Compliance Officers, Financial Advisors, Wealth Managers, Investment Strategists, Client Managers.