The Problem
Your firm has spent years building investment memos, market research, and client case studies. But when an advisor needs those insights for a client conversation, they're buried in someone's email or a shared drive folder structure no one remembers. Instead of leveraging institutional knowledge, advisors wing it or re-research from scratch, making your past work worthless.
Revenue Impact
Missed investment opportunities because past research wasn't found in time
Cost Impact
Analysts waste 10-15 hours/week re-researching topics or searching for old files
Risk
Inconsistent advice given to clients because the firm's latest stance wasn't accessible
Knowledge Graph Builder
AI AgentContinuously crawls and indexes internal documents (PDFs, Emails, Sharepoint) to build a semantic map of firm knowledge.
What The AI Does
Ingests messy data formats (scanned PDFs, email threads)
Auto-tags content by ticker, asset class, and sentiment
Links related concepts across different years and authors
Respects existing permission structures (Chinese walls)
Synthesis Engine
AI AgentAnswers natural language questions by reading and summarizing the most relevant internal documents.
What The AI Does
Generates concise summaries for quick reading
Cites specific source documents for verification
Highlights conflicting viewpoints within the firm's history
Drafts ready-to-send email responses based on research
Analyst Verification
Human ReviewAdvisor reviews the synthesized answer and the cited sources before using it in client communication.
Review Criteria
Expected Impact
Moving from 'siloed' individual knowledge to 'collective' institutional intelligence.
Before:
Valuable IP is buried in isolated inboxes and folders. Advisors default to 'winging it' or duplicating research because finding the original work is too hard.
After:
The firm's entire history of thought is instantly accessible. Advisors leverage the collective brainpower of the organization for every client interaction.
Result:
95% reduction in time spent searching for internal information