Research intelligence for banks & research boutiques
Boost Productivity & Grow Revenue
AI-Powered Research Intelligence for Banks & Research Boutiques
Research
Intelligence
unifies
internal research
internal research
internal research
internal research
internal research
,
external data
external data
external data
external data
external data
,
and
market intelligence
market intelligence
market intelligence
market intelligence
market intelligence
into
a
single
conversational interface
conversational interface
conversational interface
conversational interface
conversational interface
that
understands
different
research
formats,
structured
data,
and
the
trade-off
between
timeliness
and
relevance
-
giving
teams
a
single,
connected
view
of
all
insights.
It
delivers
accurate,
explainable intelligence
explainable intelligence
explainable intelligence
explainable intelligence
explainable intelligence
that
teams
can
trust
-
providing
instant
access
to
data-driven
research
insights
so
they
can
respond
confidently,
identify
opportunities,
and
make
informed investment decisions
informed investment decisions
informed investment decisions
informed investment decisions
informed investment decisions
with
clarity
and
precision.
trusted by market leaders
Why Our Clients Choose Research Intelligence
Accelerate Research Adoption
Maximise ROI on research by ensuring insights reach the right people at the right time – making proprietary research instantly discoverable across Sales & Trading, Investment Banking, and Wealth & Investment teams.
Boost Productivity
Teams spend less time searching for information and more time on high-value activities – responding instantly with accurate, cited insights from research to advise clients or execute trades.
Scale Client Coverage
Free up time to manage more clients or expand research coverage without additional headcount – increasing capacity and profitability.
Who We Serve
Banks
Drive faster, broader adoption of research across Sales & Trading, Investment Banking, and Wealth & Investment teams. Research Intelligence unifies internal research and external data within a single conversational interface, enabling users to react quickly and assess opportunities with clarity.
Research Boutiques
How Research Intelligence Works
Integrates internal research, external data, and market insights into one unified platform – ensuring no report, note, or analyst view gets lost in emails or shared drives.
Purpose-built to understand analyst coverage, research report structures, and the time-sensitivity of insights – ensuring relevance and precision with 95%+ accuracy.
Every answer includes reasoning and full source visibility – building client trust, ensuring auditability, and meeting compliance standards.
Automatically surfaces the most relevant reports, updates, and market views based on client portfolios and interests.
Users can ask questions in plain English and receive instant, accurate, and cited answers – bringing research directly into the flow of their client work.
Tracks how research content is accessed and used – helping Heads of Research measure engagement, demonstrate impact, and prove ROI.
Ensures only approved, current content is surfaced — minimising regulatory risk and strengthening oversight.
Connects easily with existing research portals and market data systems – unifying all research within a single interface.
Integration, Deployment & Security
Flexible Integration Options
Research Intelligence adapts to your infrastructure with flexible deployment options. It’s highly configurable to support embedded experiences, API integration, and custom workflows — with our engineering team working alongside you to deliver integration tailored to your technical and operational needs.
Enterprise-Grade Security
Research Intelligence is SOC 2 compliant with governance, auditability, and data privacy built in from day one. Role-based access controls, full audit trails, and reasoning chains ensure every insight is traceable, compliant, and secure — whether deployed in the cloud, on-premise, or hybrid.
testimonial
Former CIO — $30bn Asset Manager
