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An asset manager compressed research cycles by 60% while keeping every conclusion fully cited and compliant.
Client background
Meridian CapitalAn asset manager compressed research cycles by 60% while keeping every conclusion fully cited and compliant.
Analysts spent the bulk of their week reading filings and transcripts, leaving little time for judgment. Compliance required every claim to be traceable to a source.
We deployed Investment Analysis agents grounded in the firm's licensed data, drafting cited summaries and monitoring positions for thesis-breaking events.
Agents produced first-draft briefs with inline citations, which analysts reviewed and refined. The Data Foundation enforced entitlements so models only used licensed sources, and evaluations gated accuracy before each rollout.
Measured outcomes from the deployment. Figures are illustrative mock data.
“They put agents into our research workflow, gated on evals we trust, and handed us the keys.”
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