Agentic Financial Research Assistant

Typical outcomes for this kind of engagement. Results depend on your data and starting point.

Analysts spend the majority of their day gathering, cleaning and formatting information (pulling filings, extracting figures, checking market data, assembling comparison tables), and only a fraction of it on the judgment their institution actually pays for.

• Analysts spending more time gathering and formatting than analyzing
• Coverage limited by manual capacity, leaving smaller names unwatched
• Market-moving filings and disclosures picked up late

CloudGate builds a multi-tool research agent on Microsoft Foundry that gathers market data and filings, extracts and normalizes financials, runs comparisons and drafts cited briefing notes for analyst review.

• Multi-tool agent pulling from market data feeds, filings and internal document stores
• Automated extraction and normalization of financials for comparison
• Cited draft briefing notes with every claim linked to its source passage