Agentic Financial Research Assistant
An AI agent that gathers market data, summarizes filings and drafts research notes for analysts.
Solution Overview
The Challenge
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.
- 1Analysts spending more time gathering and formatting than analyzing
- 2Coverage limited by manual capacity, leaving smaller names unwatched
- 3Market-moving filings and disclosures picked up late
Our Approach
CloudGate builds a multi-tool research agent on Azure AI 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
Typical Outcomes
Typical outcomes for this solution pattern, not the results of a named client engagement.
Technologies Used
More Success Stories
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