AI case study

Terminal XInvestment research

Analysts stitched insights from scattered PDFs. AI now retrieves buried data instantly, cutting memo creation from 2 days to 0.5.

Published|7 months ago

Key results

Maintenance Reduction
25%
Daily User Savings
~3 hours
Memo Creation Time
0.5 days
vs 2 days

Result highlights

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The story

Context

A vertical AI platform for institutional investors that processes millions of documents, including SEC filings and internal memos, across over 20 million vectorized data chunks.

Challenge

Analysts spent hours manually stitching together insights from disparate documents because keyword search couldn't surface specific data points...

Solution
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Scope & timeline

  • 2x deployment velocity

Quotes

The company

AI investment research agent for financial analysts and investment professionals.

IndustryFinancial Services
LocationNew York, NY, USA
Employees1-10
Founded2024

The AI provider

Managed vector database for AI search, retrieval, and recommendation systems.

IndustrySoftware & Platforms
LocationNew York, NY, USA
Employees251-1K
Founded2019

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