From Fragmentation to Integration: How Our Generative AI Solutions Transform Investment Research

Pain Points
 The client faced several key challenges that necessitated a comprehensive solution:

• User Interface Needs: With a large user base, they required a modern user interface that could accommodate their diverse needs while providing an intuitive experience.
• Vendor Consolidation: The complexity of managing multiple vendors led to inefficiencies. The bank aimed to streamline operations by consolidating their research tools into a single, cohesive platform.
• Integration of Generative AI Solutions: The client recognized the potential of Generative AI to enhance their research processes and sought a solution that could effectively integrate these advanced capabilities.
• Inconsistent Support: A lack of dedicated support teams from their existing providers resulted in inconsistent service. They wanted a more hands-on, reliable resource for support.

The Solution
To address these challenges, S&P Global Market Intelligence recommended Aftermarket Research accessed via the S&P Capital IQ Pro platform, which leverages Generative AI to enhance investment research analysis.

• Aftermarket Research: a comprehensive collection features a library of 40 million reports from over 1,800 leading research providers, including both global and regional firms.
• S&P Capital IQ Pro Platform: the single platform for essential market intelligence featuring Document Intelligence, a Gen-AI powered document workflow tool that enables smart search across Filings, Transcripts, News, and Investment Research. Document Intelligence provides time savings through:
  • ChatIQ, an AI assistant that can instantly answer questions about documents, such as investment research reports, earnings call transcripts, and regulatory filings.
  • Transcript Key Phrases that highlights significant topics within earnings call transcripts, enabling users to quickly identify relevant discussions.
  • Transcript Summarization offering concise summaries of earnings call transcripts, organized by topic or sentiment.
  • Document Sharing functionality that facilitates seamless sharing of documents among colleagues, promoting collaboration and knowledge sharing.
  • Data Extraction functionality to easily extract relevant data from tables in company filings and broker research reports, exporting it directly to Excel for further analysis.

Key Benefits
 The transition to a unified platform for market intelligence has not only improved operational efficiency, but Generative AI powered tools have helped them respond to market changes more quickly and they have maintained a competitive edge in an increasingly dynamic market. They’ve transformed their research capabilities with:

• Streamlined Workflows: The integration of the Aftermarket Research collection within AI-powered tools in Capital IQ Pro has significantly streamlined workflows, allowing users to focus on high-value tasks rather than administrative burdens.
• Time Savings: Users have reported substantial time savings, with the platform’s advanced search capabilities enabling rapid access to critical information. This efficiency has allowed the advisory teams to dedicate more time to strategic analysis and client engagement.
• Access to Insights: The ability to access regional insights from top brokerage firms has enriched the client’s analytical capabilities, enabling them to conduct more detailed and informed company and industry analyses.
• Enhanced Collaboration: The platform’s ready-made model templates, reports, and charts facilitate easy sharing among team members, fostering a collaborative environment that enhances productivity.
• Dedicated Support: With access to a dedicated 24/7 support team, users have received prompt assistance for any inquiries, ensuring that they can maximize the value of the data and platform without disruption.