Case Study

Research Assistance

Research Assistance

Pages 2 Pages

CUSTOMER A global 500 bank with a large equities research team PROBLEM The bank’s research analysts invest significant time and manual effort investigating and performing due diligence on real-time global events. Subject to tight time frames, they often overlook key internal information, scattered across multiple tools, and many significant external events remain uncorrelated or are missed altogether. This results in: • Margin compression due to costly processes in a highly competitive space • Missed opportunities leading to lower revenue SOLUTION The bank chose AI-Powered Research Assistance from CognitiveScale which leverages Profile-of-OneTM information and integrates with existing chat services. The solution delivers CRM Archive Archive News Events Orders EDGAR Research Ana

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