Sold by: SS&C Blue Prism
Reduce errors and shorten the time it takes to create analyst research reports by using Generative AI and SS&C Blue Prism.
Sold by: SS&C Blue Prism
Overview
Most equity analysts still create research reports through inefficient manual processes. They log into multiple systems to extract data about the organization and its competitors, pull financial statements from one system, grab press releases and SEC filings from another, and then export Excel charts and graphs. It’s a repetitive process that’s time-consuming and prone to errors.
These analysts need a digital equity research assistant to augment their work by doing the initial legwork. SS&C Blue Prism enterprise agents are Generative AI enabled software robots that can augment human work.
An analyst emails the enterprise agent, asking it to generate a draft equity report. When the assistant receives the request, it automatically pulls reports and exports charts. To create the draft report, the assistant synthesizes the data by evaluating the organization’s products, strategies and competitors and making financial projections. Using visual LangChain, SS&C Blue Prism has built a no-code environment where the analyst can describe the sections of the report and any critical questions the analyst wants answered.
The enterprise agent creates a first draft report using the outline section and answers the analyst’s questions using the previously compiled research for context. Once the draft report is complete, the enterprise agent emails the document and supporting research back to the analyst for review. And voila! The analyst can turn in the final report – saving time and also reducing the risk of errors with these carefully curated steps.
Highlights
- Improves performance and reduce errors. Rather than taking up to ten weeks to perform equity research, generative AI could speed up that process to only a couple of minutes. An enterprise agent is accurate as well as efficient, ensuring fewer reworks and errors.
- Increase accessibility and minimize risk. Your enterprise agent can read structured and unstructured data from multiple sources, on both public and private systems, helping your analyst access data more easily. Your data is secure, which is especially critical in financial services and other highly regulated industries.
- Relieves employees. Analysts are relieved of time-consuming repetitive tasks and can spend more time on engaging work, like forming conclusions and reviewing reports.
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Software associated with this service
SS&C Blue Prism Intelligent Automation
By SS&C Blue Prism
The SS&C Blue Prism Intelligent Automation (IA) platform is designed to automate and digitize the execution of knowledge-based work. Digital workers are deployed into business operations without disruption and work by emulating the way people use business systems, the decisions they make, and the processes they follow, to augment, replace, or digitize manual processes. Two deployment options available: You can choose for Blue Prism to host your licenses in our cloud environment on AWS or purchase the licenses here to install in your own AWS environment. To get help with creating your own AWS environment for the solution, purchase the license here and then visit our BYOL listing to run the Cloudformation template.