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.