Competitive Intelligence from Public Filings like SEC and Social Media

Background

Digital Alpha’s solution powered by AWS enables businesses to gain a competitive edge by capturing, analyzing, and acting on intelligence related to market, products, and demographics. With disruption happening at a faster pace than ever before, leaders need to stay informed about the sector and their competitors to make informed decisions. The solution automates time-consuming process of data collection and analysis from public sources such as SEC 8-K, 10-Q, 10-K filings, earnings call materials, and social media data (Twitter) based on specific keywords and account handles, and wall street consensus tracking. Our platform provides faster and more comprehensive customer and competitor insights to drive sales and strategy and create business intelligence (BI) dashboards for decision-making. The key challenges of handling structured and unstructured data, infrastructure for flexibility, simplicity, and scale, and support for complexity and custom analytics are solved with our solution. The platform handles layers of complexity in the data processing with ease, automates the data pipeline, and provides analytics and aggregations at different stages of data processing, publishing results to distribution channels such as Snowflake, Kafka, and S3 or last-mile tools such as Excel and Dashboards.

  Features

• Real-time access to public filings, earnings call materials, wall street consensus tracking, social media data
• Automated processing of financial data in complex format to extract valuable insights
• Enables real time processing within seconds
• Data can be distributed to platform of choice such as Snowflake for analysis

Benefits

• Smart text extraction using NLP
• Complex data from unstructured format like XBRL to structured data
• Scalable, reliable and secure data platform
• Real-time analytics
• Generate signals from competitor/customer performance by revenue, product line, customer positioning, order backlog, income spend etc

Common Use Cases

• Corporate research platform for sales and strategy teams
• Automate strategy analysts and sales rep activities
• Sales strategy by monitoring competitor progression with ESG footprints of suppliers
• Early warning system for counterparty risk management

Deliverables-  

• One Click Solution where the Tech Stack is fully automated with AWS CDK 
• A custom smart data extraction platform to source the data from SEC, Twitter, Market Data providers, public blogs, earnings call and investor presentation
• Providing CI/CD pipelines for Infrastructure and ETL code using AWS Code Pipeline 

Add-ons: 

• Distribution 

• Data visualizations with AWS Quicksights, PowerBI, Streamlit
• APIs with AWS API Gateway
• Integrate with other platforms like Snowflake and Databricks

• Integration with Analytics/ML platforms 
• Managed Service