A simplified way to create analyst commentary for quarterly/annual SEC filings
Equity researchers of a leading credit rating organization must read and comprehend 100's of pages of newly published filings within minutes to create a commentary.
Equity researchers of a leading credit rating organization must read and comprehend 100's of pages of newly published filings within minutes to create a commentary.
Different set of KPIs to track for different.
Quick cross reference to earlier filings or by other competitors is required to write an insightful commentary.
Some level of auto commentary generation with quick validation and verification by SMEs is expected.
Learned from SMEs the key metrics to be extracted and the narrative templates.
Automate extraction of key metrics and smartly choose the right template based on the business scenario inferred from the extracted values.
Narrative auto-filled with extracted values sent to analysts for verification and approval for publishing.
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