Overview
Investors and analysts frequently encounter the arduous task of gathering information from diverse investor materials such as presentations, transcripts, and financial data, leading to a time-consuming process. This challenge is amplified by the knowledge-intensive nature of their work, making it challenging to automate the extraction of pertinent insights from various sources, including visual presentation content, within tight timelines. Furthermore, the absence of a unified platform for accessing and querying investor information across different formats exacerbates the issue.
InsightIQ delivers AI-Powered Insights for Investors & Analysts to tackle these obstacles by harnessing computer vision and natural language understanding to extract information from presentations and documents. A unified knowledge base centralizes investor materials from various sources into a searchable repository. An AI chat assistant, equipped with domain knowledge, delivers intelligent insights by interrogating this comprehensive dataset. This approach accelerates time-to-insight by swiftly retrieving answers from both text and visual data, streamlines productivity by automating data analysis, and provides a competitive advantage by using AI to efficiently compare competitors and validate insights.
The AWS services which were used are Amazon Bedrock, S3, AWS Lambda, Amazon DynamoDB, Amazon RDS (PostgreSQL), AWS Kendra and Apprunner.
Highlights
- AI-powered insights for Investors & Analysts help to accelerate time-to-insight by quickly getting answers from both text and visual data.
- It enhances productivity by automating data sifting, saving hours of manual work.
- Helps in gaining a competitive edge by using AI to compare competitors and validate insights efficiently.
Details
Unlock automation with AI agent solutions

Pricing
Custom pricing options
How can we make this page better?
Legal
Content disclaimer
Support
Vendor support
Please reach out to us at support@persistent.com .