Investment Bank Research Digest
An investment bank deployed a research digest agent with citation grounding for analysts — synthesising internal and external research with explainable sources, saving 2 hours per analyst daily.
An investment bank deployed a research digest agent with citation grounding for analysts — synthesising internal and external research with explainable sources, saving 2 hours per analyst daily.
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Challenge
Analysts spent mornings reading overnight research across internal and external sources before client calls — generic summarisation tools lacked citation discipline required by compliance.
Production deployment — not proof-of-concept
Governed agents with full audit trails
Embedded FDE delivery model
Operational accountability through go-live
Approach
Agent retrieved from governed research repositories with mandatory citations. Material non-public information controls enforced via access policies. Digest format approved by compliance.
Results
2 hours saved per analyst daily. 100% citation coverage. Compliance approved for client-facing prep use.
Production outcomes, not pilot metrics.
Saved per analyst daily.
Digest items with citations.
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