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FINANCIAL INTELLIGENCE PLATFORM

Investor relations data, delivered in real time

Mockup of an AI-driven platform for investor relations data insights.
Financial intelligence platform, Industry: Financial intelligence, Services: AI development, Team size: 4 people, Architecture: Microservices
Financial intelligence platform, Industry: Financial intelligence, Services: AI development, Team size: 4 people, Architecture: Microservices

The challenges our client faced

Financial intelligence depends on timely, trustworthy investor relations data. As coverage expanded across thousands of companies, keeping information current became harder and insights often arrived too late to act on. The goal was to reduce manual effort without compromising confidence in source data.

Clock icon representing slow, error-prone manual collection at scale

Slow, error-prone manual collection at scale

Collecting updates from 10,000+ IR websites took days, increasing the risk of missed changes and human error.
List icon representing highly inconsistent formats across companies

Highly inconsistent formats across companies

IR data appeared in 30+ formats, including PDFs, HTML tables, and slide decks, making normalization difficult to maintain.
Calendar icon representing outdated sources weakened AI summaries

Outdated sources weakened AI summaries

Generic summarizers relied on stale inputs and failed to capture the latest earnings releases and guidance updates.

Automated investor relations intelligence

A multi-agent system that monitors IR sites, structures new content, and updates dashboards automatically.

Mockup of automated investor relations data analysis and reporting.

How we solved it

We designed a simple, resilient pipeline that turns new IR updates into structured intelligence.

Backend

The backend was developed to scrape, process, and structure investor relations data from over 10 000 company websites.
Python
Python
Flask
Flask
Redis
Redis
PostgreSQL
PostgreSQL
LangChain
LangChain
Gemini
Gemini
OpenAI
OpenAI

The results

The solution brought significant improvements across key areas, directly addressing the client's main challenges.
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Near-real-time dashboard updates

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Verified source filings with direct access

Gear icon

Reduced manual workload for analysts

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Faster and more accurate insight retrieval

The key service that addressed every challenge

Boost productivity company-wide by automating repetitive workflows and freeing teams to focus on higher-value work.
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