The Problem:

Our client's finance and investor relations teams were spending the weeks building up to their earnings reports working around the clock to prepare all of the reporting materials and develop talking points to bring to the market on earnings calls. Despite the team's efforts, they lacked the resources to comprehensively analyze the company's performance relative to its peers in the market. Further, the firm's CEO felt that the team was missing crucial data and insights that would strengthen the firm's talking points during its earnings call. With strong earnings call performance directly impacting the perception of the company's value, our client needed a better approach.

The Solution:

We developed an AI powered solution that brought the news and press releases, analyst ratings, key stock data, and historical values for 50 key financial and operational metrics across our client's nine closest competitors into a centralized database. All of the collected information was verified through a human in the loop process to ensure data accuracy. Additionally, we developed custom dashboards and a chatbot trained on the database?s content to enable our client to identify key insights from the data we provided. All of this allowed our client to identify their performance relative to their peer set and historical levels in real time, expediting the process of generating the firm?s key talking points and broader earnings call preparation by 40% across the team.