The customer is a prominent Indian boutique investment firm that focuses on direct investments in listed Indian equities. With close to US$1B AUM, analysts rely on a vast array of financial data sources to produce high-quality research reports and intelligence briefs.
The customer faced key operational inefficiencies in its research and intelligence processes, leading to increased workload, slower turnaround times, and inconsistent outputs.
The solution was implemented within 15 weeks, following four customer-defined milestones. Needl.ai deployed its solution on the customer’s Azure cloud, adhering to required standards and custom optimizations. It ingested stock exchange updates, company announcements, and high-impact market-making news on weather, outages, and regulatory changes from public and government sources. All public data was processed securely on the customer’s cloud and accessed via APIs with appropriate security measures.
Within the first year of deployment, Needl.ai delivered measurable improvements for the customer:
Analysts produced 144+ quick note reports annually, with each note being generated within 5 days, instead of ~10 days, improving efficiency by 50+%.
Complex AI-generated custom reports maintained a 95% to 100%+ accuracy rate, due to reduced noise and irrelevant financial data (industry standards using LLMs are today at 16% accuracy).
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The analysts reported an average customer satisfaction score of 8.7 on a scale of 10 (with 10 being best).
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The ability to generate reliable, high-quality summaries and reports from extensive datasets allows us to focus on deeper analysis and quick decision-making to seize the right opportunities. The AI-driven learning mechanism ensures that our research is continuously improving – and Needl.ai has completely surpassed our initial expectations!