Automation&AIforFinTechandInvestmentResearch

Automate data collection, research workflows, and reporting for finance products

Research and finance products live or die on their data plumbing. Analysts copy figures from filings and feeds into spreadsheets; screens run when someone remembers to run them; the same numbers get re-checked in three places because nobody trusts the path they travelled. We build the pipelines that replace that fragility. Data collection runs on a schedule from the sources your product is entitled to use, landing validated and timestamped instead of pasted. Screening workflows apply your criteria consistently — watchlists update themselves, and the team is alerted when a watched metric crosses a threshold you set, through the channels you already work in. Research production gets faster without getting sloppier: note and report templates are assembled from the collected data, so an analyst starts from a populated draft with the figures already in place, and every published number keeps an audit trail back to its source and collection time. AI assists where it is genuinely useful — summarising documents, extracting figures from unstructured text, drafting the first pass of routine write-ups — always behind analyst review. To be clear about the boundary: we build tooling. We are not investment advisers, and nothing here is investment advice — the research judgement stays, as it should, with your team. This is the engineering discipline behind InvestorHints, our own investment-research platform, applied to your product.