A daily market brief, ready before the open
A small proprietary trading and research team
90min
of morning reading saved each day- Industry
- Finance and markets
- What we built
- AI Automation
- Time to go live
- 4 weeks
The problem
Where it hurt.
Analysts spent the first hours of every day reading filings, news and broker notes before any real analysis could start.
What we built
The system.
- 01Collected filings, news and notes from the sources the team already used
- 02Summarised each item and linked it to the holdings and watchlists it affected
- 03Flagged the few items most likely to matter, with the sources shown
- 04Delivered one brief before the market opened, for the team to review
The result
90minof morning reading saved each day
1clickfrom any summary to the original source
4wkfrom audit to live
Representative engagement. Client name withheld under NDA. Figures are typical of results at this type of company.
What it means for you
Then came the growth.
Getting the hours back was the first win. It also freed the team to look outward: to take on more work, answer more customers and try things they had not had time for. That is how a single automation becomes a growth plan.
Running something similar? See how we approach AI for finance and markets or read about our ai automation service.
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