Finance (Banking, VC, PE, Accounting)
Problem
Analysts and managers spend countless hours collating financials, contracts, and client comms. Missed context leads to slower deals, compliance risks, or duplication of analysis.
Use Cases
Client Review
Generate a client’s full engagement history before a review call.
Compliance Check
Query “All docs related to MiFID II for client X.”
Portfolio Monitoring
Pull metrics, board reports, and investor comms across portfolio companies.
Benefits:
Quicker client preparation and sharper insights.
Stronger compliance readiness.
Easier portfolio oversight for partners.
ROI Framing:
If 5 analysts each spend ~6 hours/week chasing documents → 30 hours/week wasted. At £100/hr → £156,000/year saved.
Avoided compliance penalties can be worth millions more.