To accelerate financial analysis and empower smarter investment decisions, Blend built a GenAI-powered assistant for a leading investment firm. Leveraging AWS and large language models (LLMs), the solution automated key workflows, enabling users to extract, analyze, and interact with financial data and documents more efficiently and reliably.

• Manual review of complex financial documents, such as SEC filings and internal reports, consumed hours per task.
• Analysts were limited to processing just a few reports per week, slowing decision-making.
• Lack of automation introduced delays, errors, and inefficiencies across the investment research process.
• Maintaining accuracy and compliance required an explainable, trustworthy system.

• Time Savings: Reduced data processing time from 3–5 hours to under 5 minutes per report.
• Productivity Boost: Analysts scaled from 3–5 reports per week to 40+ using AI assistance.
• Real-Time Responses: Investment questions are now answered in under 10 seconds.
• High Accuracy: Delivered 93% precision across simple and complex financial queries.
• System Trust: Introduced robust LLM evaluation and explainability mechanisms.
• User Experience: Simplified interactions for non-technical users, increasing adoption.
• Clarity by Design: Broke down complex queries into simple steps for greater transparency.