A Fortune 500 financial services firm partnered with Blend to revolutionize their investment research process through AI, creating a scalable solution that dramatically reduced analysis time while maintaining compliance and security standards.​

• Massive amounts of data spread across disparate sources requiring efficient analysis methods​
• Time-intensive manual process of consolidating data from siloed sources (internal files, public filings, vendor data)​
• Need for strict compliance, data security, and explainability in a highly regulated industry​
• Complex requirement to support 300+ investment analysts and portfolio managers while ensuring scalability

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• Automated Data Gathering
  • Automatically identifies and collects critical data, significantly streamlining analyst review processes.​
• Research Platform for Interactive Analysis​
  • Provides users with conversational interaction capabilities for analyzing pre-processed data.​
  • Supports analysis of uploaded documents and enables real-time web searches.​
• Enterprise-wide Adoption & Scalability​
  • Successfully drove enterprise-wide adoption, enabling expansion into multiple use cases.​
  • Established robust organizational trust by meeting rigorous operational standards, ensuring sustained platform usage and performance reliability.​
• Automated Research Note Generation​
  • Automates analyst note drafting while preserving individual writing styles.​
  • Utilizes an agentic workflow to streamline report consistency, with analyst oversight.