Investment firm speeds up evaluations with an ontology-based solution

Investment firm speeds up evaluations with an ontology-based solution

Our client, an international investment firm based in the US, was looking to introduce AI in their preliminary market research and evaluation phases to support their analysts. Previously introduced off-the-shelf solutions proved to be inaccurate and didn’t reduce analysis times. Hiflylabs built a company evaluation tool with a strong emphasis on mapping market research entities with their metadata into an ontology that reduced manual analysis times and costs, and enabled analysts to focus on more in-depth evaluation.

60%

faster market research

98%

entity-resolution accuracy

Challenge

Previous market research assistants failed to meet expectations, as they were more generic than our client required for its preliminary research in its processes of evaluating potential investment targets. 

These analyses consolidate several sources in varying formats, from publicly available company registration data and market trends to highly confidential financial reports and future projections.

The analysis reports must process all of these sources, extract actionable information from them, and provide a tool for analysts to dig deeper into the documents.
 

Solution

Hiflylabs’ AI system, tailor-made to the client’s needs, includes a context layer with all evaluation and research entities mapped with their metadata. The resulting ontology, tested at 98% accuracy against an evaluation set, ensures that analyst query interpretation and the following information retrieval are accurate. Results are displayed on interactive dashboards that allow further querying and instant report generation.

The solution complies with all regulations and follows the client’s data security guidelines.
The result is a tool that makes analyses up to 60% faster on average and ensures information traceability.
 

Service

AI

Industries

Financial Services

Technologies

Python

OpenAI

LangGraph