FinTech & Asset Management

AI-Powered Financial Intelligence Platform

Engineered an automated investment analytical copilot that processes SEC filings, market news, and earnings call transcripts in real-time.

Client
Apex Capital Intelligence
Industry
FinTech & Asset Management
Primary Service
AI & Intelligent Automation
Core Stack
Next.js, Python
Key Commercial Impact
75%
Faster Research Cycles
99.4%
Extraction Accuracy
<1.2s
Query Response Time

The Challenge

Analysts spent over 15 hours weekly manually reading complex financial reports and extracting metrics across hundreds of public portfolio companies.

Our Engineering Solution

Built a custom RAG (Retrieval-Augmented Generation) document intelligence system with a real-time web portal that generates instant financial summaries and metric extraction.

Technologies & Frameworks Deployed

Next.jsPythonLangChainPineconeAWSTailwind CSS
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