A research copilot for the analyst floor.

A top-5 US bank deployed grounded research AI to its entire equity analyst workforce — replacing hours of manual document hunting with cited, verifiable answers in seconds.

Client

Top-5 US bank (anonymized)

Industry

Financial Services

Scope

Multi-quarter

Departments

Equity Research · Knowledge Mgmt

Outcomes

From hours to seconds, with citations.

Thousands

of analysts deployed to

~60%

research-prep time saved

95%

citation accuracy at launch

Millions

of documents indexed

01 The challenge

A top-5 US bank had thousands of equity research analysts producing reports under tight deadlines, working from millions of internal documents — proprietary models, regulatory filings, prior research, earnings transcripts, market data. Generic AI tools couldn't be trusted with the data and couldn't be grounded in the bank's own analytical frameworks. The firm needed an AI research copilot that worked the way analysts actually think — grounded in their data, citable to source, and aware of the bank's house view.

02 The approach

BizzSoftware partnered with the bank's Equity Research and Knowledge Management teams to design and build a research copilot deployed to the entire analyst floor. The work was structured around three constraints:

Compliance-grade.

Every model call audited. Every output citable. No data leaving the bank's perimeter.

Grounded retrieval.

Specialized indexing across proprietary models and prior research, tuned to the bank's analytical taxonomy.

Analyst-shaped UX.

Designed around the actual workflow: pull a thesis, find evidence, draft a section, cite the source.

03 What we built

  • Research analyst copilot

Natural-language access to the bank's full research corpus, with grounded answers and source citations on every output.

  • Structured drafting workflows

Analysts move from question to thesis to draft section, with the copilot surfacing relevant sources and arguments in context.

  • Eval and governance infrastructure

Production-grade evaluation harness measuring grounding, citation accuracy, and house-view alignment.