Investment Research Intelligence Agent: 4-Week PoV

Investment research teams face pressure to publish differentiated views faster, yet analysts still spend hours locating and reading across filings, broker notes, transcripts, and internal models scattered across disconnected repositories before analysis even begins.

MAQ Software deploys a working research assistant in your tenant. It synthesizes across internal and licensed sources using Azure AI Foundry, Azure AI Search, and Microsoft Fabric, governed by Microsoft Purview and Microsoft Entra ID, with citation enforced on every claim.

Business Challenge

• Research teams are constrained less by analytical skill than by retrieval time.
• Filings, broker notes, transcripts, internal models, and market data sit in separate repositories with no common index.
• An analyst picking up a covered name spends hours locating and reading before any judgment is formed, and the coverage knowledge built over years stays buried in documents nobody can find once the analyst who wrote them has moved on.

Key Questions

• How long does an analyst spend gathering and reading before analysis begins on a covered name?
• Is prior internal research discoverable, or effectively lost when analysts move on?
• Are your research sources licensed in a way that permits ingestion and machine synthesis?

Strategy

Week 1:

• Select a coverage universe and priority question types with research leadership.
• Baseline time-to-first-draft and current source coverage.
• Review licensing terms source by source to confirm what may be ingested, then provision the Azure services.

Week 2:

• Ingest permitted internal research, filings, transcripts, and market data into Microsoft Fabric and Azure AI Search, chunked and structured for the length and format of financial documents.

Week 3:

• Build the research agent on Azure AI Foundry: company summaries, thematic synthesis, peer comparison, and thesis scaffolding, with citation enforced on every claim it produces.

Week 4:

• Run blind validation with analysts against names they already cover, testing factual accuracy, citation integrity, and synthesis quality.
• Review information barrier controls with compliance, then hand over.

Deliverables

• Research workflow baseline covering time-to-first-draft and current source coverage
• Licensing and data readiness assessment, source by source
• Governed research corpus indexed in Azure AI Search with Microsoft Purview classification applied
• Working research agent deployed in your tenant across the selected coverage universe
• Analyst-scored validation on factual accuracy, citation integrity, and gap handling

Target Audience

• Equity and Credit Research Analysts
• Portfolio Managers
• Research Operations
• Solution Architects

Business Outcomes

• Analyst time shifted from retrieval to judgment on covered names
• Institutional coverage knowledge preserved through analyst turnover
• Shorter path from question to defensible first draft

Why MAQ Software

• Proven expertise in research synthesis and knowledge retrieval for capital markets, across filings, transcripts, broker notes, and licensed market data.
• Deep experience navigating data licensing and redistribution requirements for investment research.

Call To Action

• Reach out to CustomerSuccess@maqsoftware.com
• Learn more about our experience in Financial Services