AI Powered Investment Research

AI-Powered Investment Research is a Snowflake solution that automates financial analysis and research workflows. It ingests PDFs such as annual reports, filings, and transcripts into Snowflake, processes them using Cortex LLMs, vector embeddings, and hybrid semantic search, and delivers research-grade insights in seconds. Analysts can ask natural-language questions, summarize documents, compare companies, and extract key financial metrics—all with full citation-based transparency.

Key Capabilities

• Ingests PDFs into Snowflake using external stages and Snowpipe.
• Performs intelligent document chunking and vector embedding.
• Uses Snowflake Cortex LLMs for summarization and insight generation.
• Provides hybrid semantic + keyword search for high-precision retrieval.
• Offers natural-language query support via web UI or Microsoft Teams.
• Generates research summaries, peer comparisons, and financial insights.
• Includes citation-linked responses for auditability and trust.
• Delivers a secure, scalable, multi-tenant experience.

https://www.wetransact.io/