The current equity research process is largely manual with limited ability to quickly incorporate real-time events in ratings and recommendations. Report volumes, formats, and priorities differ enormously across the sell-side and buy-side. Sell-side Research reports are typically 50+ plus pages and not frequently updated. Buy-side Research combines publically available news and market data with private, proprietary research models developed in Excel. The current equity research process further faces pressure to reduce costs given regulatory changes and its manual nature limits its ability to capitalize on research including findings that quarterly and annual changes in Securities and Exchange (SEC) filings can predict future stock price movements. The Market in Financial Instruments Directive (MiFID) II requires asset managers to unbundle research from recommendations, driving the need for lower research costs. Manual research processes make it difficult to systematically identify changes in 10-K’s, 10-Q’s, and 8-Ks, changes which have been shown to forecast future stock price movements.

Synechron’s Visual Research Accelerator provides a comprehensive solution to the challenges facing sell-side and buy-side research analysts by automatically generating a personalized two to five-page research report that automates data collection, synthesis, and analysis, lowering costs while enabling systematic research not possible with manual processes. The Visual Research Accelerator uses a combination of Data Science, AI, and ML tools and techniques to produce robust, insightful, and cost-effective research. Additionally, the Accelerator can integrate into other applications, including Synechron’s Wealth Management Informed Investing Accelerator.