The purpose of the solution is to create an efficient knowledge management system for investors and financial relations. Investment Companion is a GenAI-powered knowledge management solution designed to revolutionize investor relations. It automates data extraction, organizes financial insights, and delivers accurate, real-time responses through a user-friendly chat interface. By integrating AI-driven search capabilities, the Investment Companion reduces manual effort, enhances accessibility, and ensures investors and financial teams can quickly find relevant information with citations, graphs, and multimedia support—all within a seamless web and mobile experience.

Key Components:

Data Extraction: AI-powered processing of PDFs, images, audio, and video with OCR and transcription to transform unstructured data into structured insights. A vector database ensures efficient storage and retrieval.
Chat Interface: Users can query in natural language and receive responses in multiple formats (text, tables, graphs, images) with citations. The system maintains chat history for follow-ups and gathers user feedback for continuous improvement.

Base Features: • Azure-Powered: Deployed in the customer’s Azure environment. • Multi-Format Support: Handles audio, video, text, and images. • Responsive Web App: Accessible via websites and mobile apps. • English Language Support

Advanced Features: • Multi-Source Integration: Aggregates data from website scraping, databases, APIs, and third-party sources for enhanced insights. • Personalized Responses: AI-driven customization based on user profiles, past interactions, and investment interests. • User Notifications: Subscription-based alerts for market updates, new investor reports, and regulatory changes. • Performance Monitoring: Real-time dashboards for tracking chatbot efficiency, user engagement, and feedback analytics. • Security & Compliance: Advanced encryption, role-based access, and compliance testing for financial data protection. • Multilingual Support: Enables engagement across global audiences with AI-powered language translation.

Our comprehensive professional services are designed to support you at every stage of your cloud journey, whether you're just getting started or looking to expand your existing Azure footprint. We provide a seamless onboarding experience, from initial assessments and architecture design to deployment. Our team ensures your Azure environment is tailored to your specific business needs.

With Investment Companion, investors can make faster, smarter decisions with AI-driven insights at their fingertips.

*** Disclaimer: The provided price and timeline apply to the Base Features only