Financial Services
Regional Securities Firms
Broker branches, research centers, compliance departments
Automated information extraction, instant report summaries, smart compliance screening and knowledge reuse.
- Typical Customers
- Broker branches, research centers, compliance departments
- Sector
- Financial Services
- Capabilities
- Research DigestSentiment ScanKnowledge Base
Typical customers
local broker branches, securities business departments, research centers, product centers, compliance departments and digitalization centers.
Pain points
huge volumes of announcements, reports and policy documents read manually; time-consuming weekly and monthly research writing; heavy compliance screening with low efficiency; research knowledge never systematized.
- 上市公司公告、行业研报、政策文件海量，人工研读筛选低效。
- 投研周报、月报、市场分析报告撰写耗时。
- The workload of compliance review is heavy, and the efficiency of manual screening of public opinion and illegal information is low.
- The knowledge of investment research cannot be systematically accumulated.
Solution
a research-digest agent that automatically captures, classifies and distills market information; auto-generated report summaries, announcement interpretations and industry analyses; smart sentiment screening with violation-risk alerts; a research knowledge base for reuse and onboarding. End-to-end delivery: client engagement and contracting; koolda provides the standardized research solution and information-processing system.
- Intelligent analysis agent for investment research information, automatically capturing, categorizing, and refining market information.
- Automatically generate research report summaries, announcement interpretations, and industry analysis.
- Compliance public opinion intelligent screening and violation risk intelligent warning.
- 投研知识库沉淀，实现知识复用与新人赋能。
- 一站式交付保障：金融券商客户对接、项目签约、算力交付全程护航。
- koolda 提供证券投研 AI 标准化方案与资讯处理体系。
Securities Solution FAQs
What should I do if I can't finish reading the research report every day?
Information intelligent agents automatically capture, classify, and extract key content, and prepare morning meeting materials in minutes.
The weekly and monthly reports are written too slowly, can we speed them up?
Can. The research report abstract and industry analysis are automatically generated, and the efficiency of the initial draft is doubled, with only manual review.
The pressure of public opinion compliance screening is high, can AI help?
Can. The intelligent screening of public opinion automatically marks the risk of violations, improves the efficiency of compliance review, and the accumulation of investment research knowledge can be reused.
Don't see your industry?
Every solution can be tailored on the koolda platform — tell us about your business scenario and we will plan the delivery path together.